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Custom Index Systems’s Sunoco SUN Stock Holding History

Custom Index Systems’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
Q3 		– Sell
-11,418
Closed -$612K – 282
2025
Q2 		$612K Buy
11,418
+1,662
+17% +$91.8K 0.29% 98
2025
Q1 		$566K Sell
9,756
-374
-4% -$21.2K 0.29% 101
2024
Q4 		$521K Sell
10,130
-11,125
-52% -$588K 0.28% 96
2024
Q3 		$1.14M Sell
21,255
-4,845
-19% -$263K 0.62% 41
2024
Q2 		$1.48M Buy
26,100
+1,593
+7% +$86.9K 0.85% 29
2024
Q1 		$1.48M Buy
+24,507
New +$1.48M 0.84% 31

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

Custom Index Systems's SUN Position: Q3 2025 in Review

Custom Index Systems sold out of Sunoco (SUN) in Q3 2025, closing a stake of 11,418 shares — an estimated $612K sold.

Custom Index Systems first reported a position in SUN in Q1 2024 and held it in 6 quarters. The position peaked at $1.48M in Q1 2024. 272 funds tracked by Wall St. Rank hold SUN as of Q3 2025.

  • Custom Index Systems reported no remaining Sunoco position as of Q3 2025 after selling out during the quarter.
  • Custom Index Systems sold 11,418 Sunoco shares in Q3 2025, an estimated $612K.
  • Custom Index Systems first reported a position in Sunoco in Q1 2024 and held it in 6 quarters.
  • Custom Index Systems's Sunoco position peaked at $1.48M in Q1 2024.
  • 272 funds tracked by Wall St. Rank held Sunoco as of Q3 2025.

Based on Custom Index Systems's 13F filing for Q3 2025, filed 29 Oct 2025.