TWM
SUN icon

Tradition Wealth Management’s Sunoco SUN Stock Holding History

Tradition Wealth Management’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 		$651K Buy
10,019
+56
+0.6% +$3.4K 0.05% 247
2025
Q4 		$522K Buy
9,963
+61
+0.6% +$3.22K 0.04% 281
2025
Q3 		$495K Buy
9,902
+62
+0.6% +$3.23K 0.04% 290
2025
Q2 		$527K Buy
9,840
+56
+0.6% +$3.09K 0.04% 262
2025
Q1 		$568K Buy
9,784
+53
+0.5% +$3K 0.05% 231
2024
Q4 		$501K Buy
9,731
+55
+0.6% +$2.91K 0.04% 242
2024
Q3 		$519K Buy
9,676
+554
+6% +$30.1K 0.05% 236
2024
Q2 		$516K Sell
9,122
-266
-3% -$14.5K 0.05% 228
2024
Q1 		$566K Buy
9,388
+49
+0.5% +$2.96K 0.06% 208
2023
Q4 		$560K Buy
9,339
+59
+0.6% +$3.14K 0.06% 172
2023
Q3 		$454K Sell
9,280
-506
-5% -$23K 0.05% 192
2023
Q2 		$426K Buy
9,786
+1,090
+13% +$48.2K 0.05% 197
2023
Q1 		$382K Buy
8,696
+54
+0.6% +$2.43K 0.05% 214
2022
Q4 		$372K Buy
8,642
+57
+0.7% +$2.41K 0.05% 203
2022
Q3 		$335K Buy
8,585
+59
+0.7% +$2.32K 0.05% 195
2022
Q2 		$318K Buy
8,526
+2,058
+32% +$83.8K 0.05% 206
2022
Q1 		$264K Buy
6,468
+57
+0.9% +$2.43K 0.03% 257
2021
Q4 		$262K Buy
6,411
+557
+10% +$22.1K 0.03% 265
2021
Q3 		$218K Buy
5,854
+61
+1% +$2.27K 0.03% 264
2021
Q2 		$218K Buy
5,793
+562
+11% +$19.9K 0.03% 272
2021
Q1 		$167K Buy
5,231
+68
+1% +$2.12K 0.03% 270
2020
Q4 		$149K Buy
+5,163
New +$140K 0.03% 259

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

Tradition Wealth Management's SUN Position: Q1 2026 in Review

Tradition Wealth Management increased its Sunoco (SUN) stake by 0.56% in Q1 2026, buying an estimated $3.4K and bringing the position to 10,019 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #247.

Tradition Wealth Management first reported a position in SUN in Q4 2020 and has held it in 22 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Tradition Wealth Management held 10,019 shares of Sunoco worth $651K as of Q1 2026.
  • Tradition Wealth Management bought 56 Sunoco shares in Q1 2026, an estimated $3.4K.
  • Sunoco made up 0.05% of Tradition Wealth Management's portfolio in Q1 2026, its #247 holding.
  • Tradition Wealth Management first reported a position in Sunoco in Q4 2020 and has held it in 22 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.