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Compass Wealth Management’s Sunoco SUN Stock Holding History

Compass Wealth Management’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
-800
Closed -$46.4K – 374
2025
Q1 		$46.4K Hold
800
– – 0.01% 252
2024
Q4 		$41.2K Hold
800
– – 0.01% 263
2024
Q3 		$42.9K Hold
800
– – 0.01% 267
2024
Q2 		$45.2K Hold
800
– – 0.01% 256
2024
Q1 		$48.2K Hold
800
– – 0.01% 251
2023
Q4 		$47.9K Hold
800
– – 0.01% 249
2023
Q3 		$39.2K Buy
800
+300
+60% +$13.6K 0.01% 254
2023
Q2 		$21.8K Hold
500
– – 0.01% 322
2023
Q1 		$21.9K Hold
500
– – 0.01% 314
2022
Q4 		$21.6K Buy
+500
New +$21.1K 0.01% 310

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Wealth Management's SUN Position: Q2 2025 in Review

Compass Wealth Management sold out of Sunoco (SUN) in Q2 2025, closing a stake of 800 shares — an estimated $46.4K sold.

Compass Wealth Management first reported a position in SUN in Q4 2022 and held it in 10 quarters. The position peaked at $48.2K in Q1 2024. 279 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

  • Compass Wealth Management reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 800 Sunoco shares in Q2 2025, an estimated $46.4K.
  • Compass Wealth Management first reported a position in Sunoco in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Sunoco position peaked at $48.2K in Q1 2024.
  • 279 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.