Snowden Capital Advisors’s Sunoco SUN Stock Holding History

Snowden Capital 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 Q3	–	Sell	-5,233	Closed	-$280K	–	1273
2025 Q2	$280K	Buy	5,233 +100	+2%	+$5.52K	0.01%	1035
2025 Q1	$298K	Buy	+5,133	New	+$291K	0.01%	981
2024 Q2	–	Sell	-4,443	Closed	-$268K	–	1235
2024 Q1	$268K	Buy	4,443 +25	+0.6%	+$1.51K	0.01%	1001
2023 Q4	$265K	Buy	+4,418	New	+$235K	0.01%	956

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 $32.9B AUM 23.66% 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

Snowden Capital Advisors's SUN Position: Q3 2025 in Review

Snowden Capital Advisors sold out of Sunoco (SUN) in Q3 2025, closing a stake of 5,233 shares — an estimated $280K sold.

Snowden Capital Advisors first reported a position in SUN in Q4 2023 and held it in 4 quarters. The position peaked at $298K in Q1 2025. 272 funds tracked by Wall St. Rank hold SUN as of Q3 2025.

Snowden Capital Advisors reported no remaining Sunoco position as of Q3 2025 after selling out during the quarter.
Snowden Capital Advisors sold 5,233 Sunoco shares in Q3 2025, an estimated $280K.
Snowden Capital Advisors first reported a position in Sunoco in Q4 2023 and held it in 4 quarters.
Snowden Capital Advisors's Sunoco position peaked at $298K in Q1 2025.
272 funds tracked by Wall St. Rank held Sunoco as of Q3 2025.

Based on Snowden Capital Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.