Petrus Trust Company’s SunCoke Energy SXC Stock Holding History

Petrus Trust Company’s Portfolio SXC Stock Details SXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-45,566	Closed	-$391K	–	496
2025 Q2	$391K	Sell	45,566 -46,799	-51%	-$406K	0.04%	203
2025 Q1	$850K	Buy	92,365 +50,095	+119%	+$481K	0.08%	58
2024 Q4	$452K	Sell	42,270 -45,003	-52%	-$482K	0.04%	274
2024 Q3	$758K	Buy	87,273 +53,739	+160%	+$497K	0.07%	86
2024 Q2	$329K	Hold	33,534	–	–	0.03%	398
2024 Q1	$378K	Buy	33,534 +23,032	+219%	+$249K	0.03%	333
2023 Q4	$113K	Hold	10,502	–	–	0.01%	581
2023 Q3	$107K	Hold	10,502	–	–	0.01%	549
2023 Q2	$82.7K	Hold	10,502	–	–	0.01%	561
2023 Q1	$94.3K	Hold	10,502	–	–	0.01%	519
2022 Q4	$90.6K	Buy	+10,502	New	+$81.2K	0.01%	463
2020 Q4	–	Sell	-31,996	Closed	-$109K	–	222
2020 Q3	$109K	Hold	31,996	–	–	0.01%	253
2020 Q2	$95K	Hold	31,996	–	–	0.01%	245
2020 Q1	$123K	Buy	31,996 +9,065	+40%	+$45.9K	0.02%	142
2019 Q4	$143K	Buy	+22,931	New	+$127K	0.02%	273
2019 Q3	–	Sell	-26,466	Closed	-$235K	–	347
2019 Q2	$235K	Hold	26,466	–	–	0.04%	175
2019 Q1	$225K	Buy	26,466 +13,547	+105%	+$132K	0.04%	200
2018 Q4	$110K	Buy	+12,919	New	+$132K	0.02%	212
2017 Q1	–	Sell	-30,699	Closed	-$348K	–	218
2016 Q4	$348K	Buy	+30,699	New	+$326K	0.09%	74

Other funds holding SXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Petrus Trust Company's SXC Position: Q3 2025 in Review

Petrus Trust Company sold out of SunCoke Energy (SXC) in Q3 2025, closing a stake of 45,566 shares — an estimated $391K sold.

Petrus Trust Company first reported a position in SXC in Q4 2016 and held it in 19 quarters. The position peaked at $850K in Q1 2025. 228 funds tracked by Wall St. Rank hold SXC as of Q3 2025.

Petrus Trust Company reported no remaining SunCoke Energy position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 45,566 SunCoke Energy shares in Q3 2025, an estimated $391K.
Petrus Trust Company first reported a position in SunCoke Energy in Q4 2016 and held it in 19 quarters.
Petrus Trust Company's SunCoke Energy position peaked at $850K in Q1 2025.
228 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.