Back to SUN
Midwest Trust Co SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$617K
Q3 2026
Peak value
$617K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $380K |
| Q4 2025 | $398K |
| Q1 2026 | $551K |
| Q2 2026 | $573K |
| Q3 2026 | $617K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $617K | 8.5K | — | — |
| Q2 2026 | $573K | 8.5K | — | — |
| Q1 2026 | $551K | 8.5K | — | — |
| Q4 2025 | $398K | 7.6K | — | — |
| Q3 2025 | $380K | 7.6K | — | — |
Other funds holding SUN
$366.5M
$335.7M
$314.1M
$304.1M
$273.9M
$273.9M
$157.2M