GPS Wealth Strategies Group’s Sunoco SUN Stock Holding History

GPS Wealth Strategies 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 Q4	$14.4K	Sell	275 -410	-60%	-$21.7K	0.01%	348
2025 Q3	$34.3K	Hold	685	–	–	﹤0.01%	764
2025 Q2	$36.7K	Sell	685 -559	-45%	-$30.9K	﹤0.01%	709
2025 Q1	$72.2K	Buy	1,244 +150	+14%	+$8.49K	0.01%	533
2024 Q4	$56.3K	Hold	1,094	–	–	0.01%	556
2024 Q3	$58.7K	Hold	1,094	–	–	0.01%	546
2024 Q2	$61.8K	Hold	1,094	–	–	0.01%	497
2024 Q1	$65.9K	Hold	1,094	–	–	0.01%	454
2023 Q4	$65.6K	Buy	1,094 +17	+2%	+$904	0.01%	435
2023 Q3	$52.7K	Buy	1,077 +19	+2%	+$863	0.01%	474
2023 Q2	$46.1K	Buy	1,058 +20	+2%	+$885	0.01%	509
2023 Q1	$45.6K	Buy	+1,038	New	+$46.8K	0.01%	499
2022 Q4	–	Sell	-510	Closed	-$20K	–	963
2022 Q3	$20K	Buy	+510	New	+$20.1K	0.01%	621

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 $32.9B AUM 23.66% 1-Year Est. Return

EIP

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

CLG

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

GPS Wealth Strategies Group's SUN Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Sunoco (SUN) stake by 60% in Q4 2025, selling an estimated $21.7K and leaving 275 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #348.

GPS Wealth Strategies Group first reported a position in SUN in Q3 2022 and has held it in 13 quarters since. The position peaked at $72.2K in Q1 2025. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.

GPS Wealth Strategies Group held 275 shares of Sunoco worth $14.4K as of Q4 2025.
GPS Wealth Strategies Group sold 410 Sunoco shares in Q4 2025, an estimated $21.7K.
Sunoco made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #348 holding.
GPS Wealth Strategies Group first reported a position in Sunoco in Q3 2022 and has held it in 13 quarters since.
GPS Wealth Strategies Group's Sunoco position peaked at $72.2K in Q1 2025.
274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.