PSI 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 | $572K | Sell |
8,801
-91
| -1% | -$5.52K | 0.14% | 82 |
|
|
2025
Q4 | $466K | Sell |
8,892
-139
| -2% | -$7.34K | 0.12% | 81 |
|
|
2025
Q3 | $452K | Sell |
9,031
-189
| -2% | -$9.83K | 0.12% | 84 |
|
|
2025
Q2 | $494K | Buy |
9,220
+10
| +0.1% | +$552 | 0.24% | 56 |
|
|
2025
Q1 | $535K | Buy |
9,210
+9
| +0.1% | +$509 | 0.17% | 68 |
|
|
2024
Q4 | $473K | Sell |
9,201
-365
| -4% | -$19.3K | 0.14% | 83 |
|
|
2024
Q3 | $513K | Buy |
9,566
+9
| +0.1% | +$488 | 0.15% | 83 |
|
|
2024
Q2 | $540K | Sell |
9,557
-140
| -1% | -$7.63K | 0.17% | 79 |
|
|
2024
Q1 | $585K | Buy |
9,697
+8
| +0.1% | +$484 | 0.21% | 71 |
|
|
2023
Q4 | $581K | Sell |
9,689
-860
| -8% | -$45.7K | 0.22% | 74 |
|
|
2023
Q3 | $516K | Sell |
10,549
-275
| -3% | -$12.5K | 0.22% | 76 |
|
|
2023
Q2 | $471K | Buy |
10,824
+10
| +0.1% | +$443 | 0.21% | 75 |
|
|
2023
Q1 | $475K | Buy |
10,814
+548
| +5% | +$24.7K | 0.23% | 74 |
|
|
2022
Q4 | $442K | Sell |
10,266
-1,965
| -16% | -$82.9K | 0.24% | 72 |
|
|
2022
Q3 | $477K | Sell |
12,231
-975
| -7% | -$38.4K | 0.25% | 74 |
|
|
2022
Q2 | $492K | Hold |
13,206
| – | – | 0.24% | 79 |
|
|
2022
Q1 | $539K | Sell |
13,206
-400
| -3% | -$17K | 0.22% | 84 |
|
|
2021
Q4 | $556K | Buy |
13,606
+135
| +1% | +$5.35K | 0.23% | 87 |
|
|
2021
Q3 | $503K | Buy |
13,471
+453
| +3% | +$16.8K | 0.23% | 82 |
|
|
2021
Q2 | $490K | Sell |
13,018
-344
| -3% | -$12.2K | 0.26% | 73 |
|
|
2021
Q1 | $425K | Buy |
13,362
+250
| +2% | +$7.81K | 0.25% | 77 |
|
|
2020
Q4 | $377K | Hold |
13,112
| – | – | 0.26% | 84 |
|
|
2020
Q3 | $319K | Sell |
13,112
-1,500
| -10% | -$37.8K | 0.24% | 80 |
|
|
2020
Q2 | $333K | Hold |
14,612
| – | – | 0.27% | 76 |
|
|
2020
Q1 | $228K | Hold |
14,612
| – | – | 0.21% | 92 |
|
|
2019
Q4 | $447K | Buy |
+14,612
| New | +$460K | 0.29% | 73 |
|
Other funds holding SUN
AA
EIP
CLG
RIA