Sunbelt Securities’s Sunoco SUN Stock Holding History

Sunbelt Securities’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	$86.5K	Buy	1,331 +1,100	+476%	+$66.7K	0.01%	883
2025 Q4	$12.1K	Hold	231	–	–	﹤0.01%	1395
2025 Q3	$11.6K	Hold	231	–	–	﹤0.01%	1408
2025 Q2	$11.9K	Hold	231	–	–	﹤0.01%	1275
2025 Q1	$13.4K	Hold	231	–	–	﹤0.01%	1209
2024 Q4	$11.8K	Sell	231 -850	-79%	-$44.9K	﹤0.01%	1280
2024 Q3	$58K	Hold	1,081	–	–	0.01%	902
2024 Q2	$61.1K	Buy	1,081 +200	+23%	+$10.9K	0.01%	855
2024 Q1	$53.1K	Hold	881	–	–	0.01%	861
2023 Q4	$52.8K	Hold	881	–	–	0.01%	809
2023 Q3	$43.1K	Sell	881 -400	-31%	-$18.2K	0.01%	841
2023 Q2	$55.8K	Hold	1,281	–	–	0.01%	765
2023 Q1	$56K	Buy	+1,281	New	+$57.7K	0.01%	715
2020 Q1	–	Sell	-33,105	Closed	-$1.01M	–	624
2019 Q4	$1.01M	Buy	33,105 +2	+0%	+$63	0.11%	198
2019 Q3	$1.04M	Buy	+33,103	New	+$1.06M	0.12%	179

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

Sunbelt Securities's SUN Position: Q1 2026 in Review

Sunbelt Securities increased its Sunoco (SUN) stake by 476% in Q1 2026, buying an estimated $66.7K and bringing the position to 1,331 shares worth $86.5K. The position accounts for 0.01% of the portfolio, ranked #883.

Sunbelt Securities first reported a position in SUN in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.04M in Q3 2019. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Sunbelt Securities held 1,331 shares of Sunoco worth $86.5K as of Q1 2026.
Sunbelt Securities bought 1,100 Sunoco shares in Q1 2026, an estimated $66.7K.
Sunoco made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #883 holding.
Sunbelt Securities first reported a position in Sunoco in Q3 2019 and has held it in 15 quarters since.
Sunbelt Securities's Sunoco position peaked at $1.04M in Q3 2019.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.