CIBC Private Wealth Group
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CIBC Private Wealth Group’s Sunoco SUN Stock Holding History

CIBC Private Wealth Group’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
Q4 		$7.45M Buy
142,135
+80
+0.1% +$4.23K 0.01% 382
2025
Q3 		$7.1M Buy
142,055
+15,810
+13% +$822K 0.01% 384
2025
Q2 		$6.77M Buy
126,245
+1,056
+0.8% +$58.3K 0.01% 387
2025
Q1 		$6.31M Sell
125,189
-106,162
-46% -$6.01M 0.01% 371
2024
Q4 		$12.1M Buy
231,351
+230,634
+32,167% +$12.2M 0.02% 319
2024
Q3 		$38.5K Buy
717
+417
+139% +$22.6K ﹤0.01% 1869
2024
Q2 		$16.9K Buy
300
+100
+50% +$5.45K ﹤0.01% 2095
2024
Q1 		$12K Buy
+200
New +$12.1K ﹤0.01% 2210
2018
Q3 		– Sell
-620
Closed -$15K – 1632
2018
Q2 		$15K Sell
620
-340
-35% -$9.03K ﹤0.01% 1479
2018
Q1 		$24K Sell
960
-103,744
-99% -$3.06M ﹤0.01% 1347
2017
Q4 		$2.97M Buy
+104,704
New +$3.16M 0.01% 427
2015
Q2 		– Sell
-18,122
Closed -$931K – 633
2015
Q1 		$931K Buy
+18,122
New +$916K 0.01% 473

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 $871B 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

CIBC Private Wealth Group's SUN Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Sunoco (SUN) stake by 0.06% in Q4 2025, buying an estimated $4.23K and bringing the position to 142,135 shares worth $7.45M. The position accounts for 0.01% of the portfolio, ranked #382.

CIBC Private Wealth Group first reported a position in SUN in Q1 2015 and has held it in 12 quarters since. The position peaked at $12.1M in Q4 2024. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.

  • CIBC Private Wealth Group held 142,135 shares of Sunoco worth $7.45M as of Q4 2025.
  • CIBC Private Wealth Group bought 80 Sunoco shares in Q4 2025, an estimated $4.23K.
  • Sunoco made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #382 holding.
  • CIBC Private Wealth Group first reported a position in Sunoco in Q1 2015 and has held it in 12 quarters since.
  • CIBC Private Wealth Group's Sunoco position peaked at $12.1M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.