S
SUN icon

SignatureFD’s Sunoco SUN Stock Holding History

SignatureFD’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
2024
Q4 		– Sell
-75
Closed -$4.03K – 3402
2024
Q3 		$4.03K Sell
75
-350
-82% -$19K ﹤0.01% 2634
2024
Q2 		$24K Buy
425
+350
+467% +$19.1K ﹤0.01% 1871
2024
Q1 		$4.52K Hold
75
– – ﹤0.01% 2568
2023
Q4 		$4.5K Hold
75
– – ﹤0.01% 2530
2023
Q3 		$3.67K Hold
75
– – ﹤0.01% 2598
2023
Q2 		$3.27K Hold
75
– – ﹤0.01% 2645
2023
Q1 		$3.29K Buy
+75
New +$3.38K ﹤0.01% 2657

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

SignatureFD's SUN Position: Q4 2024 in Review

SignatureFD sold out of Sunoco (SUN) in Q4 2024, closing a stake of 75 shares — an estimated $4.03K sold.

SignatureFD first reported a position in SUN in Q1 2023 and held it in 7 quarters. The position peaked at $24K in Q2 2024. 268 funds tracked by Wall St. Rank hold SUN as of Q4 2024.

  • SignatureFD reported no remaining Sunoco position as of Q4 2024 after selling out during the quarter.
  • SignatureFD sold 75 Sunoco shares in Q4 2024, an estimated $4.03K.
  • SignatureFD first reported a position in Sunoco in Q1 2023 and held it in 7 quarters.
  • SignatureFD's Sunoco position peaked at $24K in Q2 2024.
  • 268 funds tracked by Wall St. Rank held Sunoco as of Q4 2024.

Based on SignatureFD's 13F filing for Q4 2024, filed 10 Feb 2025.