Total Investment Management’s Sunoco SUN Stock Holding History

Total 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 Q3	–	Sell	-22	Closed	-$1.17K	–	748
2025 Q2	$1.17K	Buy	+22	New	+$1.22K	﹤0.01%	633

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

Total Investment Management's SUN Position: Q3 2025 in Review

Total Investment Management sold out of Sunoco (SUN) in Q3 2025, closing a stake of 22 shares — an estimated $1.17K sold.

Total Investment Management first reported a position in SUN in Q2 2025 and held it in 1 quarter. The position peaked at $1.17K in Q2 2025. 272 funds tracked by Wall St. Rank hold SUN as of Q3 2025.

Total Investment Management reported no remaining Sunoco position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 22 Sunoco shares in Q3 2025, an estimated $1.17K.
Total Investment Management first reported a position in Sunoco in Q2 2025 and held it in 1 quarter.
Total Investment Management's Sunoco position peaked at $1.17K in Q2 2025.
272 funds tracked by Wall St. Rank held Sunoco as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.