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Centennial Wealth Advisory’s Sunoco SUN Stock Holding History

Centennial Wealth Advisory’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
-4,590
Closed -$267K – 172
2025
Q1 		$267K Buy
4,590
+68
+2% +$3.85K 0.1% 127
2024
Q4 		$233K Buy
4,522
+74
+2% +$3.91K 0.09% 130
2024
Q3 		$239K Buy
4,448
+72
+2% +$3.91K 0.09% 128
2024
Q2 		$247K Buy
4,376
+102
+2% +$5.56K 0.11% 124
2024
Q1 		$258K Sell
4,274
-824
-16% -$49.8K 0.12% 114
2023
Q4 		$306K Buy
5,098
+78
+2% +$4.15K 0.16% 99
2023
Q3 		$246K Buy
5,020
+93
+2% +$4.22K 0.13% 119
2023
Q2 		$215K Buy
4,927
+93
+2% +$4.12K 0.11% 121
2023
Q1 		$212K Buy
4,834
+82
+2% +$3.7K 0.11% 118
2022
Q4 		$205K Buy
+4,752
New +$201K 0.11% 117

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

Centennial Wealth Advisory's SUN Position: Q2 2025 in Review

Centennial Wealth Advisory sold out of Sunoco (SUN) in Q2 2025, closing a stake of 4,590 shares — an estimated $267K sold.

Centennial Wealth Advisory first reported a position in SUN in Q4 2022 and held it in 10 quarters. The position peaked at $306K in Q4 2023. 279 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

  • Centennial Wealth Advisory reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
  • Centennial Wealth Advisory sold 4,590 Sunoco shares in Q2 2025, an estimated $267K.
  • Centennial Wealth Advisory first reported a position in Sunoco in Q4 2022 and held it in 10 quarters.
  • Centennial Wealth Advisory's Sunoco position peaked at $306K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Centennial Wealth Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.