Sheaff Brock Investment Advisors’s Sunoco SUN Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	$254K	Buy	+4,376	New	+$248K	0.02%	358
2024 Q4	–	Sell	-3,997	Closed	-$215K	–	480
2024 Q3	$215K	Hold	3,997	–	–	0.02%	388
2024 Q2	$226K	Buy	+3,997	New	+$218K	0.02%	371
2023 Q1	–	Sell	-4,665	Closed	-$201K	–	546
2022 Q4	$201K	Buy	+4,665	New	+$197K	0.02%	417
2020 Q1	–	Sell	-7,085	Closed	-$217K	–	488
2019 Q4	$217K	Buy	+7,085	New	+$223K	0.02%	399

Other funds holding SUN

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's SUN Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in Sunoco (SUN) in Q1 2025: 4,376 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #358 among its holdings. This is a return to the name: Sheaff Brock Investment Advisors previously reported a position in SUN as recently as Q3 2024.

Sheaff Brock Investment Advisors first reported a position in SUN in Q4 2019 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

Sheaff Brock Investment Advisors held 4,376 shares of Sunoco worth $254K as of Q1 2025.
Sunoco was a new Sheaff Brock Investment Advisors position in Q1 2025.
Sunoco made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #358 holding.
Sheaff Brock Investment Advisors first reported a position in Sunoco in Q4 2019 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.