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PFG Investments’s Sunoco SUN Stock Holding History

PFG Investments’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 		$371K Buy
5,714
+13
+0.2% +$789 0.02% 749
2025
Q4 		$299K Buy
5,701
+15
+0.3% +$793 0.01% 807
2025
Q3 		$284K Buy
5,686
+15
+0.3% +$780 0.01% 815
2025
Q2 		$304K Sell
5,671
-987
-15% -$54.5K 0.02% 730
2025
Q1 		$387K Buy
6,658
+13
+0.2% +$736 0.02% 599
2024
Q4 		$342K Buy
6,645
+38
+0.6% +$2.01K 0.02% 645
2024
Q3 		$355K Buy
6,607
+13
+0.2% +$705 0.02% 631
2024
Q2 		$373K Buy
6,594
+33
+0.5% +$1.8K 0.03% 561
2024
Q1 		$396K Buy
6,561
+794
+14% +$48K 0.02% 630
2023
Q4 		$346K Buy
5,767
+12
+0.2% +$638 0.06% 320
2023
Q3 		$282K Buy
5,755
+14
+0.2% +$636 0.05% 363
2023
Q2 		$250K Buy
+5,741
New +$254K 0.04% 416

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
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