MP
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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
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 		$647K 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

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

McDonald Partners's SUN Position: Q1 2026 in Review

McDonald Partners reduced its Sunoco (SUN) stake by 1.3% in Q1 2026, selling an estimated $12.1K and leaving 15,100 shares worth $981K. The position accounts for 0.23% of the portfolio, ranked #104.

McDonald Partners first reported a position in SUN in Q4 2020 and has held it in 21 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • McDonald Partners held 15,100 shares of Sunoco worth $981K as of Q1 2026.
  • McDonald Partners sold 200 Sunoco shares in Q1 2026, an estimated $12.1K.
  • Sunoco made up 0.23% of McDonald Partners's portfolio in Q1 2026, its #104 holding.
  • McDonald Partners first reported a position in Sunoco in Q4 2020 and has held it in 21 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.