Great Valley Advisor Group’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$237K Buy
2025
Q2
Sell
2025
Q1
$205K Buy
2023
Q3
Sell
2023
Q2
$444K Buy
2023
Q1
$370K Sell
2022
Q4
$402K Sell
2022
Q3
$367K Buy
2022
Q2
$311K Buy
2022
Q1
$295K Buy