Mutual Advisors’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 | $288K | Hold |
4,439
| – | – | 0.01% | 1139 |
|
|
2025
Q4 | $233K | Sell |
4,439
-183
| -4% | -$9.67K | 0.01% | 1192 |
|
|
2025
Q3 | $251K | Hold |
4,622
| – | – | 0.01% | 1129 |
|
|
2025
Q2 | $247K | Buy |
4,622
+1
| +0% | +$55 | 0.01% | 1050 |
|
|
2025
Q1 | $272K | Hold |
4,621
| – | – | 0.01% | 924 |
|
|
2024
Q4 | $253K | Hold |
4,621
| – | – | 0.01% | 944 |
|
|
2024
Q3 | $241K | Hold |
4,621
| – | – | 0.01% | 983 |
|
|
2024
Q2 | $252K | Buy |
4,621
+249
| +6% | +$13.6K | 0.01% | 958 |
|
|
2024
Q1 | $264K | Sell |
4,372
-869
| -17% | -$52.6K | 0.01% | 920 |
|
|
2023
Q4 | $314K | Sell |
5,241
-73
| -1% | -$3.88K | 0.01% | 810 |
|
|
2023
Q3 | $260K | Buy |
+5,314
| New | +$241K | 0.01% | 829 |
|
|
2023
Q2 | – | Sell |
-5,673
| Closed | -$249K | – | 1064 |
|
|
2023
Q1 | $249K | Sell |
5,673
-246
| -4% | -$11.1K | 0.01% | 836 |
|
|
2022
Q4 | $255K | Buy |
5,919
+20
| +0.3% | +$844 | 0.01% | 790 |
|
|
2022
Q3 | $230K | Buy |
5,899
+21
| +0.4% | +$826 | 0.01% | 789 |
|
|
2022
Q2 | $219K | Buy |
5,878
+5
| +0.1% | +$203 | 0.01% | 771 |
|
|
2022
Q1 | $240K | Buy |
5,873
+5
| +0.1% | +$213 | 0.01% | 775 |
|
|
2021
Q4 | $240K | Buy |
5,868
+20
| +0.3% | +$793 | 0.01% | 795 |
|
|
2021
Q3 | $218K | Buy |
5,848
+288
| +5% | +$10.7K | 0.01% | 799 |
|
|
2021
Q2 | $210K | Buy |
+5,560
| New | +$197K | 0.01% | 776 |
|
|
2020
Q3 | – | Sell |
-20,378
| Closed | -$465K | – | 704 |
|
|
2020
Q2 | $465K | Buy |
20,378
+34
| +0.2% | +$790 | 0.05% | 402 |
|
|
2020
Q1 | $318K | Sell |
20,344
-1,302
| -6% | -$34.9K | 0.04% | 382 |
|
|
2019
Q4 | $662K | Sell |
21,646
-329
| -1% | -$10.4K | 0.07% | 292 |
|
|
2019
Q3 | $691K | Buy |
21,975
+827
| +4% | +$26.4K | 0.09% | 257 |
|
|
2019
Q2 | $662K | Hold |
21,148
| – | – | 0.09% | 282 |
|
|
2019
Q1 | $659K | Hold |
21,148
| – | – | 0.1% | 236 |
|
|
2018
Q4 | $575K | Buy |
21,148
+575
| +3% | +$16K | 0.11% | 217 |
|
|
2018
Q3 | $608K | Sell |
20,573
-165
| -0.8% | -$4.44K | 0.09% | 257 |
|
|
2018
Q2 | $518K | Buy |
20,738
+600
| +3% | +$15.9K | 0.12% | 237 |
|
|
2018
Q1 | $514K | Buy |
+20,138
| New | +$594K | 0.13% | 233 |
|
Other funds holding SUN
AA
EIP
CLG
RIA