Texas Yale Capital Corp’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.65M | Buy |
133,146
+2,450
| +2% | +$149K | 0.25% | 59 |
|
|
2025
Q4 | $6.85M | Buy |
130,696
+8,980
| +7% | +$475K | 0.21% | 68 |
|
|
2025
Q3 | $6.09M | Buy |
121,716
+31,050
| +34% | +$1.61M | 0.19% | 78 |
|
|
2025
Q2 | $4.86M | Buy |
90,666
+9,190
| +11% | +$507K | 0.16% | 87 |
|
|
2025
Q1 | $4.73M | Buy |
81,476
+11,400
| +16% | +$645K | 0.19% | 91 |
|
|
2024
Q4 | $3.6M | Buy |
70,076
+2,100
| +3% | +$111K | 0.14% | 112 |
|
|
2024
Q3 | $3.65M | Buy |
67,976
+2,300
| +4% | +$125K | 0.16% | 109 |
|
|
2024
Q2 | $3.71M | Buy |
65,676
+41,376
| +170% | +$2.26M | 0.18% | 101 |
|
|
2024
Q1 | $1.47M | Buy |
24,300
+900
| +4% | +$54.4K | 0.07% | 216 |
|
|
2023
Q4 | $1.4M | Buy |
23,400
+12,750
| +120% | +$678K | 0.07% | 210 |
|
|
2023
Q3 | $521K | Hold |
10,650
| – | – | 0.02% | 303 |
|
|
2023
Q2 | $464K | Hold |
10,650
| – | – | 0.02% | 325 |
|
|
2023
Q1 | $467K | Hold |
10,650
| – | – | 0.02% | 331 |
|
|
2022
Q4 | $459K | Hold |
10,650
| – | – | 0.03% | 335 |
|
|
2022
Q3 | $415K | Hold |
10,650
| – | – | 0.03% | 332 |
|
|
2022
Q2 | $397K | Hold |
10,650
| – | – | 0.03% | 327 |
|
|
2022
Q1 | $435K | Hold |
10,650
| – | – | 0.02% | 334 |
|
|
2021
Q4 | $435K | Hold |
10,650
| – | – | 0.02% | 336 |
|
|
2021
Q3 | $397K | Hold |
10,650
| – | – | 0.02% | 343 |
|
|
2021
Q2 | $402K | Hold |
10,650
| – | – | 0.02% | 341 |
|
|
2021
Q1 | $339K | Sell |
10,650
-6,350
| -37% | -$198K | 0.02% | 351 |
|
|
2020
Q4 | $489K | Hold |
17,000
| – | – | 0.03% | 309 |
|
|
2020
Q3 | $415K | Hold |
17,000
| – | – | 0.03% | 317 |
|
|
2020
Q2 | $388K | Hold |
17,000
| – | – | 0.03% | 319 |
|
|
2020
Q1 | $266K | Hold |
17,000
| – | – | 0.03% | 344 |
|
|
2019
Q4 | $520K | Hold |
17,000
| – | – | 0.04% | 322 |
|
|
2019
Q3 | $535K | Hold |
17,000
| – | – | 0.04% | 316 |
|
|
2019
Q2 | $532K | Sell |
17,000
-17,000
| -50% | -$522K | 0.04% | 325 |
|
|
2019
Q1 | $1.06M | Buy |
34,000
+17,000
| +100% | +$506K | 0.04% | 316 |
|
|
2018
Q4 | $462K | Hold |
17,000
| – | – | 0.04% | 310 |
|
|
2018
Q3 | $502K | Hold |
17,000
| – | – | 0.04% | 326 |
|
|
2018
Q2 | $424K | Hold |
17,000
| – | – | 0.04% | 340 |
|
|
2018
Q1 | $434K | Hold |
17,000
| – | – | 0.04% | 340 |
|
|
2017
Q4 | $483K | Sell |
17,000
-3,550
| -17% | -$107K | 0.04% | 327 |
|
|
2017
Q3 | $639K | Sell |
20,550
-1,300
| -6% | -$40.5K | 0.06% | 289 |
|
|
2017
Q2 | $669K | Hold |
21,850
| – | – | 0.06% | 275 |
|
|
2017
Q1 | $528K | Buy |
21,850
+6,500
| +42% | +$172K | 0.05% | 305 |
|
|
2016
Q4 | $413K | Sell |
15,350
-77,560
| -83% | -$2.02M | 0.04% | 325 |
|
|
2016
Q3 | $2.69M | Buy |
92,910
+16,725
| +22% | +$503K | 0.26% | 77 |
|
|
2016
Q2 | $2.28M | Buy |
+76,185
| New | +$2.49M | 0.23% | 90 |
|
Other funds holding SUN
AA
EIP
CLG
RIA