Rudius Management’s Sunoco SUN Stock Holding History

Rudius Management’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 Q1	–	Sell	-33	Closed	-$1.73K	–	7
2025 Q4	$1.73K	Hold	33	–	–	﹤0.01%	3
2025 Q3	$1.65K	Hold	33	–	–	﹤0.01%	4
2025 Q2	$1.77K	Hold	33	–	–	﹤0.01%	4
2025 Q1	$1.92K	Hold	33	–	–	﹤0.01%	5
2024 Q4	$1.7K	Hold	33	–	–	﹤0.01%	4
2024 Q3	$1.77K	Hold	33	–	–	﹤0.01%	8
2024 Q2	$1.87K	Hold	33	–	–	﹤0.01%	8
2024 Q1	$1.99K	Hold	33	–	–	﹤0.01%	7
2023 Q4	$1.98K	Hold	33	–	–	﹤0.01%	7
2023 Q3	$1.61K	Hold	33	–	–	﹤0.01%	7
2023 Q2	$1.44K	Hold	33	–	–	﹤0.01%	5
2023 Q1	$1.45K	Hold	33	–	–	﹤0.01%	5
2022 Q4	$1.42K	Hold	33	–	–	﹤0.01%	4
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	4
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	4
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	5
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	5
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	5
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	5
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	4
2020 Q4	$1K	Buy	+33	New	+$894	﹤0.01%	3

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Rudius Management's SUN Position: Q1 2026 in Review

Rudius Management sold out of Sunoco (SUN) in Q1 2026, closing a stake of 33 shares — an estimated $1.73K sold.

Rudius Management first reported a position in SUN in Q4 2020 and held it in 21 quarters. The position peaked at $1.99K in Q1 2024. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Rudius Management reported no remaining Sunoco position as of Q1 2026 after selling out during the quarter.
Rudius Management sold 33 Sunoco shares in Q1 2026, an estimated $1.73K.
Rudius Management first reported a position in Sunoco in Q4 2020 and held it in 21 quarters.
Rudius Management's Sunoco position peaked at $1.99K in Q1 2024.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Rudius Management's 13F filing for Q1 2026, filed 14 May 2026.