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Valued Wealth Advisors’s SunCoke Energy SXC Stock Holding History

Valued Wealth Advisors’s Portfolio SXC Stock Details SXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.03K Buy
625
+215
+52% +$1.66K ﹤0.01% 444
2026
Q1 		$2.67K Buy
+410
New +$2.9K ﹤0.01% 503

Other funds holding SXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Valued Wealth Advisors's SXC Position: Q2 2026 in Review

Valued Wealth Advisors increased its SunCoke Energy (SXC) stake by 52% in Q2 2026, buying an estimated $1.66K and bringing the position to 625 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Valued Wealth Advisors first reported a position in SXC in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold SXC as of Q2 2026.

  • Valued Wealth Advisors held 625 shares of SunCoke Energy worth $5.03K as of Q2 2026.
  • Valued Wealth Advisors bought 215 SunCoke Energy shares in Q2 2026, an estimated $1.66K.
  • SunCoke Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #444 holding.
  • Valued Wealth Advisors first reported a position in SunCoke Energy in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.