M.E. Allison & Co’s Sunoco SUN Stock Holding History

M.E. Allison & Co’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	$793K	Hold	11,745	–	–	0.46%	61
2026 Q1	$763K	Hold	11,745	–	–	0.51%	56
2025 Q4	$616K	Hold	11,745	–	–	0.42%	64
2025 Q3	$587K	Hold	11,745	–	–	0.41%	65
2025 Q2	$629K	Hold	11,745	–	–	0.51%	55
2025 Q1	$682K	Buy	11,745 +1,200	+11%	+$67.9K	0.67%	41
2024 Q4	$542K	Buy	+10,545	New	+$557K	0.6%	44

Other funds holding SUN

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return