Midwest Trust’s Sunoco SUN Stock Holding History

Midwest Trust’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	$573K	Hold	8,482	–	–	0.01%	427
2026 Q1	$551K	Buy	8,482 +887	+12%	+$53.8K	0.01%	426
2025 Q4	$398K	Hold	7,595	–	–	0.01%	454
2025 Q3	$380K	Hold	7,595	–	–	﹤0.01%	467
2025 Q2	$407K	Buy	+7,595	New	+$419K	0.01%	460

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Midwest Trust's SUN Position: Q2 2026 in Review

Midwest Trust held its Sunoco (SUN) position steady in Q2 2026 at 8,482 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #427.

Midwest Trust first reported a position in SUN in Q2 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Midwest Trust held 8,482 shares of Sunoco worth $573K as of Q2 2026.
Midwest Trust left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #427 holding.
Midwest Trust first reported a position in Sunoco in Q2 2025 and has held it in 5 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.