CMF
SUN icon

Counterpoint Mutual Funds’s Sunoco SUN Stock Holding History

Counterpoint Mutual Funds’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
-6,386
Closed -$371K – 432
2025
Q1 		$371K Buy
6,386
+447
+8% +$25.3K 0.05% 201
2024
Q4 		$306K Buy
5,939
+1,425
+32% +$75.3K 0.04% 220
2024
Q3 		$242K Buy
+4,514
New +$245K 0.05% 230
2024
Q2 		– Sell
-11,305
Closed -$682K – 286
2024
Q1 		$682K Buy
+11,305
New +$684K 0.17% 20
2023
Q4 		– Sell
-2,368
Closed -$116K – 274
2023
Q3 		$116K Buy
2,368
+444
+23% +$20.2K 0.1% 179
2023
Q2 		$83.8K Sell
1,924
-758
-28% -$33.6K 0.08% 284
2023
Q1 		$118K Buy
+2,682
New +$121K 0.1% 57
2021
Q4 		– Sell
-554
Closed -$21K – 239
2021
Q3 		$21K Buy
554
+196
+55% +$7.28K 0.02% 47
2021
Q2 		$13K Buy
+358
New +$12.7K 0.01% 121

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
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

Counterpoint Mutual Funds's SUN Position: Q2 2025 in Review

Counterpoint Mutual Funds sold out of Sunoco (SUN) in Q2 2025, closing a stake of 6,386 shares — an estimated $371K sold.

Counterpoint Mutual Funds first reported a position in SUN in Q2 2021 and held it in 9 quarters. The position peaked at $682K in Q1 2024. 279 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

  • Counterpoint Mutual Funds reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 6,386 Sunoco shares in Q2 2025, an estimated $371K.
  • Counterpoint Mutual Funds first reported a position in Sunoco in Q2 2021 and held it in 9 quarters.
  • Counterpoint Mutual Funds's Sunoco position peaked at $682K in Q1 2024.
  • 279 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2025, filed 14 Jul 2025.