Kingswood Wealth Advisors’s Sunoco SUN Stock Holding History

Kingswood 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 Q2	–	Sell	-3,513	Closed	-$204K	–	786
2025 Q1	$204K	Sell	3,513 -448	-11%	-$25.4K	0.02%	679
2024 Q4	$204K	Buy	+3,961	New	+$209K	0.02%	730

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingswood Wealth Advisors's SUN Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Sunoco (SUN) in Q2 2025, closing a stake of 3,513 shares — an estimated $204K sold.

Kingswood Wealth Advisors first reported a position in SUN in Q4 2024 and held it in 2 quarters. The position peaked at $204K in Q1 2025. 278 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

Kingswood Wealth Advisors reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 3,513 Sunoco shares in Q2 2025, an estimated $204K.
Kingswood Wealth Advisors first reported a position in Sunoco in Q4 2024 and held it in 2 quarters.
Kingswood Wealth Advisors's Sunoco position peaked at $204K in Q1 2025.
278 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.