Icon Wealth Advisors’s Sunoco SUN Stock Holding History

Icon Wealth Advisors’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	-2,574	Closed	-$129K	–	508
2025 Q3	$129K	Buy	2,574 +131	+5%	+$6.81K	0.01%	455
2025 Q2	$131K	Buy	2,443 +394	+19%	+$21.8K	0.01%	449
2025 Q1	$119K	Hold	2,049	–	–	0.01%	450
2024 Q4	$105K	Hold	2,049	–	–	0.01%	495
2024 Q3	$110K	Hold	2,049	–	–	0.01%	461
2024 Q2	$113K	Buy	+2,049	New	+$112K	0.01%	416

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

Icon Wealth Advisors's SUN Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Sunoco (SUN) in Q4 2025, closing a stake of 2,574 shares — an estimated $129K sold.

Icon Wealth Advisors first reported a position in SUN in Q2 2024 and held it in 6 quarters. The position peaked at $131K in Q2 2025. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.

Icon Wealth Advisors reported no remaining Sunoco position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 2,574 Sunoco shares in Q4 2025, an estimated $129K.
Icon Wealth Advisors first reported a position in Sunoco in Q2 2024 and held it in 6 quarters.
Icon Wealth Advisors's Sunoco position peaked at $131K in Q2 2025.
274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.