Jones Financial Companies
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Jones Financial Companies’s Sunoco SUN Stock Holding History

Jones Financial Companies’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$664K Buy
9,912
+1,442
+17% +$87.5K ﹤0.01% 1904
2025
Q4 		$444K Buy
8,470
+1,087
+15% +$57.4K ﹤0.01% 1572
2025
Q3 		$373K Buy
7,383
+1,392
+23% +$72.4K ﹤0.01% 1516
2025
Q2 		$325K Buy
5,991
+1,225
+26% +$67.6K ﹤0.01% 1453
2025
Q1 		$282K Buy
4,766
+1,744
+58% +$98.7K ﹤0.01% 1353
2024
Q4 		$155K Buy
3,022
+393
+15% +$20.8K ﹤0.01% 1458
2024
Q3 		$140K Buy
2,629
+1,300
+98% +$70.5K ﹤0.01% 1275
2024
Q2 		$75.2K Buy
1,329
+1,094
+466% +$59.7K ﹤0.01% 1134
2024
Q1 		$14.2K Buy
+235
New +$14.2K ﹤0.01% 989

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