Morgan Stanley’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $72.2M | Sell |
1,111,826
-527,594
| -32% | -$32M | ﹤0.01% | 1741 |
|
|
2025
Q4 | $85.9M | Buy |
1,639,420
+617,700
| +60% | +$32.6M | 0.01% | 1578 |
|
|
2025
Q3 | $51.1M | Sell |
1,021,720
-88,756
| -8% | -$4.62M | ﹤0.01% | 1988 |
|
|
2025
Q2 | $59.5M | Sell |
1,110,476
-53,217
| -5% | -$2.94M | ﹤0.01% | 1767 |
|
|
2025
Q1 | $67.6M | Sell |
1,163,693
-549,121
| -32% | -$31.1M | ﹤0.01% | 1546 |
|
|
2024
Q4 | $88.1M | Buy |
1,712,814
+316,170
| +23% | +$16.7M | 0.01% | 1353 |
|
|
2024
Q3 | $75M | Sell |
1,396,644
-16,327
| -1% | -$886K | 0.01% | 1469 |
|
|
2024
Q2 | $79.9M | Buy |
1,412,971
+956,313
| +209% | +$52.1M | 0.01% | 1342 |
|
|
2024
Q1 | $27.5M | Sell |
456,658
-1,053,198
| -70% | -$63.7M | ﹤0.01% | 2345 |
|
|
2023
Q4 | $90.5M | Buy |
1,509,856
+673,303
| +80% | +$35.8M | ﹤0.01% | 1829 |
|
|
2023
Q3 | $40.9M | Buy |
836,553
+110,156
| +15% | +$5M | ﹤0.01% | 1770 |
|
|
2023
Q2 | $31.6M | Sell |
726,397
-54,134
| -7% | -$2.4M | ﹤0.01% | 2009 |
|
|
2023
Q1 | $34.3M | Sell |
780,531
-46,737
| -6% | -$2.11M | ﹤0.01% | 1894 |
|
|
2022
Q4 | $35.7M | Buy |
827,268
+53,931
| +7% | +$2.28M | ﹤0.01% | 1799 |
|
|
2022
Q3 | $30.1M | Sell |
773,337
-43,542
| -5% | -$1.71M | ﹤0.01% | 1763 |
|
|
2022
Q2 | $30.4M | Sell |
816,879
-174,725
| -18% | -$7.11M | ﹤0.01% | 1831 |
|
|
2022
Q1 | $40.5M | Buy |
991,604
+123,679
| +14% | +$5.26M | 0.01% | 1458 |
|
|
2021
Q4 | $35.4M | Sell |
867,925
-45,189
| -5% | -$1.79M | ﹤0.01% | 1615 |
|
|
2021
Q3 | $34.1M | Sell |
913,114
-62,027
| -6% | -$2.3M | ﹤0.01% | 1577 |
|
|
2021
Q2 | $36.8M | Sell |
975,141
-427,091
| -30% | -$15.2M | ﹤0.01% | 1557 |
|
|
2021
Q1 | $44.6M | Sell |
1,402,232
-621,463
| -31% | -$19.4M | 0.01% | 1250 |
|
|
2020
Q4 | $58.2M | Buy |
2,023,695
+66,565
| +3% | +$1.8M | 0.01% | 984 |
|
|
2020
Q3 | $47.7M | Sell |
1,957,130
-121,239
| -6% | -$3.05M | 0.01% | 921 |
|
|
2020
Q2 | $47.4M | Sell |
2,078,369
-628,587
| -23% | -$14.6M | 0.01% | 865 |
|
|
2020
Q1 | $42.3M | Buy |
2,706,956
+1,555,639
| +135% | +$41.7M | 0.01% | 811 |
|
|
2019
Q4 | $35.2M | Buy |
1,151,317
+814,648
| +242% | +$25.7M | 0.01% | 1172 |
|
|
2019
Q3 | $10.6M | Buy |
336,669
+21,857
| +7% | +$697K | ﹤0.01% | 2062 |
|
|
2019
Q2 | $9.85M | Sell |
314,812
-118,628
| -27% | -$3.64M | ﹤0.01% | 2177 |
|
|
2019
Q1 | $13.5M | Sell |
433,440
-289,863
| -40% | -$8.63M | ﹤0.01% | 1753 |
|
|
2018
Q4 | $19.7M | Buy |
723,303
+188,073
| +35% | +$5.25M | 0.01% | 1477 |
|
|
2018
Q3 | $15.8M | Sell |
535,230
-201,075
| -27% | -$5.42M | ﹤0.01% | 1906 |
|
|
2018
Q2 | $18.4M | Buy |
736,305
+68,683
| +10% | +$1.82M | 0.01% | 1717 |
|
|
2018
Q1 | $17M | Sell |
667,622
-519,468
| -44% | -$15.3M | ﹤0.01% | 1813 |
|
|
2017
Q4 | $33.7M | Sell |
1,187,090
-768,833
| -39% | -$23.2M | 0.01% | 1241 |
|
|
2017
Q3 | $60.8M | Buy |
1,955,923
+34,920
| +2% | +$1.09M | 0.02% | 793 |
|
|
2017
Q2 | $58.8M | Buy |
1,921,003
+909,486
| +90% | +$27.1M | 0.02% | 822 |
|
|
2017
Q1 | $24.4M | Sell |
1,011,517
-1,178,245
| -54% | -$31.2M | 0.01% | 1392 |
|
|
2016
Q4 | $58.9M | Sell |
2,189,762
-338,842
| -13% | -$8.82M | 0.02% | 785 |
|
|
2016
Q3 | $73.4M | Sell |
2,528,604
-660,666
| -21% | -$19.9M | 0.03% | 656 |
|
|
2016
Q2 | $95.5M | Buy |
3,189,270
+235,670
| +8% | +$7.71M | 0.03% | 517 |
|
|
2016
Q1 | $97.9M | Sell |
2,953,600
-50,209
| -2% | -$1.6M | 0.04% | 483 |
|
|
2015
Q4 | $119M | Buy |
3,003,809
+500,944
| +20% | +$18M | 0.04% | 425 |
|
|
2015
Q3 | $84.7M | Buy |
2,502,865
+1,532,146
| +158% | +$58.6M | 0.03% | 535 |
|
|
2015
Q2 | $44M | Buy |
970,719
+72,479
| +8% | +$3.49M | 0.02% | 945 |
|
|
2015
Q1 | $46.1M | Sell |
898,240
-290,774
| -24% | -$14.7M | 0.02% | 895 |
|
|
2014
Q4 | $59.2M | Buy |
1,189,014
+635,776
| +115% | +$29.8M | 0.02% | 760 |
|
|
2014
Q3 | $30.4M | Sell |
553,238
-32,873
| -6% | -$1.74M | 0.01% | 1121 |
|
|
2014
Q2 | $27.5M | Buy |
586,111
+451,808
| +336% | +$19.3M | 0.01% | 1176 |
|
|
2014
Q1 | $4.72M | Buy |
134,303
+25,864
| +24% | +$901K | ﹤0.01% | 2634 |
|
|
2013
Q4 | $3.59M | Sell |
108,439
-45,734
| -30% | -$1.47M | ﹤0.01% | 2890 |
|
|
2013
Q3 | $4.64M | Sell |
154,173
-31,436
| -17% | -$942K | ﹤0.01% | 2494 |
|
|
2013
Q2 | $5.44M | Buy |
+185,609
| New | +$5.61M | ﹤0.01% | 2248 |
|
Other funds holding SUN
AA
EIP
CLG
RIA
ICA