IHT Wealth Management’s Sunoco SUN Stock Holding History

IHT Wealth Management’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	$726K	Buy	11,177 +575	+5%	+$34.9K	0.02%	686
2025 Q4	$556K	Buy	10,602 +50	+0.5%	+$2.64K	0.01%	724
2025 Q3	$528K	Buy	10,552 +250	+2%	+$13K	0.01%	719
2025 Q2	$552K	Buy	10,302 +212	+2%	+$11.7K	0.02%	669
2025 Q1	$586K	Buy	10,090 +15	+0.1%	+$849	0.02%	619
2024 Q4	$518K	Buy	10,075 +448	+5%	+$23.7K	0.02%	674
2024 Q3	$517K	Buy	9,627 +245	+3%	+$13.3K	0.01%	713
2024 Q2	$530K	Buy	9,382 +352	+4%	+$19.2K	0.02%	622
2024 Q1	$544K	Buy	9,030 +190	+2%	+$11.5K	0.02%	600
2023 Q4	$530K	Sell	8,840 -9	-0.1%	-$479	0.02%	580
2023 Q3	$433K	Buy	8,849 +351	+4%	+$15.9K	0.02%	598
2023 Q2	$370K	Sell	8,498 -75	-0.9%	-$3.32K	0.02%	644
2023 Q1	$376K	Buy	+8,573	New	+$386K	0.02%	609
2018 Q2	–	Sell	-1,846	Closed	-$47K	–	1240
2018 Q1	$47K	Hold	1,846	–	–	0.01%	699
2017 Q4	$54K	Hold	1,846	–	–	0.01%	678
2017 Q3	$59K	Buy	1,846 +96	+5%	+$2.99K	0.03%	477
2017 Q2	$3	Buy	+1,750	New	+$52.2K	﹤0.01%	1181

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