Avantax Advisory Services’s Sunoco SUN Stock Holding History

Avantax Advisory Services’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	$682K	Sell	12,721 -191	-1%	-$10.5K	﹤0.01%	1396
2025 Q1	$750K	Buy	12,912 +812	+7%	+$46K	﹤0.01%	1249
2024 Q4	$622K	Buy	12,100 +1,048	+9%	+$55.4K	﹤0.01%	1315
2024 Q3	$593K	Sell	11,052 -785	-7%	-$42.6K	﹤0.01%	1304
2024 Q2	$669K	Buy	11,837 +4,088	+53%	+$223K	﹤0.01%	1191
2024 Q1	$467K	Sell	7,749 -701	-8%	-$42.4K	﹤0.01%	1079
2023 Q4	$506K	Buy	8,450 +536	+7%	+$28.5K	0.01%	975
2023 Q3	$387K	Buy	+7,914	New	+$359K	﹤0.01%	1056
2020 Q4	–	Sell	-9,926	Closed	-$241K	–	1319
2020 Q3	$241K	Buy	+9,926	New	+$250K	﹤0.01%	1134

Other funds holding SUN

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's SUN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Sunoco (SUN) stake by 1.5% in Q2 2025, selling an estimated $10.5K and leaving 12,721 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Avantax Advisory Services first reported a position in SUN in Q3 2020 and has held it in 9 quarters since. The position peaked at $750K in Q1 2025. 278 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

Avantax Advisory Services held 12,721 shares of Sunoco worth $682K as of Q2 2025.
Avantax Advisory Services sold 191 Sunoco shares in Q2 2025, an estimated $10.5K.
Sunoco made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1396 holding.
Avantax Advisory Services first reported a position in Sunoco in Q3 2020 and has held it in 9 quarters since.
Avantax Advisory Services's Sunoco position peaked at $750K in Q1 2025.
278 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.