Lee Financial’s Sunoco SUN Stock Holding History

Lee Financial’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	$294K	Buy	4,530 +206	+5%	+$12.5K	0.04%	128
2025 Q4	$227K	Sell	4,324 -21,381	-83%	-$1.13M	0.03%	133
2025 Q3	$1.29M	Buy	25,705 +21,886	+573%	+$1.14M	0.16%	71
2025 Q2	$205K	Buy	+3,819	New	+$211K	0.03%	140
2025 Q1	–	Sell	-25,103	Closed	-$1.29M	–	179
2024 Q4	$1.29M	Hold	25,103	–	–	0.18%	58
2024 Q3	$1.35M	Buy	+25,103	New	+$1.36M	0.19%	61
2024 Q1	–	Sell	-650	Closed	-$39K	–	732
2023 Q4	$39K	Hold	650	–	–	0.01%	255
2023 Q3	$31.8K	Hold	650	–	–	0.01%	260
2023 Q2	$28.3K	Hold	650	–	–	0.01%	265
2023 Q1	$28.5K	Sell	650 -21,000	-97%	-$946K	﹤0.01%	274
2022 Q4	$933K	Hold	21,650	–	–	0.16%	68
2022 Q3	$844K	Hold	21,650	–	–	0.16%	70
2022 Q2	$806K	Hold	21,650	–	–	0.15%	71
2022 Q1	$884K	Hold	21,650	–	–	0.16%	69
2021 Q4	$884K	Hold	21,650	–	–	0.17%	67
2021 Q3	$808K	Hold	21,650	–	–	0.17%	69
2021 Q2	$816K	Hold	21,650	–	–	0.17%	70
2021 Q1	$689K	Hold	21,650	–	–	0.16%	72
2020 Q4	$623K	Hold	21,650	–	–	0.16%	75
2020 Q3	$528K	Hold	21,650	–	–	0.15%	81
2020 Q2	$494K	Hold	21,650	–	–	0.14%	84
2020 Q1	$339K	Hold	21,650	–	–	0.11%	83
2019 Q4	$662K	Hold	21,650	–	–	0.14%	83
2019 Q3	$681K	Hold	21,650	–	–	0.15%	79
2019 Q2	$677K	Hold	21,650	–	–	0.15%	79
2019 Q1	$675K	Hold	21,650	–	–	0.16%	77
2018 Q4	$589K	Hold	21,650	–	–	0.16%	72
2018 Q3	$640K	Hold	21,650	–	–	0.16%	78
2018 Q2	$540K	Buy	21,650 +10,000	+86%	+$266K	0.13%	82
2018 Q1	$297K	Buy	11,650 +11,000	+1,692%	+$324K	0.08%	127
2017 Q4	$18K	Hold	650	–	–	0.01%	265
2017 Q3	$20K	Hold	650	–	–	0.01%	246
2017 Q2	$20K	Hold	650	–	–	0.01%	248
2017 Q1	$16K	Hold	650	–	–	0.01%	229
2016 Q4	$17K	Buy	+650	New	+$16.9K	0.01%	235

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lee Financial's SUN Position: Q1 2026 in Review

Lee Financial increased its Sunoco (SUN) stake by 4.8% in Q1 2026, buying an estimated $12.5K and bringing the position to 4,530 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #128.

Lee Financial first reported a position in SUN in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.35M in Q3 2024. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Lee Financial held 4,530 shares of Sunoco worth $294K as of Q1 2026.
Lee Financial bought 206 Sunoco shares in Q1 2026, an estimated $12.5K.
Sunoco made up 0.04% of Lee Financial's portfolio in Q1 2026, its #128 holding.
Lee Financial first reported a position in Sunoco in Q4 2016 and has held it in 35 quarters since.
Lee Financial's Sunoco position peaked at $1.35M in Q3 2024.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.