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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McIlrath & Eck's SUN Position: Q3 2025 in Review

McIlrath & Eck sold out of Sunoco (SUN) in Q3 2025, closing a stake of 3,436 shares — an estimated $184K sold.

McIlrath & Eck first reported a position in SUN in Q3 2019 and held it in 6 quarters. The position peaked at $199K in Q1 2025. 272 funds tracked by Wall St. Rank hold SUN as of Q3 2025.

McIlrath & Eck reported no remaining Sunoco position as of Q3 2025 after selling out during the quarter.
McIlrath & Eck sold 3,436 Sunoco shares in Q3 2025, an estimated $184K.
McIlrath & Eck first reported a position in Sunoco in Q3 2019 and held it in 6 quarters.
McIlrath & Eck's Sunoco position peaked at $199K in Q1 2025.
272 funds tracked by Wall St. Rank held Sunoco as of Q3 2025.

Based on McIlrath & Eck's 13F filing for Q3 2025, filed 22 Oct 2025.