OAM
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Oppenheimer Asset Management’s Sunoco SUN Stock Holding History

Oppenheimer Asset 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
2026
Q1 		$509K Buy
7,836
+1,410
+22% +$85.5K 0.01% 866
2025
Q4 		$337K Sell
6,426
-6
-0.1% -$317 ﹤0.01% 894
2025
Q3 		$322K Sell
6,432
-47
-0.7% -$2.44K ﹤0.01% 996
2025
Q2 		$347K Sell
6,479
-405
-6% -$22.4K ﹤0.01% 953
2025
Q1 		$400K Buy
6,884
+2,353
+52% +$133K 0.01% 907
2024
Q4 		$233K Sell
4,531
-51
-1% -$2.69K ﹤0.01% 1045
2024
Q3 		$246K Sell
4,582
-35
-0.8% -$1.9K ﹤0.01% 1043
2024
Q2 		$261K Buy
4,617
+1,176
+34% +$64.1K ﹤0.01% 1019
2024
Q1 		$207K Sell
3,441
-916
-21% -$55.4K ﹤0.01% 1033
2023
Q4 		$261K Buy
+4,357
New +$232K ﹤0.01% 1029

Other funds holding SUN

AA
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return