UAG
SUN icon

United Advisor Group’s Sunoco SUN Stock Holding History

United Advisor Group’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
2026
Q1 		$526K Hold
8,093
– – 0.07% 276
2025
Q4 		$424K Hold
8,093
– – 0.05% 309
2025
Q3 		$405K Hold
8,093
– – 0.05% 303
2025
Q2 		$434K Buy
8,093
+614
+8% +$33.9K 0.08% 247
2025
Q1 		$434K Buy
7,479
+351
+5% +$19.9K 0.09% 209
2024
Q4 		$367K Sell
7,128
-1,436
-17% -$75.9K 0.07% 253
2024
Q3 		$460K Hold
8,564
– – 0.1% 204
2024
Q2 		$484K Sell
8,564
-67
-0.8% -$3.65K 0.15% 132
2024
Q1 		$520K Buy
+8,631
New +$522K 0.2% 111

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return