JSW
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Journey Strategic Wealth’s Sunoco SUN Stock Holding History

Journey Strategic Wealth’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 		$407K Sell
6,262
-3,496
-36% -$212K 0.01% 411
2025
Q4 		$511K Sell
9,758
-515
-5% -$27.2K 0.01% 309
2025
Q3 		$514K Sell
10,273
-185
-2% -$9.62K 0.01% 292
2025
Q2 		$560K Sell
10,458
-1,831
-15% -$101K 0.02% 271
2025
Q1 		$713K Sell
12,289
-222
-2% -$12.6K 0.02% 178
2024
Q4 		$644K Sell
12,511
-277
-2% -$14.6K 0.02% 178
2024
Q3 		$686K Buy
+12,788
New +$694K 0.03% 171

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AA
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Goldman Sachs
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Fidelity Investments
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return