Garrett Wealth Advisory Group’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Hold
4,933
0.06% 94
2025
Q1
$286K Hold
4,933
0.06% 85
2024
Q4
$254K Hold
4,933
0.06% 90
2024
Q3
$265K Buy
+4,933
New +$265K 0.07% 80