Cerity Partners
SUN icon

Cerity Partners’s Sunoco SUN Stock Holding History

Cerity Partners’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
2026
Q1 		$371K Sell
5,707
-483
-8% -$29.3K ﹤0.01% 2466
2025
Q4 		$324K Buy
+6,190
New +$327K ﹤0.01% 2365
2020
Q2 		– Sell
-30,000
Closed -$469K – 485
2020
Q1 		$469K Hold
30,000
– – 0.03% 290
2019
Q4 		$918K Buy
+30,000
New +$945K 0.05% 252

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