Cahill Financial Advisors’s Sunoco SUN Stock Holding History

Cahill Financial Advisors’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
2021 Q4	–	Sell	-250	Closed	-$9K	–	704
2021 Q3	$9K	Buy	+250	New	+$9.28K	﹤0.01%	578

Other funds holding SUN

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

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

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

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

Cahill Financial Advisors's SUN Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Sunoco (SUN) in Q4 2021, closing a stake of 250 shares — an estimated $9K sold.

Cahill Financial Advisors first reported a position in SUN in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 160 funds tracked by Wall St. Rank hold SUN as of Q4 2021.

Cahill Financial Advisors reported no remaining Sunoco position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 250 Sunoco shares in Q4 2021, an estimated $9K.
Cahill Financial Advisors first reported a position in Sunoco in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's Sunoco position peaked at $9K in Q3 2021.
160 funds tracked by Wall St. Rank held Sunoco as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.