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 		$890K Buy
13,700
+7,800
+132% +$473K ﹤0.01% 2633
2025
Q4 		$309K Buy
5,900
+4,400
+293% +$232K ﹤0.01% 3777
2025
Q3 		$75K Sell
1,500
-2,600
-63% -$135K ﹤0.01% 6059
2025
Q2 		$219K Sell
4,100
-11,900
-74% -$657K ﹤0.01% 4413
2025
Q1 		$928K Buy
16,000
+11,400
+248% +$645K ﹤0.01% 2771
2024
Q4 		$236K Sell
4,600
-26,600
-85% -$1.41M ﹤0.01% 4348
2024
Q3 		$1.67M Buy
31,200
+8,100
+35% +$439K ﹤0.01% 2434
2024
Q2 		$1.31M Buy
23,100
+18,400
+391% +$1M ﹤0.01% 2635
2024
Q1 		$283K Sell
4,700
-118,500
-96% -$7.17M ﹤0.01% 4474
2023
Q4 		$7.38M Buy
123,200
+49,200
+66% +$2.62M ﹤0.01% 1292
2023
Q3 		$3.62M Buy
74,000
+56,600
+325% +$2.57M ﹤0.01% 1571
2023
Q2 		$757K Sell
17,400
-800
-4% -$35.4K ﹤0.01% 2874
2023
Q1 		$798K Buy
18,200
+10,800
+146% +$487K ﹤0.01% 2802
2022
Q4 		$318K Sell
7,400
-74,700
-91% -$3.15M ﹤0.01% 3668
2022
Q3 		$3.2M Buy
82,100
+60,400
+278% +$2.38M ﹤0.01% 1546
2022
Q2 		$808K Buy
21,700
+13,600
+168% +$553K ﹤0.01% 2860
2022
Q1 		$330K Sell
8,100
-5,800
-42% -$247K ﹤0.01% 4408
2021
Q4 		$567K Buy
13,900
+2,300
+20% +$91.2K ﹤0.01% 3631
2021
Q3 		$435K Hold
11,600
– – ﹤0.01% 4311
2021
Q2 		$437K Buy
11,600
+11,515
+13,547% +$409K ﹤0.01% 4378
2021
Q1 		$270K Sell
85
-1,219
-93% -$38.1K ﹤0.01% 4278
2020
Q4 		$3.75M Buy
1,304
+693
+113% +$18.8K ﹤0.01% 1206
2020
Q3 		$1.49M Buy
611
+212
+53% +$5.34K ﹤0.01% 1808
2020
Q2 		$910K Buy
399
+163
+69% +$3.79K ﹤0.01% 2234
2020
Q1 		$369K Buy
236
+91
+63% +$2.44K ﹤0.01% 2923
2019
Q4 		$443K Sell
145
-131
-47% -$4.13K ﹤0.01% 2873
2019
Q3 		$868K Buy
276
+120
+77% +$3.83K ﹤0.01% 2074
2019
Q2 		$487K Sell
156
-32
-17% -$982 ﹤0.01% 2584
2019
Q1 		$585K Sell
188
-136
-42% -$4.05K ﹤0.01% 2500
2018
Q4 		$880K Sell
324
-44
-12% -$1.23K ﹤0.01% 1732
2018
Q3 		$1.09M Buy
368
+245
+199% +$6.6K ﹤0.01% 1800
2018
Q2 		$307K Buy
+123
New +$3.27K ﹤0.01% 2989
2017
Q4 		– Sell
-132
Closed -$4K – 6650
2017
Q3 		$4K Buy
132
+68
+106% +$2.12K ﹤0.01% 4608
2017
Q2 		$6K Sell
64
-165
-72% -$4.92K ﹤0.01% 4461
2017
Q1 		$4K Buy
229
+33
+17% +$875 ﹤0.01% 4816
2016
Q4 		$71K Buy
196
+120
+158% +$3.13K ﹤0.01% 1810
2016
Q3 		$5K Buy
76
+54
+245% +$1.62K ﹤0.01% 4315
2016
Q2 		$1K Sell
22
-308
-93% -$10.1K ﹤0.01% 5445
2016
Q1 		$42K Buy
330
+64
+24% +$2.04K ﹤0.01% 2109
2015
Q4 		$107K Buy
+266
New +$9.58K 0.01% 1295
2015
Q3 		– Sell
-43
Closed -$1K – 6162
2015
Q2 		$1K Buy
+43
New +$2.07K ﹤0.01% 4793

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.