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 		$455K Sell
7,000
-24,400
-78% -$1.48M ﹤0.01% 3376
2025
Q4 		$1.65M Sell
31,400
-1,000
-3% -$52.8K ﹤0.01% 2140
2025
Q3 		$1.62M Buy
32,400
+27,100
+511% +$1.41M ﹤0.01% 2536
2025
Q2 		$284K Sell
5,300
-13,100
-71% -$723K ﹤0.01% 4130
2025
Q1 		$1.07M Sell
18,400
-12,500
-40% -$707K ﹤0.01% 2652
2024
Q4 		$1.59M Sell
30,900
-42,200
-58% -$2.23M ﹤0.01% 2398
2024
Q3 		$3.92M Buy
73,100
+19,000
+35% +$1.03M ﹤0.01% 1681
2024
Q2 		$3.06M Buy
54,100
+44,900
+488% +$2.45M ﹤0.01% 1819
2024
Q1 		$554K Buy
9,200
+600
+7% +$36.3K ﹤0.01% 3754
2023
Q4 		$515K Buy
8,600
+8,100
+1,620% +$431K ﹤0.01% 3666
2023
Q3 		$24K Sell
500
-24,100
-98% -$1.09M ﹤0.01% 6482
2023
Q2 		$1.07M Sell
24,600
-2,000
-8% -$88.5K ﹤0.01% 2538
2023
Q1 		$1.17M Buy
26,600
+6,300
+31% +$284K ﹤0.01% 2450
2022
Q4 		$874K Sell
20,300
-48,800
-71% -$2.06M ﹤0.01% 2593
2022
Q3 		$2.69M Buy
69,100
+63,100
+1,052% +$2.48M ﹤0.01% 1712
2022
Q2 		$223K Buy
6,000
+2,100
+54% +$85.5K ﹤0.01% 4474
2022
Q1 		$159K Sell
3,900
-4,900
-56% -$209K ﹤0.01% 5488
2021
Q4 		$359K Buy
8,800
+3,200
+57% +$127K ﹤0.01% 4296
2021
Q3 		$210K Hold
5,600
– – ﹤0.01% 5520
2021
Q2 		$211K Buy
5,600
+5,403
+2,743% +$192K ﹤0.01% 5595
2021
Q1 		$627K Sell
197
-1,006
-84% -$31.4K ﹤0.01% 3034
2020
Q4 		$3.46M Buy
1,203
+740
+160% +$20.1K ﹤0.01% 1272
2020
Q3 		$1.13M Buy
463
+49
+12% +$1.23K ﹤0.01% 2107
2020
Q2 		$945K Buy
414
+247
+148% +$5.74K ﹤0.01% 2199
2020
Q1 		$261K Sell
167
-31
-16% -$832 ﹤0.01% 3283
2019
Q4 		$605K Sell
198
-23
-10% -$725 ﹤0.01% 2561
2019
Q3 		$695K Buy
221
+27
+14% +$861 ﹤0.01% 2296
2019
Q2 		$606K Sell
194
-147
-43% -$4.51K ﹤0.01% 2392
2019
Q1 		$1.06M Buy
341
+203
+147% +$6.04K ﹤0.01% 1950
2018
Q4 		$375K Sell
138
-111
-45% -$3.1K ﹤0.01% 2489
2018
Q3 		$735K Buy
249
+98
+65% +$2.64K ﹤0.01% 2199
2018
Q2 		$376K Buy
151
+120
+387% +$3.19K ﹤0.01% 2759
2018
Q1 		$13K Hold
31
– – ﹤0.01% 3804
2017
Q4 		$5K Sell
31
-333
-91% -$10K ﹤0.01% 4561
2017
Q3 		$22K Buy
364
+239
+191% +$7.44K ﹤0.01% 3071
2017
Q2 		$14K Sell
125
-264
-68% -$7.87K ﹤0.01% 3672
2017
Q1 		$86K Sell
389
-271
-41% -$7.18K ﹤0.01% 1884
2016
Q4 		$82K Buy
660
+451
+216% +$11.7K ﹤0.01% 1713
2016
Q3 		$27K Buy
209
+25
+14% +$751 ﹤0.01% 2674
2016
Q2 		$30K Buy
184
+38
+26% +$1.24K ﹤0.01% 2536
2016
Q1 		$8K Buy
146
+44
+43% +$1.4K ﹤0.01% 3707
2015
Q4 		$3K Buy
102
+43
+73% +$1.55K ﹤0.01% 4306
2015
Q3 		$23K Buy
59
+8
+16% +$306 ﹤0.01% 2658
2015
Q2 		$8K Buy
+51
New +$2.45K ﹤0.01% 3275

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.