CoreFirst Bank & Trust’s Sunoco SUN Stock Holding History

CoreFirst Bank & Trust’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	-45	Closed	-$2.31K	–	315
2024 Q4	$2.31K	Hold	45	–	–	﹤0.01%	345
2024 Q3	$2.42K	Buy	+45	New	+$2.44K	﹤0.01%	336

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CoreFirst Bank & Trust's SUN Position: Q1 2025 in Review

CoreFirst Bank & Trust sold out of Sunoco (SUN) in Q1 2025, closing a stake of 45 shares — an estimated $2.31K sold.

CoreFirst Bank & Trust first reported a position in SUN in Q3 2024 and held it in 2 quarters. The position peaked at $2.42K in Q3 2024. 289 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

CoreFirst Bank & Trust reported no remaining Sunoco position as of Q1 2025 after selling out during the quarter.
CoreFirst Bank & Trust sold 45 Sunoco shares in Q1 2025, an estimated $2.31K.
CoreFirst Bank & Trust first reported a position in Sunoco in Q3 2024 and held it in 2 quarters.
CoreFirst Bank & Trust's Sunoco position peaked at $2.42K in Q3 2024.
289 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2025, filed 29 Apr 2025.