Transce3nd’s Sunoco SUN Stock Holding History

Transce3nd’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	-376	Closed	-$20.1K	–	1029
2025 Q2	$20.1K	Hold	376	–	–	0.01%	445
2025 Q1	$21.8K	Sell	376 -1,374	-79%	-$77.8K	0.01%	413
2024 Q4	$90K	Buy	+1,750	New	+$92.5K	0.03%	276

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

Transce3nd's SUN Position: Q3 2025 in Review

Transce3nd sold out of Sunoco (SUN) in Q3 2025, closing a stake of 376 shares — an estimated $20.1K sold.

Transce3nd first reported a position in SUN in Q4 2024 and held it in 3 quarters. The position peaked at $90K in Q4 2024. 272 funds tracked by Wall St. Rank hold SUN as of Q3 2025.

Transce3nd reported no remaining Sunoco position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 376 Sunoco shares in Q3 2025, an estimated $20.1K.
Transce3nd first reported a position in Sunoco in Q4 2024 and held it in 3 quarters.
Transce3nd's Sunoco position peaked at $90K in Q4 2024.
272 funds tracked by Wall St. Rank held Sunoco as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.