Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WTC
WhitTier Trust Company’s
Sunoco
SUN
Stock Holding History
WhitTier Trust Company’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
$3.27M
Hold
50,730
–
–
0.07%
192
2025
Q4
$2.67M
Hold
50,730
–
–
0.06%
206
2025
Q3
$2.57M
Buy
50,730
+379
+0.8%
+$19.7K
0.05%
208
2025
Q2
$2.7M
Sell
50,351
-21,823
-30%
-$1.2M
0.06%
214
2025
Q1
$4.19M
Buy
72,174
+174
+0.2%
+$9.85K
0.11%
169
2024
Q4
$3.7M
Buy
+72,000
New
+$3.81M
0.09%
174
2017
Q4
–
Sell
-100
Closed
-$3K
–
1006
2017
Q3
$3K
Hold
100
–
–
﹤0.01%
931
2017
Q2
$3K
Hold
100
–
–
﹤0.01%
868
2017
Q1
$2K
Hold
100
–
–
﹤0.01%
901
2016
Q4
$3K
Hold
100
–
–
﹤0.01%
917
2016
Q3
$3K
Hold
100
–
–
﹤0.01%
855
2016
Q2
$3K
Buy
+100
New
+$3.27K
﹤0.01%
857
Other funds holding SUN
AA
ALPS Advisors
Denver, Colorado
$21.3B AUM
21.71%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
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
CLG
Cooperman Leon G
$3.05B AUM
42.78%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close