BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Sunoco SUN Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	$336K	Buy	4,607 +2,123	+85%	+$158K	0.09%	199
2026 Q2	$168K	Sell	2,484 -600	-19%	-$39.9K	0.02%	574
2026 Q1	$200K	Hold	3,084	–	–	0.03%	527
2025 Q4	$162K	Buy	3,084 +164	+6%	+$8.67K	0.02%	594
2025 Q3	$146K	Buy	2,920 +600	+26%	+$31.2K	0.02%	580
2025 Q2	$124K	Hold	2,320	–	–	0.02%	630
2025 Q1	$135K	Hold	2,320	–	–	0.02%	591
2024 Q4	$119K	Sell	2,320 -180	-7%	-$9.5K	0.02%	594
2024 Q3	$134K	Buy	+2,500	New	+$136K	0.02%	621

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SUN Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Sunoco (SUN) stake by 85% in Q3 2026, buying an estimated $158K and bringing the position to 4,607 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #199.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SUN in Q3 2024 and has held it in 9 quarters since. 260 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 4,607 shares of Sunoco worth $336K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 2,123 Sunoco shares in Q3 2026, an estimated $158K.
Sunoco made up 0.09% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #199 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Sunoco in Q3 2024 and has held it in 9 quarters since.
260 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.