CWM
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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 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return