AWM
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AE Wealth Management’s Sunoco SUN Stock Holding History

AE Wealth Management’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
2025
Q1 		– Sell
-7,195
Closed -$370K – 2270
2024
Q4 		$370K Sell
7,195
-24,633
-77% -$1.3M ﹤0.01% 1014
2024
Q3 		$1.71M Buy
31,828
+17,048
+115% +$925K 0.02% 576
2024
Q2 		$836K Buy
+14,780
New +$806K 0.01% 748
2024
Q1 		– Sell
-14,935
Closed -$870K – 1888
2023
Q4 		$870K Sell
14,935
-1,753
-11% -$93.2K ﹤0.01% 1208
2023
Q3 		$817K Buy
16,688
+7,374
+79% +$335K ﹤0.01% 1180
2023
Q2 		$406K Sell
9,314
-15,681
-63% -$694K ﹤0.01% 1485
2023
Q1 		$1.1M Sell
24,995
-13,130
-34% -$592K 0.01% 1010
2022
Q4 		$1.64M Buy
38,125
+14
+0% +$591 0.01% 820
2022
Q3 		$1.49M Buy
38,111
+623
+2% +$24.5K 0.01% 801
2022
Q2 		$1.4M Buy
37,488
+26,095
+229% +$1.06M 0.01% 784
2022
Q1 		$465K Buy
11,393
+4,694
+70% +$200K ﹤0.01% 1258
2021
Q4 		$274K Buy
+6,699
New +$266K ﹤0.01% 1480

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's SUN Position: Q1 2025 in Review

AE Wealth Management sold out of Sunoco (SUN) in Q1 2025, closing a stake of 7,195 shares — an estimated $370K sold.

AE Wealth Management first reported a position in SUN in Q4 2021 and held it in 12 quarters. The position peaked at $1.71M in Q3 2024. 290 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

  • AE Wealth Management reported no remaining Sunoco position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 7,195 Sunoco shares in Q1 2025, an estimated $370K.
  • AE Wealth Management first reported a position in Sunoco in Q4 2021 and held it in 12 quarters.
  • AE Wealth Management's Sunoco position peaked at $1.71M in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.