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UHLMANN PRICE SECURITIES’s Sunoco SUN Stock Holding History

UHLMANN PRICE 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 		$511K Sell
7,865
-155
-2% -$9.4K 0.03% 126
2025
Q4 		$420K Sell
8,020
-1,016
-11% -$53.7K 0.25% 100
2025
Q3 		$452K Buy
9,036
+250
+3% +$13K 0.28% 91
2025
Q2 		$471K Sell
8,786
-1,002
-10% -$55.3K 0.34% 74
2025
Q1 		$568K Buy
9,788
+4
+0% +$226 0.42% 58
2024
Q4 		$503K Sell
9,784
-289
-3% -$15.3K 0.38% 68
2024
Q3 		$541K Buy
+10,073
New +$546K 0.43% 61

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

UHLMANN PRICE SECURITIES's SUN Position: Q1 2026 in Review

UHLMANN PRICE SECURITIES reduced its Sunoco (SUN) stake by 1.9% in Q1 2026, selling an estimated $9.4K and leaving 7,865 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #126.

UHLMANN PRICE SECURITIES first reported a position in SUN in Q3 2024 and has held it in 7 quarters since. The position peaked at $568K in Q1 2025. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • UHLMANN PRICE SECURITIES held 7,865 shares of Sunoco worth $511K as of Q1 2026.
  • UHLMANN PRICE SECURITIES sold 155 Sunoco shares in Q1 2026, an estimated $9.4K.
  • Sunoco made up 0.03% of UHLMANN PRICE SECURITIES's portfolio in Q1 2026, its #126 holding.
  • UHLMANN PRICE SECURITIES first reported a position in Sunoco in Q3 2024 and has held it in 7 quarters since.
  • UHLMANN PRICE SECURITIES's Sunoco position peaked at $568K in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q1 2026, filed 16 Apr 2026.