Russell Investments Group
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Russell Investments Group’s Sunoco SUN Stock Holding History

Russell Investments Group’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 		$62.6K Sell
963
-606
-39% -$36.8K ﹤0.01% 3244
2025
Q4 		$82.2K Buy
1,569
+823
+110% +$43.5K ﹤0.01% 3119
2025
Q3 		$37.3K Hold
746
– – ﹤0.01% 3390
2025
Q2 		$40K Hold
746
– – ﹤0.01% 3033
2025
Q1 		$43.3K Sell
746
-50
-6% -$2.83K ﹤0.01% 2941
2024
Q4 		$40.9K Sell
796
-717
-47% -$37.9K ﹤0.01% 2864
2024
Q3 		$81.2K Buy
+1,513
New +$82.1K ﹤0.01% 2698
2021
Q3 		– Hold
0
– -$327K – 3209
2021
Q2 		– Hold
0
– – – 2747
2021
Q1 		– Hold
0
– – – 3048
2020
Q4 		– Hold
0
– – – 2961
2020
Q3 		– Sell
-36,392
Closed -$830K – 3252
2020
Q2 		$830K Buy
+36,392
New +$846K ﹤0.01% 2156
2020
Q1 		– Sell
-51,541
Closed -$1.58M – 3131
2019
Q4 		$1.58M Buy
+51,541
New +$1.62M ﹤0.01% 1866
2019
Q3 		– Sell
-17,268
Closed -$540K – 3094
2019
Q2 		$540K Sell
17,268
-25,686
-60% -$788K ﹤0.01% 2234
2019
Q1 		$1.34M Buy
+42,954
New +$1.28M ﹤0.01% 1917

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