IA
SUN icon

IFG Advisory’s Sunoco SUN Stock Holding History

IFG Advisory’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 		$530K Buy
8,160
+2,565
+46% +$156K 1.52% 10
2025
Q4 		$293K Hold
5,595
– – 0.01% 644
2025
Q3 		$280K Sell
5,595
-8,160
-59% -$424K 0.01% 655
2025
Q2 		$737K Hold
13,755
– – 0.04% 401
2025
Q1 		$799K Hold
13,755
– – 0.04% 359
2024
Q4 		$708K Sell
13,755
-196
-1% -$10.4K 0.04% 348
2024
Q3 		$749K Hold
13,951
– – 0.05% 297
2024
Q2 		$789K Buy
+13,951
New +$761K 0.05% 326
2024
Q1 		– Sell
-5,791
Closed -$347K – 550
2023
Q4 		$347K Hold
5,791
– – 0.03% 446
2023
Q3 		$283K Buy
+5,791
New +$263K 0.02% 448

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