Citizens Financial Group’s Sunoco SUN Stock Holding History

Citizens Financial 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	–	Sell	-4,639	Closed	-$232K	–	847
2025 Q3	$232K	Hold	4,639	–	–	﹤0.01%	727
2025 Q2	$249K	Hold	4,639	–	–	﹤0.01%	624
2025 Q1	$269K	Hold	4,639	–	–	0.01%	523
2024 Q4	$239K	Buy	4,639 +75	+2%	+$3.96K	﹤0.01%	515
2024 Q3	$245K	Buy	+4,564	New	+$248K	﹤0.01%	498

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Citizens Financial Group's SUN Position: Q4 2025 in Review

Citizens Financial Group sold out of Sunoco (SUN) in Q4 2025, closing a stake of 4,639 shares — an estimated $232K sold.

Citizens Financial Group first reported a position in SUN in Q3 2024 and held it in 5 quarters. The position peaked at $269K in Q1 2025. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.

Citizens Financial Group reported no remaining Sunoco position as of Q4 2025 after selling out during the quarter.
Citizens Financial Group sold 4,639 Sunoco shares in Q4 2025, an estimated $232K.
Citizens Financial Group first reported a position in Sunoco in Q3 2024 and held it in 5 quarters.
Citizens Financial Group's Sunoco position peaked at $269K in Q1 2025.
274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.

Based on Citizens Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.