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Coppell Advisory Solutions’s Sunoco SUN Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-33
Closed -$1.68K – 1669
2024
Q4 		$1.68K Buy
+33
New +$1.74K ﹤0.01% 1565
2024
Q3 		– Sell
-650
Closed -$36.7K – 1960
2024
Q2 		$36.7K Buy
+650
New +$35.4K 0.01% 574

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 $32.9B AUM 23.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Coppell Advisory Solutions's SUN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Sunoco (SUN) in Q1 2025, closing a stake of 33 shares — an estimated $1.68K sold.

Coppell Advisory Solutions first reported a position in SUN in Q2 2024 and held it in 2 quarters. The position peaked at $36.7K in Q2 2024. 290 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Sunoco position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 33 Sunoco shares in Q1 2025, an estimated $1.68K.
  • Coppell Advisory Solutions first reported a position in Sunoco in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Sunoco position peaked at $36.7K in Q2 2024.
  • 290 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.