FWM
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Finer Wealth Management’s Sunoco SUN Stock Holding History

Finer Wealth Management’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
Q4 		– Sell
-30,780
Closed -$1.54M – 86
2025
Q3 		$1.54M Sell
30,780
-2,162
-7% -$112K 0.77% 32
2025
Q2 		$1.77M Buy
32,942
+859
+3% +$47.4K 0.94% 28
2025
Q1 		$1.86M Buy
32,083
+1,056
+3% +$59.8K 1.12% 28
2024
Q4 		$1.6M Buy
31,027
+921
+3% +$48.7K 0.91% 28
2024
Q3 		$1.62M Buy
30,106
+3,022
+11% +$164K 1% 27
2024
Q2 		$1.53M Buy
27,084
+1,483
+6% +$80.9K 0.99% 26
2024
Q1 		$1.54M Buy
25,601
+3,325
+15% +$201K 1.01% 30
2023
Q4 		$1.33M Buy
22,276
+1,977
+10% +$105K 0.99% 31
2023
Q3 		$994K Buy
20,299
+4,095
+25% +$186K 0.79% 33
2023
Q2 		$706K Buy
16,204
+626
+4% +$27.7K 0.55% 45
2023
Q1 		$684K Buy
15,578
+444
+3% +$20K 0.58% 44
2022
Q4 		$652K Buy
15,134
+33
+0.2% +$1.39K 0.61% 41
2022
Q3 		$588K Buy
15,101
+1,463
+11% +$57.6K 0.58% 45
2022
Q2 		$508K Buy
13,638
+5,265
+63% +$214K 0.46% 47
2022
Q1 		$342K Buy
+8,373
New +$356K 0.28% 67

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Finer Wealth Management's SUN Position: Q4 2025 in Review

Finer Wealth Management sold out of Sunoco (SUN) in Q4 2025, closing a stake of 30,780 shares — an estimated $1.54M sold.

Finer Wealth Management first reported a position in SUN in Q1 2022 and held it in 15 quarters. The position peaked at $1.86M in Q1 2025. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.

  • Finer Wealth Management reported no remaining Sunoco position as of Q4 2025 after selling out during the quarter.
  • Finer Wealth Management sold 30,780 Sunoco shares in Q4 2025, an estimated $1.54M.
  • Finer Wealth Management first reported a position in Sunoco in Q1 2022 and held it in 15 quarters.
  • Finer Wealth Management's Sunoco position peaked at $1.86M in Q1 2025.
  • 274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.

Based on Finer Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.