ORG Partners’s Sunoco SUN Stock Holding History

ORG Partners’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 Q1	–	Sell	-24	Closed	-$1.23K	–	1585
2024 Q4	$1.23K	Sell	24 -136	-85%	-$7.19K	﹤0.01%	1120
2024 Q3	$8.59K	Hold	160	–	–	﹤0.01%	813
2024 Q2	$9.02K	Buy	+160	New	+$8.72K	﹤0.01%	1268

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 $39B AUM 18.55% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

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

ORG Partners's SUN Position: Q1 2025 in Review

ORG Partners sold out of Sunoco (SUN) in Q1 2025, closing a stake of 24 shares — an estimated $1.23K sold.

ORG Partners first reported a position in SUN in Q2 2024 and held it in 3 quarters. The position peaked at $9.02K in Q2 2024. 290 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

ORG Partners reported no remaining Sunoco position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 24 Sunoco shares in Q1 2025, an estimated $1.23K.
ORG Partners first reported a position in Sunoco in Q2 2024 and held it in 3 quarters.
ORG Partners's Sunoco position peaked at $9.02K in Q2 2024.
290 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.