Wells Fargo’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
223,259
+21,899
| +11% | +$1.33M | ﹤0.01% | 1747 |
|
|
2025
Q4 | $10.6M | Buy |
201,360
+40,806
| +25% | +$2.16M | ﹤0.01% | 1999 |
|
|
2025
Q3 | $8.03M | Sell |
160,554
-778
| -0.5% | -$40.5K | ﹤0.01% | 2177 |
|
|
2025
Q2 | $8.65M | Sell |
161,332
-28,330
| -15% | -$1.56M | ﹤0.01% | 2025 |
|
|
2025
Q1 | $11M | Sell |
189,662
-60,400
| -24% | -$3.42M | ﹤0.01% | 1786 |
|
|
2024
Q4 | $12.9M | Sell |
250,062
-32,262
| -11% | -$1.7M | ﹤0.01% | 1669 |
|
|
2024
Q3 | $15.2M | Sell |
282,324
-235,962
| -46% | -$12.8M | ﹤0.01% | 1509 |
|
|
2024
Q2 | $29.3M | Buy |
518,286
+99,430
| +24% | +$5.42M | 0.01% | 1006 |
|
|
2024
Q1 | $25.3M | Buy |
418,856
+63,179
| +18% | +$3.82M | 0.01% | 1091 |
|
|
2023
Q4 | $21.3M | Buy |
355,677
+96,245
| +37% | +$5.12M | 0.01% | 1151 |
|
|
2023
Q3 | $12.7M | Buy |
259,432
+9,358
| +4% | +$425K | ﹤0.01% | 1387 |
|
|
2023
Q2 | $10.9M | Buy |
250,074
+6,121
| +3% | +$271K | ﹤0.01% | 1548 |
|
|
2023
Q1 | $10.7M | Buy |
243,953
+476
| +0.2% | +$21.5K | ﹤0.01% | 1533 |
|
|
2022
Q4 | $10.5M | Buy |
243,477
+124,362
| +104% | +$5.25M | ﹤0.01% | 1515 |
|
|
2022
Q3 | $4.64M | Sell |
119,115
-170
| -0.1% | -$6.69K | ﹤0.01% | 2052 |
|
|
2022
Q2 | $4.44M | Sell |
119,285
-1,269
| -1% | -$51.6K | ﹤0.01% | 2183 |
|
|
2022
Q1 | $4.92M | Buy |
120,554
+9,895
| +9% | +$421K | ﹤0.01% | 2467 |
|
|
2021
Q4 | $4.52M | Buy |
110,659
+14,885
| +16% | +$590K | ﹤0.01% | 2675 |
|
|
2021
Q3 | $3.57M | Buy |
95,774
+5,450
| +6% | +$202K | ﹤0.01% | 3159 |
|
|
2021
Q2 | $3.4M | Buy |
90,324
+7,832
| +9% | +$278K | ﹤0.01% | 3220 |
|
|
2021
Q1 | $2.63M | Buy |
82,492
+786
| +1% | +$24.6K | ﹤0.01% | 3457 |
|
|
2020
Q4 | $2.35M | Sell |
81,706
-9,687
| -11% | -$263K | ﹤0.01% | 3382 |
|
|
2020
Q3 | $2.23M | Sell |
91,393
-9,291
| -9% | -$234K | ﹤0.01% | 3222 |
|
|
2020
Q2 | $2.3M | Buy |
100,684
+26,968
| +37% | +$627K | ﹤0.01% | 3161 |
|
|
2020
Q1 | $1.15M | Sell |
73,716
-44,433
| -38% | -$1.19M | ﹤0.01% | 3451 |
|
|
2019
Q4 | $3.62M | Sell |
118,149
-3,064
| -3% | -$96.5K | ﹤0.01% | 2854 |
|
|
2019
Q3 | $3.81M | Sell |
121,213
-15,153
| -11% | -$483K | ﹤0.01% | 2784 |
|
|
2019
Q2 | $4.26M | Buy |
136,366
+1,181
| +0.9% | +$36.3K | ﹤0.01% | 2715 |
|
|
2019
Q1 | $4.21M | Buy |
135,185
+36,032
| +36% | +$1.07M | ﹤0.01% | 2719 |
|
|
2018
Q4 | $2.7M | Buy |
99,153
+21,346
| +27% | +$596K | ﹤0.01% | 3028 |
|
|
2018
Q3 | $2.3M | Sell |
77,807
-47,843
| -38% | -$1.29M | ﹤0.01% | 3292 |
|
|
2018
Q2 | $3.14M | Sell |
125,650
-3,658
| -3% | -$97.1K | ﹤0.01% | 3085 |
|
|
2018
Q1 | $3.3M | Sell |
129,308
-40,568
| -24% | -$1.2M | ﹤0.01% | 2959 |
|
|
2017
Q4 | $4.83M | Buy |
169,876
+123,748
| +268% | +$3.73M | ﹤0.01% | 2620 |
|
|
2017
Q3 | $1.43M | Buy |
46,128
+7,102
| +18% | +$221K | ﹤0.01% | 3578 |
|
|
2017
Q2 | $1.19M | Sell |
39,026
-73,854
| -65% | -$2.2M | ﹤0.01% | 3609 |
|
|
2017
Q1 | $2.73M | Buy |
112,880
+45,785
| +68% | +$1.21M | ﹤0.01% | 2932 |
|
|
2016
Q4 | $1.8M | Sell |
67,095
-86,941
| -56% | -$2.26M | ﹤0.01% | 3240 |
|
|
2016
Q3 | $4.47M | Buy |
154,036
+18,680
| +14% | +$561K | ﹤0.01% | 2348 |
|
|
2016
Q2 | $4.05M | Buy |
135,356
+57,725
| +74% | +$1.89M | ﹤0.01% | 2468 |
|
|
2016
Q1 | $2.57M | Buy |
77,631
+54,459
| +235% | +$1.74M | ﹤0.01% | 2745 |
|
|
2015
Q4 | $917K | Sell |
23,172
-297
| -1% | -$10.7K | ﹤0.01% | 3531 |
|
|
2015
Q3 | $795K | Sell |
23,469
-16,896
| -42% | -$646K | ﹤0.01% | 3644 |
|
|
2015
Q2 | $1.83M | Sell |
40,365
-3,684
| -8% | -$177K | ﹤0.01% | 3156 |
|
|
2015
Q1 | $2.26M | Sell |
44,049
-333
| -0.8% | -$16.8K | ﹤0.01% | 2953 |
|
|
2014
Q4 | $2.21M | Sell |
44,382
-14,168
| -24% | -$663K | ﹤0.01% | 2943 |
|
|
2014
Q3 | $3.22M | Sell |
58,550
-14,002
| -19% | -$739K | ﹤0.01% | 2665 |
|
|
2014
Q2 | $3.4M | Buy |
72,552
+48,409
| +201% | +$2.06M | ﹤0.01% | 2617 |
|
|
2014
Q1 | $849K | Buy |
24,143
+1,822
| +8% | +$63.5K | ﹤0.01% | 3604 |
|
|
2013
Q4 | $739K | Sell |
22,321
-5,393
| -19% | -$174K | ﹤0.01% | 3601 |
|
|
2013
Q3 | $835K | Buy |
27,714
+7,727
| +39% | +$232K | ﹤0.01% | 3464 |
|
|
2013
Q2 | $586K | Buy |
+19,987
| New | +$604K | ﹤0.01% | 3599 |
|
Other funds holding SUN
AA
EIP
CLG
RIA