Talon Private Wealth’s Sunoco SUN Stock Holding History

Talon Private Wealth’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	$110K	Buy	+2,050	New	+$113K	0.02%	177

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

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

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

Talon Private Wealth's SUN Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Sunoco (SUN) in Q2 2025: 2,050 shares worth $110K. The stake represents 0.02% of the portfolio and ranks #177 among its holdings.

278 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

Talon Private Wealth held 2,050 shares of Sunoco worth $110K as of Q2 2025.
Sunoco was a new Talon Private Wealth position in Q2 2025.
Sunoco made up 0.02% of Talon Private Wealth's portfolio in Q2 2025, its #177 holding.
278 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.