Sachetta’s Sunoco SUN Stock Holding History

Sachetta’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 Q2	–	Sell	-135	Closed	-$7.84K	–	1186
2025 Q1	$7.84K	Hold	135	–	–	﹤0.01%	477
2024 Q4	$6.95K	Hold	135	–	–	﹤0.01%	521
2024 Q3	$7.25K	Hold	135	–	–	﹤0.01%	545
2024 Q2	$7.44K	Hold	135	–	–	﹤0.01%	509
2024 Q1	$8.09K	Hold	135	–	–	﹤0.01%	453
2023 Q4	$8.09K	Buy	+135	New	+$7.18K	﹤0.01%	453

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

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

TCA

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

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

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

Sachetta's SUN Position: Q2 2025 in Review

Sachetta sold out of Sunoco (SUN) in Q2 2025, closing a stake of 135 shares — an estimated $7.84K sold.

Sachetta first reported a position in SUN in Q4 2023 and held it in 6 quarters. The position peaked at $8.09K in Q1 2024. 279 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

Sachetta reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
Sachetta sold 135 Sunoco shares in Q2 2025, an estimated $7.84K.
Sachetta first reported a position in Sunoco in Q4 2023 and held it in 6 quarters.
Sachetta's Sunoco position peaked at $8.09K in Q1 2024.
279 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Sachetta's 13F filing for Q2 2025, filed 23 Jul 2025.