SXC β€” SunCoke Energy Inc

Ownership history in One Wealth Advisors, LLC  Β·  12 quarters on record

AI Ownership Summary

One Wealth Advisors, LLC reported SunCoke Energy Inc (SXC) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows SXC at 0.03% 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 SXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was One Wealth Advisors, LLC's position in SunCoke Energy Inc, 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

SXC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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
2023 Q4 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.

How One Wealth Advisors, LLC held SXC β€” position size vs. price
% of Fund (quarterly)    SXC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 25,726 -391 -1.5% 0.03% $210K 2025-11-03 $7.97
2025 Q2 REDUCED 26,117 -959 -3.5% 0.03% $224K 2025-07-17 $8.15
2025 Q1 ADDED 27,076 +10,128 +59.8% 0.04% $249K 2025-05-06 $8.36
2024 Q4 UNCHANGED 16,948 β€” 0% 0.03% $181K 2025-01-24 $9.47
2024 Q3 ADDED 16,948 +5,851 +52.7% 0.02% $147K 2024-10-16 $7.98
2024 Q1 REDUCED 11,097 -31 -0.3% 0.02% $125K 2024-04-15 $9.53
2023 Q4 REDUCED 11,128 -9,400 -45.8% 0.02% $120K 2024-02-13 $9.78
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SXC

As of 2026 Q1 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About One Wealth Advisors, LLC and SXC

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

How long has One Wealth Advisors, LLC reported owning SXC?

One Wealth Advisors, LLC reported SXC across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SXC position in One Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for SXC was 0.04% in 2025 Q1.

What is the latest reported SXC position on this page?

The most recent filing on this page is 2025 Q3, when One Wealth Advisors, LLC reported 25,726 shares, equal to 0.03% of portfolio, with an estimated market value of $210K.

What does the chart on this SXC ownership page compare?

The chart compares One Wealth Advisors, LLC's quarterly SXC 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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