Linscomb Wealth’s Sunoco SUN Stock Holding History

Linscomb 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
2025 Q2	$790K	Hold
2025 Q1	$856K	Hold
2024 Q4	$758K	Hold
2024 Q3	$791K	Hold
2024 Q2	$833K	Buy