Global Wealth Strategies & Associates’s Sunoco SUN Stock Holding History

Global Wealth Strategies & Associates’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	-33	Closed	-$1.65K	–	592
2025 Q3	$1.65K	Hold	33	–	–	﹤0.01%	406
2025 Q2	$1.77K	Hold	33	–	–	﹤0.01%	311
2025 Q1	$1.92K	Hold	33	–	–	﹤0.01%	384
2024 Q4	$1.7K	Hold	33	–	–	﹤0.01%	335
2024 Q3	$1.77K	Hold	33	–	–	﹤0.01%	298
2024 Q2	$1.87K	Hold	33	–	–	﹤0.01%	271
2024 Q1	$1.99K	Hold	33	–	–	﹤0.01%	283
2023 Q4	$1.98K	Hold	33	–	–	﹤0.01%	255
2023 Q3	$1.61K	Hold	33	–	–	﹤0.01%	273
2023 Q2	$1.44K	Hold	33	–	–	﹤0.01%	268
2023 Q1	$1.45K	Hold	33	–	–	﹤0.01%	285
2022 Q4	$1.42K	Buy	+33	New	+$1.39K	﹤0.01%	288

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Global Wealth Strategies & Associates's SUN Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of Sunoco (SUN) in Q4 2025, closing a stake of 33 shares — an estimated $1.65K sold.

Global Wealth Strategies & Associates first reported a position in SUN in Q4 2022 and held it in 12 quarters. The position peaked at $1.99K in Q1 2024. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.

Global Wealth Strategies & Associates reported no remaining Sunoco position as of Q4 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 33 Sunoco shares in Q4 2025, an estimated $1.65K.
Global Wealth Strategies & Associates first reported a position in Sunoco in Q4 2022 and held it in 12 quarters.
Global Wealth Strategies & Associates's Sunoco position peaked at $1.99K in Q1 2024.
274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.