CITIZENS FINANCIAL GROUP INC/RI SUN — SUNOCO INC COMMON STOCK

Ownership history in CITIZENS FINANCIAL GROUP INC/RI  ·  9 quarters on record

AI Ownership Summary

CITIZENS FINANCIAL GROUP INC/RI reported SUNOCO INC COMMON STOCK (SUN) in 9 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows SUN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIZENS FINANCIAL GROUP INC/RI's position in SUNOCO INC COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SUN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUN stock page CITIZENS FINANCIAL GROUP INC/RI fund profile CITIZENS FINANCIAL GROUP INC/RI full holdings
How CITIZENS FINANCIAL GROUP INC/RI held SUN — position size vs. price
% of Fund (quarterly)    SUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 4,639 — 0% 0.00% $232K 2025-10-24 $51.18
2025 Q2 UNCHANGED — — — 4,639 — 0% 0.00% $249K 2025-08-08 $49.68
2025 Q1 UNCHANGED — — — 4,639 — 0% 0.01% $269K 2025-05-09 $51.80
2024 Q4 ADDED — — — 4,639 +75 +1.6% 0.00% $239K 2025-02-07 $52.00
2024 Q3 REDUCED 91.7% -3.5% ✅ 4,564 -50,330 -91.7% 0.00% $245K 2024-11-08 $47.71
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SUN

As of 2026 Q1 — sorted by position size

ALPS ADVISORS INC 3Y 7Y 7.54% Fractal Investments LLC 3Y 4.74% INFRASTRUCTURE CAPITAL ADVISORS, LLC 3Y 7Y 4.4% Adams Asset Advisors, LLC 3Y 7Y 4.12% Recurrent Investment Advisors LLC 3Y 4.02% COOPERMAN LEON G 3Y 7Y 3.45% Kercheville Advisors, LLC 3Y 3.2% PARK CIRCLE Co 3Y 7Y 2.19% Barnett & Company, Inc. 3Y 7Y 2.0% Energy Income Partners, LLC 3Y 7Y 1.99%

FAQ About CITIZENS FINANCIAL GROUP INC/RI and SUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIZENS FINANCIAL GROUP INC/RI reported owning SUN?

CITIZENS FINANCIAL GROUP INC/RI reported SUN across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported SUN position in CITIZENS FINANCIAL GROUP INC/RI's portfolio?

The largest reported portfolio weight for SUN was 0.01% in 2025 Q1.

What is the latest reported SUN position on this page?

The most recent filing on this page is 2025 Q3, when CITIZENS FINANCIAL GROUP INC/RI reported 4,639 shares, equal to 0.00% of portfolio, with an estimated market value of $232K.

What does the chart on this SUN ownership page compare?

The chart compares CITIZENS FINANCIAL GROUP INC/RI's quarterly SUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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