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Virtus Investment Advisers’s Sunoco SUN Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-4,380
Closed -$225K – 672
2024
Q4 		$225K Hold
4,380
– – 0.18% 186
2024
Q3 		$235K Hold
4,380
– – 0.18% 180
2024
Q2 		$248K Hold
4,380
– – 0.21% 153
2024
Q1 		$264K Hold
4,380
– – 0.19% 145
2023
Q4 		$262K Hold
4,380
– – 0.2% 145
2023
Q3 		$214K Hold
4,380
– – 0.15% 164
2023
Q2 		$191K Hold
4,380
– – 0.13% 191
2023
Q1 		$192K Sell
4,380
-150
-3% -$6.76K 0.13% 187
2022
Q4 		$195K Hold
4,530
– – 0.13% 198
2022
Q3 		$177K Buy
+4,530
New +$178K 0.08% 218

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Virtus Investment Advisers's SUN Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Sunoco (SUN) in Q1 2025, closing a stake of 4,380 shares — an estimated $225K sold.

Virtus Investment Advisers first reported a position in SUN in Q3 2022 and held it in 10 quarters. The position peaked at $264K in Q1 2024. 290 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Sunoco position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 4,380 Sunoco shares in Q1 2025, an estimated $225K.
  • Virtus Investment Advisers first reported a position in Sunoco in Q3 2022 and held it in 10 quarters.
  • Virtus Investment Advisers's Sunoco position peaked at $264K in Q1 2024.
  • 290 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.