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 Q3	$617K	Sell	8,470 -12	-0.1%	-$894	0.01%	428
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

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust's SUN Position: Q3 2026 in Review

Midwest Trust reduced its Sunoco (SUN) stake by 0.14% in Q3 2026, selling an estimated $894 and leaving 8,470 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #428.

Midwest Trust first reported a position in SUN in Q2 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

Midwest Trust held 8,470 shares of Sunoco worth $617K as of Q3 2026.
Midwest Trust sold 12 Sunoco shares in Q3 2026, an estimated $894.
Sunoco made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #428 holding.
Midwest Trust first reported a position in Sunoco in Q2 2025 and has held it in 6 quarters since.
63 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.