HIP
SUN icon

HUB Investment Partners’s Sunoco SUN Stock Holding History

HUB Investment Partners’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
2026
Q1 		$9.38M Sell
144,370
-26,001
-15% -$1.58M 0.23% 96
2025
Q4 		$8.93M Sell
170,371
-763
-0.4% -$40.3K 0.24% 89
2025
Q3 		$8.56M Sell
171,134
-35,472
-17% -$1.84M 0.31% 83
2025
Q2 		$11.1M Sell
206,606
-236
-0.1% -$13K 0.39% 64
2025
Q1 		$12M Sell
206,842
-8,951
-4% -$507K 0.48% 56
2024
Q4 		$11.1M Sell
215,793
-25,078
-10% -$1.33M 0.47% 56
2024
Q3 		$12.9M Sell
240,871
-1,382
-0.6% -$75K 0.57% 52
2024
Q2 		$13.7M Buy
242,253
+3,487
+1% +$190K 0.66% 41
2024
Q1 		$14.4M Sell
238,766
-1,182
-0.5% -$71.5K 0.8% 29
2023
Q4 		$14.4M Buy
+239,948
New +$12.8M 1% 20

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return