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Delta Financial Group’s Sunoco SUN Stock Holding History

Delta Financial Group’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 		$518K Buy
+9,094
New +$515K 0.12% 130

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Delta Financial Group's SUN Position: Q1 2025 in Review

Delta Financial Group opened a new position in Sunoco (SUN) in Q1 2025: 9,094 shares worth $518K. The stake represents 0.12% of the portfolio and ranks #130 among its holdings.

289 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

  • Delta Financial Group held 9,094 shares of Sunoco worth $518K as of Q1 2025.
  • Sunoco was a new Delta Financial Group position in Q1 2025.
  • Sunoco made up 0.12% of Delta Financial Group's portfolio in Q1 2025, its #130 holding.
  • 289 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.