CWA
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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 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
Blackstone Inc New York $24.2B 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return