CWM
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Congress Wealth Management’s Sunoco SUN Stock Holding History

Congress 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 		$1.05M Sell
19,522
-96
-0.5% -$5.3K 0.01% 696
2025
Q1 		$1.13M Buy
+19,618
New +$1.11M 0.01% 605

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

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

Congress Wealth Management reduced its Sunoco (SUN) stake by 0.49% in Q2 2025, selling an estimated $5.3K and leaving 19,522 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #696.

Congress Wealth Management first reported a position in SUN in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2025. 279 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

  • Congress Wealth Management held 19,522 shares of Sunoco worth $1.05M as of Q2 2025.
  • Congress Wealth Management sold 96 Sunoco shares in Q2 2025, an estimated $5.3K.
  • Sunoco made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #696 holding.
  • Congress Wealth Management first reported a position in Sunoco in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Sunoco position peaked at $1.13M in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

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