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Triumph Capital Management’s Sunoco SUN Stock Holding History

Triumph Capital 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
Q2 		$33.8K Hold
500
– – 0.01% 782
2026
Q1 		$32.5K Hold
500
– – 0.01% 749
2025
Q4 		$26.2K Buy
+500
New +$26.4K 0.01% 790

Other funds holding SUN

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Triumph Capital Management's SUN Position: Q2 2026 in Review

Triumph Capital Management held its Sunoco (SUN) position steady in Q2 2026 at 500 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #782.

Triumph Capital Management first reported a position in SUN in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Triumph Capital Management held 500 shares of Sunoco worth $33.8K as of Q2 2026.
  • Triumph Capital Management left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #782 holding.
  • Triumph Capital Management first reported a position in Sunoco in Q4 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.