Alpha Cubed Investments’s Sunoco SUN Stock Holding History

Alpha Cubed Investments’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 Q2	–	Sell	-3,512	Closed	-$204K	–	318
2025 Q1	$204K	Buy	+3,512	New	+$199K	0.01%	282
2024 Q2	–	Sell	-3,474	Closed	-$209K	–	309
2024 Q1	$209K	Buy	3,474 +12	+0.3%	+$726	0.01%	263
2023 Q4	$207K	Buy	+3,462	New	+$184K	0.01%	252

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alpha Cubed Investments's SUN Position: Q2 2025 in Review

Alpha Cubed Investments sold out of Sunoco (SUN) in Q2 2025, closing a stake of 3,512 shares — an estimated $204K sold.

Alpha Cubed Investments first reported a position in SUN in Q4 2023 and held it in 3 quarters. The position peaked at $209K in Q1 2024. 279 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

Alpha Cubed Investments reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
Alpha Cubed Investments sold 3,512 Sunoco shares in Q2 2025, an estimated $204K.
Alpha Cubed Investments first reported a position in Sunoco in Q4 2023 and held it in 3 quarters.
Alpha Cubed Investments's Sunoco position peaked at $209K in Q1 2024.
279 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Alpha Cubed Investments's 13F filing for Q2 2025, filed 7 Aug 2025.