EBA
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Eagle Bay Advisors’s Sunoco SUN Stock Holding History

Eagle Bay Advisors’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
-94
Closed -$4.83K – 846
2024
Q4 		$4.83K Sell
94
-34
-27% -$1.8K ﹤0.01% 715
2024
Q3 		$6.87K Sell
128
-33
-20% -$1.79K ﹤0.01% 885
2024
Q2 		$9.1K Buy
161
+81
+101% +$4.42K 0.01% 576
2024
Q1 		$4.82K Buy
+80
New +$4.84K ﹤0.01% 738

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

Eagle Bay Advisors's SUN Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Sunoco (SUN) in Q1 2025, closing a stake of 94 shares — an estimated $4.83K sold.

Eagle Bay Advisors first reported a position in SUN in Q1 2024 and held it in 4 quarters. The position peaked at $9.1K in Q2 2024. 290 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Sunoco position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 94 Sunoco shares in Q1 2025, an estimated $4.83K.
  • Eagle Bay Advisors first reported a position in Sunoco in Q1 2024 and held it in 4 quarters.
  • Eagle Bay Advisors's Sunoco position peaked at $9.1K in Q2 2024.
  • 290 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.