Arkadios Wealth Advisors’s Sunoco SUN Stock Holding History

Arkadios Wealth Advisors’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	$339K	Buy	5,216 +58	+1%	+$3.52K	0.01%	1304
2025 Q4	$270K	Sell	5,158 -2,294	-31%	-$121K	0.01%	1295
2025 Q3	$373K	Buy	7,452 +53	+0.7%	+$2.76K	0.01%	1075
2025 Q2	$397K	Buy	7,399 +295	+4%	+$16.3K	0.01%	944
2025 Q1	$412K	Sell	7,104 -1,572	-18%	-$89K	0.02%	781
2024 Q4	$446K	Hold	8,676	–	–	0.02%	591
2024 Q3	$466K	Buy	8,676 +4,235	+95%	+$230K	0.03%	562
2024 Q2	$251K	Buy	4,441 +281	+7%	+$15.3K	0.02%	692
2024 Q1	$251K	Hold	4,160	–	–	0.02%	590
2023 Q4	$249K	Sell	4,160 -265	-6%	-$14.1K	0.02%	586
2023 Q3	$217K	Buy	+4,425	New	+$201K	0.02%	597
2021 Q4	–	Sell	-3,459	Closed	-$129K	–	1640
2021 Q3	$129K	Buy	3,459 +300	+9%	+$11.1K	0.02%	623
2021 Q2	$119K	Buy	3,159 +2,899	+1,115%	+$103K	0.01%	675
2021 Q1	$8K	Buy	+260	New	+$8.12K	﹤0.01%	1259

Other funds holding SUN

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

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return