Simplex Trading
SUN icon

Simplex Trading’s Sunoco SUN Stock Holding History

Simplex Trading’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
-15,199
Closed -$922K – 10115
2025
Q4 		$797K Buy
+15,199
New +$803K ﹤0.01% 2845
2025
Q1 		– Sell
-17,247
Closed -$976K – 9641
2024
Q4 		$887K Sell
17,247
-5,782
-25% -$306K ﹤0.01% 2957
2024
Q3 		$1.24M Buy
23,029
+14,771
+179% +$801K ﹤0.01% 2714
2024
Q2 		$466K Buy
8,258
+6,233
+308% +$340K ﹤0.01% 3743
2024
Q1 		$122K Buy
+2,025
New +$122K ﹤0.01% 5382
2023
Q3 		– Sell
-8,277
Closed -$376K – 9782
2023
Q2 		$360K Buy
8,277
+819
+11% +$36.3K ﹤0.01% 3646
2023
Q1 		$327K Sell
7,458
-33,185
-82% -$1.5M ﹤0.01% 3736
2022
Q4 		$1.75M Buy
40,643
+9,666
+31% +$408K ﹤0.01% 1973
2022
Q3 		$1.21M Buy
+30,977
New +$1.22M ﹤0.01% 2436
2022
Q1 		– Sell
-3,090
Closed -$132K – 11366
2021
Q4 		$126K Buy
3,090
+1,728
+127% +$68.5K ﹤0.01% 5890
2021
Q3 		$51K Hold
1,362
– – ﹤0.01% 7490
2021
Q2 		$51K Buy
1,362
+590
+76% +$20.9K ﹤0.01% 7625
2021
Q1 		$24K Buy
+772
New +$24.1K ﹤0.01% 7316
2020
Q4 		– Sell
-14,250
Closed -$386K – 9059
2020
Q3 		$347K Buy
14,250
+8,768
+160% +$221K ﹤0.01% 3439
2020
Q2 		$125K Sell
5,482
-3,518
-39% -$81.8K ﹤0.01% 4560
2020
Q1 		$140K Buy
+9,000
New +$241K ﹤0.01% 4006
2018
Q3 		– Sell
-8,674
Closed -$234K – 8032
2018
Q2 		$216K Buy
+8,674
New +$230K ﹤0.01% 3391
2018
Q1 		– Sell
-1,797
Closed -$53K – 6839
2017
Q4 		$51K Sell
1,797
-9,624
-84% -$290K ﹤0.01% 2432
2017
Q3 		$355K Buy
+11,421
New +$356K 0.01% 858
2017
Q2 		– Sell
-15,530
Closed -$463K – 6769
2017
Q1 		$375K Sell
15,530
-9,399
-38% -$249K 0.02% 843
2016
Q4 		$670K Buy
24,929
+23,606
+1,784% +$615K 0.04% 405
2016
Q3 		$38K Sell
1,323
-14,447
-92% -$434K ﹤0.01% 2357
2016
Q2 		$472K Buy
+15,770
New +$516K 0.03% 543
2015
Q4 		– Sell
-2,896
Closed -$104K – 6108
2015
Q3 		$98K Buy
2,896
+1,243
+75% +$47.5K 0.01% 1433
2015
Q2 		$74K Buy
1,653
+1,332
+415% +$64.1K 0.01% 1387
2015
Q1 		$16K Buy
+321
New +$16.2K ﹤0.01% 2507

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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

Simplex Trading's SUN Position: Q1 2026 in Review

Simplex Trading sold out of Sunoco (SUN) in Q1 2026, closing a stake of 15,199 shares — an estimated $922K sold.

Simplex Trading first reported a position in SUN in Q1 2015 and held it in 26 quarters. The position peaked at $1.75M in Q4 2022. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Simplex Trading reported no remaining Sunoco position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 15,199 Sunoco shares in Q1 2026, an estimated $922K.
  • Simplex Trading first reported a position in Sunoco in Q1 2015 and held it in 26 quarters.
  • Simplex Trading's Sunoco position peaked at $1.75M in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.