Cetera Investment Advisers
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Cetera Investment Advisers’s Sunoco SUN Stock Holding History

Cetera Investment Advisers’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 		$4.06M Buy
62,560
+8,211
+15% +$498K ﹤0.01% 1664
2025
Q4 		$2.85M Buy
54,349
+2,931
+6% +$155K ﹤0.01% 1901
2025
Q3 		$2.57M Buy
51,418
+15,516
+43% +$807K ﹤0.01% 1959
2025
Q2 		$1.92M Buy
35,902
+2,416
+7% +$133K ﹤0.01% 1871
2025
Q1 		$1.94M Sell
33,486
-113
-0.3% -$6.4K ﹤0.01% 1771
2024
Q4 		$1.73M Buy
33,599
+916
+3% +$48.4K ﹤0.01% 1758
2024
Q3 		$1.75M Buy
32,683
+1,782
+6% +$96.7K ﹤0.01% 1716
2024
Q2 		$1.75M Buy
30,901
+8,764
+40% +$478K ﹤0.01% 1670
2024
Q1 		$1.33M Buy
+22,137
New +$1.34M ﹤0.01% 1853
2023
Q1 		– Sell
-7,918
Closed -$341K – 2241
2022
Q4 		$341K Buy
+7,918
New +$334K ﹤0.01% 1581
2022
Q3 		– Sell
-7,605
Closed -$283K – 1865
2022
Q2 		$283K Buy
+7,605
New +$309K ﹤0.01% 1451

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EIP
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CLG
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JP Morgan Chase
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Morgan Stanley
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RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return