Avidian Wealth Enterprises’s Sunoco SUN Stock Holding History

Avidian Wealth Enterprises’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 Q2	$506K	Buy	7,490 +574	+8%	+$38.1K	0.01%	475
2026 Q1	$449K	Buy	6,916 +346	+5%	+$21K	0.01%	461
2025 Q4	$344K	Sell	6,570 -239	-4%	-$12.6K	0.01%	448
2025 Q3	$341K	Buy	6,809 +24	+0.4%	+$1.25K	0.01%	444
2025 Q2	$364K	Sell	6,785 -79	-1%	-$4.36K	0.01%	403
2025 Q1	$399K	Buy	6,864 +24	+0.4%	+$1.36K	0.02%	358
2024 Q4	$352K	Sell	6,840 -204	-3%	-$10.8K	0.02%	367
2024 Q3	$378K	Sell	7,044 -2,466	-26%	-$134K	0.02%	355
2024 Q2	$538K	Buy	+9,510	New	+$519K	0.02%	280

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avidian Wealth Enterprises's SUN Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Sunoco (SUN) stake by 8.3% in Q2 2026, buying an estimated $38.1K and bringing the position to 7,490 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #475.

Avidian Wealth Enterprises first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. The position peaked at $538K in Q2 2024. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Avidian Wealth Enterprises held 7,490 shares of Sunoco worth $506K as of Q2 2026.
Avidian Wealth Enterprises bought 574 Sunoco shares in Q2 2026, an estimated $38.1K.
Sunoco made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #475 holding.
Avidian Wealth Enterprises first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
Avidian Wealth Enterprises's Sunoco position peaked at $538K in Q2 2024.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.