MinichMacGregor Wealth Management’s Sunoco SUN Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-1,796	Closed	-$77.4K	–	577
2022 Q4	$77.4K	Buy	+1,796	New	+$75.8K	0.03%	140
2018 Q4	–	Sell	-520	Closed	-$15K	–	464
2018 Q3	$15K	Buy	+520	New	+$14K	0.01%	262

Other funds holding SUN

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MinichMacGregor Wealth Management's SUN Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Sunoco (SUN) in Q1 2023, closing a stake of 1,796 shares — an estimated $77.4K sold.

MinichMacGregor Wealth Management first reported a position in SUN in Q3 2018 and held it in 2 quarters. The position peaked at $77.4K in Q4 2022. 181 funds tracked by Wall St. Rank hold SUN as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Sunoco position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,796 Sunoco shares in Q1 2023, an estimated $77.4K.
MinichMacGregor Wealth Management first reported a position in Sunoco in Q3 2018 and held it in 2 quarters.
MinichMacGregor Wealth Management's Sunoco position peaked at $77.4K in Q4 2022.
181 funds tracked by Wall St. Rank held Sunoco as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.