McDonald Partners
SUN icon

McDonald Partners’s Sunoco SUN Stock Holding History

McDonald Partners’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
Q3 		$1.1M Hold
15,100
– – 0.26% 96
2026
Q2 		$1.02M Hold
15,100
– – 0.25% 100
2026
Q1 		$981K Sell
15,100
-200
-1% -$12.1K 0.23% 104
2025
Q4 		$802K Buy
15,300
+94
+0.6% +$4.97K 0.25% 97
2025
Q3 		$760K Sell
15,206
-300
-2% -$15.6K 0.23% 105
2025
Q2 		$831K Buy
15,506
+4
+0% +$221 0.2% 133
2025
Q1 		$900K Buy
15,502
+105
+0.7% +$5.94K 0.23% 124
2024
Q4 		$792K Buy
15,397
+4
+0% +$211 0.2% 130
2024
Q3 		$826K Buy
15,393
+5
+0% +$271 0.21% 130
2024
Q2 		$870K Buy
15,388
+388
+3% +$21.2K 0.23% 115
2024
Q1 		$904K Hold
15,000
– – 0.25% 110
2023
Q4 		$899K Hold
15,000
– – 0.27% 105
2023
Q3 		$734K Hold
15,000
– – 0.24% 117
2023
Q2 		$653K Hold
15,000
– – 0.2% 132
2023
Q1 		$658K Hold
15,000
– – 0.21% 129
2022
Q4 		$646K Hold
15,000
– – 0.22% 126
2022
Q3 		$585K Hold
15,000
– – 0.22% 122
2022
Q2 		$559K Hold
15,000
– – 0.14% 173
2022
Q1 		$613K Buy
+15,000
New +$638K 0.13% 177
2021
Q4 		– Sell
-15,000
Closed -$560K – 706
2021
Q3 		$560K Hold
15,000
– – 0.13% 177
2021
Q2 		$566K Hold
15,000
– – 0.13% 173
2021
Q1 		$478K Hold
15,000
– – 0.12% 177
2020
Q4 		$432K Buy
+15,000
New +$407K 0.12% 181

Other funds holding SUN

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bowen Hanes & Co
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

McDonald Partners's SUN Position: Q3 2026 in Review

McDonald Partners held its Sunoco (SUN) position steady in Q3 2026 at 15,100 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #96.

McDonald Partners first reported a position in SUN in Q4 2020 and has held it in 23 quarters since. 169 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

  • McDonald Partners held 15,100 shares of Sunoco worth $1.1M as of Q3 2026.
  • McDonald Partners left its Sunoco share count unchanged in Q3 2026.
  • Sunoco made up 0.26% of McDonald Partners's portfolio in Q3 2026, its #96 holding.
  • McDonald Partners first reported a position in Sunoco in Q4 2020 and has held it in 23 quarters since.
  • 169 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.