Spirit of America Management Corp’s Sunoco SUN Stock Holding History

Spirit of America Management Corp’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	$574K	Hold	8,500	–	–	0.11%	173
2026 Q1	$552K	Hold	8,500	–	–	0.11%	170
2025 Q4	$445K	Sell	8,500 -4,500	-35%	-$238K	0.09%	188
2025 Q3	$650K	Sell	13,000 -500	-4%	-$26K	0.13%	163
2025 Q2	$723K	Hold	13,500	–	–	0.15%	148
2025 Q1	$784K	Hold	13,500	–	–	0.16%	138
2024 Q4	$694K	Sell	13,500 -14,055	-51%	-$743K	0.14%	142
2024 Q3	$1.48M	Hold	27,555	–	–	0.29%	82
2024 Q2	$1.56M	Hold	27,555	–	–	0.32%	76
2024 Q1	$1.66M	Hold	27,555	–	–	0.33%	76
2023 Q4	$1.65M	Sell	27,555 -76,919	-74%	-$4.09M	0.36%	70
2023 Q3	$5.11M	Hold	104,474	–	–	1.16%	25
2023 Q2	$4.55M	Hold	104,474	–	–	1.03%	25
2023 Q1	$4.59M	Buy	104,474 +3,000	+3%	+$135K	1.03%	26
2022 Q4	$4.37M	Hold	101,474	–	–	0.98%	27
2022 Q3	$3.95M	Sell	101,474 -1,000	-1%	-$39.3K	0.94%	27
2022 Q2	$3.82M	Hold	102,474	–	–	0.87%	30
2022 Q1	$4.18M	Hold	102,474	–	–	0.82%	32
2021 Q4	$4.18M	Sell	102,474 -2,000	-2%	-$79.3K	0.84%	35
2021 Q3	$3.9M	Hold	104,474	–	–	0.84%	32
2021 Q2	$3.94M	Sell	104,474 -5,200	-5%	-$185K	0.84%	32
2021 Q1	$3.49M	Sell	109,674 -6,000	-5%	-$187K	0.83%	33
2020 Q4	$3.33M	Sell	115,674 -2,000	-2%	-$54.2K	0.83%	35
2020 Q3	$2.87M	Buy	117,674 +3,800	+3%	+$95.7K	0.78%	37
2020 Q2	$2.6M	Sell	113,874 -48,500	-30%	-$1.13M	0.67%	39
2020 Q1	$2.54M	Sell	162,374 -32,935	-17%	-$884K	0.82%	31
2019 Q4	$5.98M	Sell	195,309 -8,120	-4%	-$256K	1.04%	25
2019 Q3	$6.4M	Sell	203,429 -6,000	-3%	-$191K	1.03%	28
2019 Q2	$6.55M	Hold	209,429	–	–	0.98%	30
2019 Q1	$6.53M	Sell	209,429 -4,300	-2%	-$128K	0.95%	32
2018 Q4	$5.81M	Hold	213,729	–	–	0.92%	32
2018 Q3	$6.32M	Hold	213,729	–	–	0.78%	37
2018 Q2	$5.33M	Hold	213,729	–	–	0.66%	45
2018 Q1	$5.45M	Hold	213,729	–	–	0.72%	41
2017 Q4	$6.07M	Hold	213,729	–	–	0.67%	46
2017 Q3	$6.65M	Hold	213,729	–	–	0.7%	43
2017 Q2	$6.54M	Hold	213,729	–	–	0.71%	41
2017 Q1	$5.17M	Sell	213,729 -4,650	-2%	-$123K	0.55%	48
2016 Q4	$5.87M	Sell	218,379 -4,100	-2%	-$107K	0.68%	42
2016 Q3	$6.45M	Buy	222,479 +28,447	+15%	+$855K	0.84%	38
2016 Q2	$5.81M	Hold	194,032	–	–	0.85%	37
2016 Q1	$6.43M	Buy	194,032 +64,189	+49%	+$2.05M	1.14%	23
2015 Q4	$5.14M	Buy	129,843 +104,669	+416%	+$3.77M	0.98%	30
2015 Q3	$852K	Hold	25,174	–	–	0.18%	113
2015 Q2	$1.14M	Buy	25,174 +20,000	+387%	+$962K	0.22%	96
2015 Q1	$266K	Buy	+5,174	New	+$262K	0.06%	255

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Spirit of America Management Corp's SUN Position: Q2 2026 in Review

Spirit of America Management Corp held its Sunoco (SUN) position steady in Q2 2026 at 8,500 shares worth $574K. The position accounts for 0.11% of the portfolio, ranked #173.

Spirit of America Management Corp first reported a position in SUN in Q1 2015 and has held it in 46 quarters since. The position peaked at $6.65M in Q3 2017. 189 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Spirit of America Management Corp held 8,500 shares of Sunoco worth $574K as of Q2 2026.
Spirit of America Management Corp left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.11% of Spirit of America Management Corp's portfolio in Q2 2026, its #173 holding.
Spirit of America Management Corp first reported a position in Sunoco in Q1 2015 and has held it in 46 quarters since.
Spirit of America Management Corp's Sunoco position peaked at $6.65M in Q3 2017.
189 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.