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Longfellow Investment Management’s Sunoco SUN Stock Holding History

Longfellow Investment Management’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
Q2 		$1.49K Hold
22
– – ﹤0.01% 213
2026
Q1 		$1.43K Sell
22
-552
-96% -$33.5K ﹤0.01% 210
2025
Q4 		$30.1K Hold
574
– – 0.01% 158
2025
Q3 		$28.7K Hold
574
– – 0.01% 172
2025
Q2 		$30.8K Hold
574
– – 0.01% 173
2025
Q1 		$33.3K Hold
574
– – 0.01% 171
2024
Q4 		$29.5K Hold
574
– – 0.01% 175
2024
Q3 		$30.8K Hold
574
– – 0.01% 171
2024
Q2 		$32.5K Buy
+574
New +$31.3K 0.01% 163

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Longfellow Investment Management's SUN Position: Q2 2026 in Review

Longfellow Investment Management held its Sunoco (SUN) position steady in Q2 2026 at 22 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Longfellow Investment Management first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. The position peaked at $33.3K in Q1 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Longfellow Investment Management held 22 shares of Sunoco worth $1.49K as of Q2 2026.
  • Longfellow Investment Management left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up ﹤0.01% of Longfellow Investment Management's portfolio in Q2 2026, its #213 holding.
  • Longfellow Investment Management first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
  • Longfellow Investment Management's Sunoco position peaked at $33.3K in Q1 2025.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.