Hudson Valley Investment Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-12,000
| Closed | -$600K | – | 178 |
|
|
2025
Q3 | $600K | Sell |
12,000
-30
| -0.2% | -$1.56K | 0.06% | 118 |
|
|
2025
Q2 | $645K | Hold |
12,030
| – | – | 0.07% | 115 |
|
|
2025
Q1 | $698K | Hold |
12,030
| – | – | 0.08% | 107 |
|
|
2024
Q4 | $619K | Hold |
12,030
| – | – | 0.07% | 111 |
|
|
2024
Q3 | $646K | Buy |
12,030
+30
| +0.3% | +$1.63K | 0.07% | 113 |
|
|
2024
Q2 | $692K | Hold |
12,000
| – | – | 0.09% | 113 |
|
|
2024
Q1 | $723K | Hold |
12,000
| – | – | 0.09% | 111 |
|
|
2023
Q4 | $692K | Hold |
12,000
| – | – | 0.09% | 113 |
|
|
2023
Q3 | $587K | Hold |
12,000
| – | – | 0.08% | 126 |
|
|
2023
Q2 | $523K | Hold |
12,000
| – | – | 0.07% | 136 |
|
|
2023
Q1 | $527K | Hold |
12,000
| – | – | 0.07% | 139 |
|
|
2022
Q4 | $517K | Hold |
12,000
| – | – | 0.08% | 135 |
|
|
2022
Q3 | $468K | Hold |
12,000
| – | – | 0.08% | 141 |
|
|
2022
Q2 | $447K | Hold |
12,000
| – | – | 0.07% | 153 |
|
|
2022
Q1 | $490K | Hold |
12,000
| – | – | 0.07% | 145 |
|
|
2021
Q4 | $490K | Hold |
12,000
| – | – | 0.08% | 133 |
|
|
2021
Q3 | $448K | Hold |
12,000
| – | – | 0.08% | 124 |
|
|
2021
Q2 | $452K | Hold |
12,000
| – | – | 0.08% | 125 |
|
|
2021
Q1 | $382K | Hold |
12,000
| – | – | 0.07% | 130 |
|
|
2020
Q4 | $345K | Buy |
+12,000
| New | +$325K | 0.07% | 126 |
|
|
2020
Q3 | – | Sell |
-11,000
| Closed | -$251K | – | 161 |
|
|
2020
Q2 | $251K | Hold |
11,000
| – | – | 0.06% | 134 |
|
|
2020
Q1 | $172K | Hold |
11,000
| – | – | 0.05% | 139 |
|
|
2019
Q4 | $337K | Hold |
11,000
| – | – | 0.07% | 130 |
|
|
2019
Q3 | $346K | Hold |
11,000
| – | – | 0.08% | 129 |
|
|
2019
Q2 | $344K | Hold |
11,000
| – | – | 0.08% | 132 |
|
|
2019
Q1 | $343K | Hold |
11,000
| – | – | 0.08% | 122 |
|
|
2018
Q4 | $299K | Hold |
11,000
| – | – | 0.07% | 131 |
|
|
2018
Q3 | $325K | Hold |
11,000
| – | – | 0.08% | 123 |
|
|
2018
Q2 | $275K | Hold |
11,000
| – | – | 0.07% | 127 |
|
|
2018
Q1 | $281K | Buy |
11,000
+1,300
| +13% | +$38.3K | 0.07% | 127 |
|
|
2017
Q4 | $275K | Hold |
9,700
| – | – | 0.07% | 134 |
|
|
2017
Q3 | $302K | Buy |
9,700
+1,700
| +21% | +$52.9K | 0.08% | 129 |
|
|
2017
Q2 | $245K | Buy |
+8,000
| New | +$239K | 0.07% | 134 |
|
Other funds holding SUN
AA
EIP
CLG
Hudson Valley Investment Advisors's SUN Position: Q4 2025 in Review
Hudson Valley Investment Advisors sold out of Sunoco (SUN) in Q4 2025, closing a stake of 12,000 shares — an estimated $600K sold.
Hudson Valley Investment Advisors first reported a position in SUN in Q2 2017 and held it in 33 quarters. The position peaked at $723K in Q1 2024. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.
- Hudson Valley Investment Advisors reported no remaining Sunoco position as of Q4 2025 after selling out during the quarter.
- Hudson Valley Investment Advisors sold 12,000 Sunoco shares in Q4 2025, an estimated $600K.
- Hudson Valley Investment Advisors first reported a position in Sunoco in Q2 2017 and held it in 33 quarters.
- Hudson Valley Investment Advisors's Sunoco position peaked at $723K in Q1 2024.
- 274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.
Based on Hudson Valley Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.