QCIG
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Quad-Cities Investment Group’s Sunoco SUN Stock Holding History

Quad-Cities Investment Group’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 		$1.03M Buy
15,230
+1,035
+7% +$68.8K 0.37% 64
2026
Q1 		$922K Buy
14,195
+36
+0.3% +$2.18K 0.37% 64
2025
Q4 		$742K Buy
14,159
+541
+4% +$28.6K 0.31% 73
2025
Q3 		$681K Buy
13,618
+41
+0.3% +$2.13K 0.29% 76
2025
Q2 		$728K Buy
13,577
+536
+4% +$29.6K 0.33% 73
2025
Q1 		$757K Buy
13,041
+35
+0.3% +$1.98K 0.37% 63
2024
Q4 		$669K Sell
13,006
-253
-2% -$13.4K 0.33% 69
2024
Q3 		$712K Sell
13,259
-365
-3% -$19.8K 0.36% 67
2024
Q2 		$770K Buy
13,624
+288
+2% +$15.7K 0.43% 56
2024
Q1 		$804K Sell
13,336
-1,460
-10% -$88.3K 0.47% 52
2023
Q4 		$853K Sell
14,796
-3,302
-18% -$176K 0.53% 46
2023
Q3 		$886K Buy
18,098
+59
+0.3% +$2.68K 0.59% 43
2023
Q2 		$786K Buy
18,039
+58
+0.3% +$2.57K 0.51% 46
2023
Q1 		$789K Sell
17,981
-47
-0.3% -$2.12K 0.55% 45
2022
Q4 		$777K Buy
18,028
+119
+0.7% +$5.02K 0.57% 45
2022
Q3 		$698K Buy
17,909
+1,137
+7% +$44.7K 0.54% 46
2022
Q2 		$625K Sell
16,772
-18
-0.1% -$733 0.46% 55
2022
Q1 		$686K Sell
16,790
-492
-3% -$20.9K 0.44% 61
2021
Q4 		$706K Buy
17,282
+142
+0.8% +$5.63K 0.44% 64
2021
Q3 		$640K Buy
17,140
+1,327
+8% +$49.3K 0.45% 64
2021
Q2 		$596K Buy
15,813
+1,233
+8% +$43.8K 0.41% 70
2021
Q1 		$464K Buy
14,580
+244
+2% +$7.62K 0.35% 80
2020
Q4 		$413K Buy
14,336
+252
+2% +$6.83K 0.34% 87
2020
Q3 		$344K Buy
14,084
+263
+2% +$6.62K 0.33% 84
2020
Q2 		$316K Buy
13,821
+1,797
+15% +$41.8K 0.32% 90
2020
Q1 		$188K Buy
12,024
+641
+6% +$17.2K 0.24% 112
2019
Q4 		$348K Buy
11,383
+134
+1% +$4.22K 0.33% 93
2019
Q3 		$354K Buy
11,249
+133
+1% +$4.24K 0.3% 83
2019
Q2 		$348K Buy
11,116
+229
+2% +$7.03K 0.3% 86
2019
Q1 		$338K Buy
10,887
+128
+1% +$3.81K 0.31% 84
2018
Q4 		$293K Sell
10,759
-17
-0.2% -$474 0.3% 83
2018
Q3 		$320K Buy
10,776
+234
+2% +$6.3K 0.28% 87
2018
Q2 		$263K Buy
10,542
+232
+2% +$6.16K 0.24% 98
2018
Q1 		$264K Buy
+10,310
New +$304K 0.34% 95

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quad-Cities Investment Group's SUN Position: Q2 2026 in Review

Quad-Cities Investment Group increased its Sunoco (SUN) stake by 7.3% in Q2 2026, buying an estimated $68.8K and bringing the position to 15,230 shares worth $1.03M. The position accounts for 0.37% of the portfolio, ranked #64.

Quad-Cities Investment Group first reported a position in SUN in Q1 2018 and has held it in 34 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Quad-Cities Investment Group held 15,230 shares of Sunoco worth $1.03M as of Q2 2026.
  • Quad-Cities Investment Group bought 1,035 Sunoco shares in Q2 2026, an estimated $68.8K.
  • Sunoco made up 0.37% of Quad-Cities Investment Group's portfolio in Q2 2026, its #64 holding.
  • Quad-Cities Investment Group first reported a position in Sunoco in Q1 2018 and has held it in 34 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.