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McIlrath & Eck’s Sunoco SUN Stock Holding History

McIlrath & Eck’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
Q3 		– Sell
-3,436
Closed -$184K – 979
2025
Q2 		$184K Buy
3,436
+7
+0.2% +$386 0.02% 142
2025
Q1 		$199K Buy
+3,429
New +$194K 0.02% 131
2020
Q3 		– Sell
-1,000
Closed -$23K – 712
2020
Q2 		$23K Hold
1,000
– – 0.01% 217
2020
Q1 		$16K Hold
1,000
– – 0.01% 233
2019
Q4 		$31K Hold
1,000
– – 0.01% 181
2019
Q3 		$31K Buy
+1,000
New +$31.9K 0.02% 170

Other funds holding SUN

AA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Blackstone Inc
Blackstone Inc New York $24.2B 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return