AWS
SUN icon

Atria Wealth Solutions’s Sunoco SUN Stock Holding History

Atria Wealth Solutions’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
-4,462
Closed -$259K – 1878
2025
Q1 		$259K Sell
4,462
-515
-10% -$29.1K ﹤0.01% 1564
2024
Q4 		$256K Buy
+4,977
New +$263K ﹤0.01% 1651
2024
Q1 		– Sell
-9,707
Closed -$582K – 2062
2023
Q4 		$582K Sell
9,707
-13,246
-58% -$705K 0.01% 1134
2023
Q3 		$1.12M Buy
22,953
+3,823
+20% +$174K 0.02% 757
2023
Q2 		$833K Sell
19,130
-211
-1% -$9.34K 0.01% 923
2023
Q1 		$849K Buy
19,341
+1,183
+7% +$53.3K 0.01% 857
2022
Q4 		$783K Buy
18,158
+401
+2% +$16.9K 0.01% 870
2022
Q3 		$692K Sell
17,757
-16,523
-48% -$650K 0.01% 863
2022
Q2 		$1.28M Buy
34,280
+3,101
+10% +$126K 0.02% 594
2022
Q1 		$1.27M Buy
+31,179
New +$1.33M 0.02% 628

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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's SUN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Sunoco (SUN) in Q2 2025, closing a stake of 4,462 shares — an estimated $259K sold.

Atria Wealth Solutions first reported a position in SUN in Q1 2022 and held it in 10 quarters. The position peaked at $1.28M in Q2 2022. 279 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,462 Sunoco shares in Q2 2025, an estimated $259K.
  • Atria Wealth Solutions first reported a position in Sunoco in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Sunoco position peaked at $1.28M in Q2 2022.
  • 279 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.