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Patriot Financial Group Insurance Agency’s Sunoco SUN Stock Holding History

Patriot Financial Group Insurance Agency’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 		$390K Sell
5,771
-5,687
-50% -$378K 0.04% 353
2026
Q1 		$744K Buy
11,458
+5,774
+102% +$350K 0.04% 358
2025
Q4 		$298K Buy
5,684
+49
+0.9% +$2.59K 0.04% 387
2025
Q3 		$282K Buy
5,635
+779
+16% +$40.5K 0.04% 393
2025
Q2 		$260K Sell
4,856
-139
-3% -$7.67K 0.03% 437
2025
Q1 		$290K Sell
4,995
-337
-6% -$19.1K 0.04% 386
2024
Q4 		$274K Buy
5,332
+44
+0.8% +$2.33K 0.04% 388
2024
Q3 		$284K Sell
5,288
-545
-9% -$29.6K 0.04% 397
2024
Q2 		$330K Sell
5,833
-98
-2% -$5.34K 0.05% 346
2024
Q1 		$358K Buy
5,931
+154
+3% +$9.31K 0.06% 323
2023
Q4 		$346K Sell
5,777
-146
-2% -$7.77K 0.07% 305
2023
Q3 		$290K Sell
5,923
-973
-14% -$44.2K 0.06% 329
2023
Q2 		$300K Buy
6,896
+16
+0.2% +$708 0.06% 339
2023
Q1 		$302K Sell
6,880
-162
-2% -$7.3K 0.06% 337
2022
Q4 		$304K Buy
7,042
+73
+1% +$3.08K 0.04% 310
2022
Q3 		$272K Buy
6,969
+75
+1% +$2.95K 0.07% 319
2022
Q2 		$257K Sell
6,894
-493
-7% -$20.1K 0.05% 332
2022
Q1 		$302K Sell
7,387
-126
-2% -$5.36K 0.05% 326
2021
Q4 		$307K Sell
7,513
-512
-6% -$20.3K 0.05% 344
2021
Q3 		$299K Buy
8,025
+95
+1% +$3.53K 0.05% 339
2021
Q2 		$299K Buy
7,930
+96
+1% +$3.41K 0.05% 337
2021
Q1 		$249K Buy
7,834
+1,980
+34% +$61.9K 0.06% 336
2020
Q4 		$168K Buy
5,854
+3,390
+138% +$91.9K 0.04% 381
2020
Q3 		$60K Buy
2,464
+42
+2% +$1.06K 0.02% 498
2020
Q2 		$55K Sell
2,422
-14
-0.6% -$325 0.02% 493
2020
Q1 		$37K Buy
2,436
+124
+5% +$3.33K 0.02% 513
2019
Q4 		$71K Buy
2,312
+32
+1% +$1.01K 0.03% 413
2019
Q3 		$72K Buy
2,280
+182
+9% +$5.8K 0.03% 371
2019
Q2 		$68K Buy
2,098
+182
+9% +$5.59K 0.03% 391
2019
Q1 		$60K Buy
1,916
+526
+38% +$15.7K 0.03% 356
2018
Q4 		$38K Buy
1,390
+28
+2% +$781 0.03% 369
2018
Q3 		$40K Buy
1,362
+235
+21% +$6.33K 0.02% 345
2018
Q2 		$28K Buy
+1,127
New +$29.9K 0.03% 243

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SUN Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Sunoco (SUN) stake by 50% in Q2 2026, selling an estimated $378K and leaving 5,771 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #353.

Patriot Financial Group Insurance Agency first reported a position in SUN in Q2 2018 and has held it in 33 quarters since. The position peaked at $744K in Q1 2026. 170 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 5,771 shares of Sunoco worth $390K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,687 Sunoco shares in Q2 2026, an estimated $378K.
  • Sunoco made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #353 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Sunoco in Q2 2018 and has held it in 33 quarters since.
  • Patriot Financial Group Insurance Agency's Sunoco position peaked at $744K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.