KFI
SUN icon

Key Financial Inc’s Sunoco SUN Stock Holding History

Key Financial Inc’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 		$66.4K Buy
1,022
+15
+1% +$910 0.01% 479
2025
Q4 		$52.8K Buy
1,007
+17
+2% +$898 0.01% 503
2025
Q3 		$50.1K Buy
990
+17
+2% +$884 0.01% 518
2025
Q2 		$52.1K Buy
973
+16
+2% +$883 0.01% 483
2025
Q1 		$55.6K Buy
957
+14
+1% +$792 0.01% 465
2024
Q4 		$48.5K Buy
943
+16
+2% +$846 0.01% 484
2024
Q3 		$49.8K Buy
927
+15
+2% +$814 0.01% 480
2024
Q2 		$51.6K Buy
912
+15
+2% +$818 0.01% 467
2024
Q1 		$54.1K Buy
897
+12
+1% +$726 0.01% 426
2023
Q4 		$53K Buy
885
+3
+0.3% +$160 0.01% 416
2023
Q3 		$43.2K Buy
882
+16
+2% +$727 0.01% 433
2023
Q2 		$37.7K Buy
866
+16
+2% +$708 0.01% 453
2023
Q1 		$37.3K Buy
850
+839
+7,627% +$37.8K 0.01% 438
2022
Q4 		$429 Hold
11
– – ﹤0.01% 1106
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1176
2022
Q2 		$0 Hold
11
– – ﹤0.01% 1156
2022
Q1 		$0 Buy
+11
New +$468 ﹤0.01% 1105

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Key Financial Inc's SUN Position: Q1 2026 in Review

Key Financial Inc increased its Sunoco (SUN) stake by 1.5% in Q1 2026, buying an estimated $910 and bringing the position to 1,022 shares worth $66.4K. The position accounts for 0.01% of the portfolio, ranked #479.

Key Financial Inc first reported a position in SUN in Q1 2022 and has held it in 17 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Key Financial Inc held 1,022 shares of Sunoco worth $66.4K as of Q1 2026.
  • Key Financial Inc bought 15 Sunoco shares in Q1 2026, an estimated $910.
  • Sunoco made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #479 holding.
  • Key Financial Inc first reported a position in Sunoco in Q1 2022 and has held it in 17 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.