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Financial Counselors Inc’s Sunoco SUN Stock Holding History

Financial Counselors Inc’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
-7,595
Closed -$441K – 465
2025
Q1 		$441K Sell
7,595
-1,761
-19% -$99.7K 0.01% 433
2024
Q4 		$481K Hold
9,356
– – 0.01% 417
2024
Q3 		$502K Sell
9,356
-250
-3% -$13.6K 0.01% 432
2024
Q2 		$543K Buy
9,606
+1,687
+21% +$92K 0.01% 390
2024
Q1 		$477K Hold
7,919
– – 0.01% 426
2023
Q4 		$475K Buy
7,919
+1,720
+28% +$91.5K 0.01% 415
2023
Q3 		$303K Hold
6,199
– – 0.01% 460
2023
Q2 		$270K Buy
+6,199
New +$274K 0.01% 444

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 $39B AUM 18.55% 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

Financial Counselors Inc's SUN Position: Q2 2025 in Review

Financial Counselors Inc sold out of Sunoco (SUN) in Q2 2025, closing a stake of 7,595 shares — an estimated $441K sold.

Financial Counselors Inc first reported a position in SUN in Q2 2023 and held it in 8 quarters. The position peaked at $543K in Q2 2024. 279 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

  • Financial Counselors Inc reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 7,595 Sunoco shares in Q2 2025, an estimated $441K.
  • Financial Counselors Inc first reported a position in Sunoco in Q2 2023 and held it in 8 quarters.
  • Financial Counselors Inc's Sunoco position peaked at $543K in Q2 2024.
  • 279 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.