AWE
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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
Q3 		$528K Sell
7,251
-239
-3% -$17.8K 0.01% 468
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

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Avidian Wealth Enterprises's SUN Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Sunoco (SUN) stake by 3.2% in Q3 2026, selling an estimated $17.8K and leaving 7,251 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #468.

Avidian Wealth Enterprises first reported a position in SUN in Q2 2024 and has held it in 10 quarters since. The position peaked at $538K in Q2 2024. 11 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

  • Avidian Wealth Enterprises held 7,251 shares of Sunoco worth $528K as of Q3 2026.
  • Avidian Wealth Enterprises sold 239 Sunoco shares in Q3 2026, an estimated $17.8K.
  • Sunoco made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #468 holding.
  • Avidian Wealth Enterprises first reported a position in Sunoco in Q2 2024 and has held it in 10 quarters since.
  • Avidian Wealth Enterprises's Sunoco position peaked at $538K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.