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IPG Investment Advisors’s Sunoco SUN Stock Holding History

IPG Investment 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
Q2 		– Sell
-3,760
Closed -$218K – 203
2025
Q1 		$218K Buy
+3,760
New +$213K 0.05% 152
2024
Q4 		– Sell
-3,760
Closed -$202K – 204
2024
Q3 		$202K Hold
3,760
– – 0.04% 161
2024
Q2 		$213K Hold
3,760
– – 0.05% 156
2024
Q1 		$227K Hold
3,760
– – 0.05% 140
2023
Q4 		$225K Sell
3,760
-990
-21% -$52.7K 0.05% 165
2023
Q3 		$233K Sell
4,750
-1,200
-20% -$54.5K 0.05% 141
2023
Q2 		$259K Sell
5,950
-1,550
-21% -$68.6K 0.06% 139
2023
Q1 		$329K Sell
7,500
-1,620
-18% -$73K 0.08% 114
2022
Q4 		$393K Sell
9,120
-1,370
-13% -$57.8K 0.11% 85
2022
Q3 		$409K Buy
10,490
+200
+2% +$7.87K 0.11% 81
2022
Q2 		$383K Buy
10,290
+2,860
+38% +$116K 0.1% 90
2022
Q1 		$303K Buy
7,430
+1,050
+16% +$44.7K 0.06% 126
2021
Q4 		$261K Buy
+6,380
New +$253K 0.05% 160

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IPG Investment Advisors's SUN Position: Q2 2025 in Review

IPG Investment Advisors sold out of Sunoco (SUN) in Q2 2025, closing a stake of 3,760 shares — an estimated $218K sold.

IPG Investment Advisors first reported a position in SUN in Q4 2021 and held it in 13 quarters. The position peaked at $409K in Q3 2022. 279 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

  • IPG Investment Advisors reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
  • IPG Investment Advisors sold 3,760 Sunoco shares in Q2 2025, an estimated $218K.
  • IPG Investment Advisors first reported a position in Sunoco in Q4 2021 and held it in 13 quarters.
  • IPG Investment Advisors's Sunoco position peaked at $409K in Q3 2022.
  • 279 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on IPG Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.