SC
SUN icon

Stephens Consulting’s Sunoco SUN Stock Holding History

Stephens Consulting’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
Q4 		$5.24K Hold
100
– – ﹤0.01% 288
2025
Q3 		$5K Hold
100
– – ﹤0.01% 274
2025
Q2 		$5.36K Hold
100
– – ﹤0.01% 387
2025
Q1 		$5.81K Buy
+100
New +$5.66K ﹤0.01% 376

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Stephens Consulting's SUN Position: Q4 2025 in Review

Stephens Consulting held its Sunoco (SUN) position steady in Q4 2025 at 100 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Stephens Consulting first reported a position in SUN in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.81K in Q1 2025. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.

  • Stephens Consulting held 100 shares of Sunoco worth $5.24K as of Q4 2025.
  • Stephens Consulting left its Sunoco share count unchanged in Q4 2025.
  • Sunoco made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #288 holding.
  • Stephens Consulting first reported a position in Sunoco in Q1 2025 and has held it in 4 quarters since.
  • Stephens Consulting's Sunoco position peaked at $5.81K in Q1 2025.
  • 274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.