Private Trust Company’s Sunoco SUN Stock Holding History

Private Trust Company’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	$42.2K	Hold	650	–	–	﹤0.01%	1376
2025 Q4	$34.1K	Hold	650	–	–	﹤0.01%	1423
2025 Q3	$32.5K	Hold	650	–	–	﹤0.01%	1436
2025 Q2	$34.8K	Hold	650	–	–	﹤0.01%	1356
2025 Q1	$37.7K	Hold	650	–	–	﹤0.01%	1305
2024 Q4	$33.4K	Hold	650	–	–	﹤0.01%	1313
2024 Q3	$34.9K	Hold	650	–	–	﹤0.01%	1269
2024 Q2	$36.8K	Hold	650	–	–	﹤0.01%	1223
2024 Q1	$39.2K	Sell	650 -200	-24%	-$12.1K	﹤0.01%	1187
2023 Q4	$50.9K	Hold	850	–	–	0.01%	1053
2023 Q3	$41.6K	Hold	850	–	–	0.01%	1086
2023 Q2	$37K	Hold	850	–	–	﹤0.01%	1138
2023 Q1	$37.3K	Buy	850 +200	+31%	+$9.01K	0.01%	1091
2022 Q4	$28K	Hold	650	–	–	﹤0.01%	1179
2022 Q3	$25K	Hold	650	–	–	﹤0.01%	1132
2022 Q2	$24K	Buy	+650	New	+$26.5K	﹤0.01%	1181
2014 Q4	–	Sell	-750	Closed	-$41K	–	1074
2014 Q3	$41K	Hold	750	–	–	0.01%	616
2014 Q2	$35K	Hold	750	–	–	0.01%	672
2014 Q1	$26K	Hold	750	–	–	0.01%	676
2013 Q4	$25K	Hold	750	–	–	0.01%	645
2013 Q3	$23K	Hold	750	–	–	0.01%	624
2013 Q2	$22K	Buy	+750	New	+$22.7K	0.01%	611

Other funds holding SUN

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return