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Studio Investment Management’s Sunoco SUN Stock Holding History

Studio Investment Management’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
-100
Closed -$5.81K – 293
2025
Q1 		$5.81K Hold
100
– – ﹤0.01% 270
2024
Q4 		$5.14K Buy
+100
New +$5.29K ﹤0.01% 262

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Studio Investment Management's SUN Position: Q2 2025 in Review

Studio Investment Management sold out of Sunoco (SUN) in Q2 2025, closing a stake of 100 shares — an estimated $5.81K sold.

Studio Investment Management first reported a position in SUN in Q4 2024 and held it in 2 quarters. The position peaked at $5.81K in Q1 2025. 278 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

  • Studio Investment Management reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 100 Sunoco shares in Q2 2025, an estimated $5.81K.
  • Studio Investment Management first reported a position in Sunoco in Q4 2024 and held it in 2 quarters.
  • Studio Investment Management's Sunoco position peaked at $5.81K in Q1 2025.
  • 278 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.