Back to SUN
Avidian Wealth Enterprises, LLC → SUN
Avidian Wealth Enterprises, LLC SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$528K
Q3 2026
Peak value
$528K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $341K |
| Q4 2025 | $344K |
| Q1 2026 | $449K |
| Q2 2026 | $506K |
| Q3 2026 | $528K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $528K | 7.3K | — | — |
| Q2 2026 | $506K | 7.5K | — | — |
| Q1 2026 | $449K | 6.9K | — | — |
| Q4 2025 | $344K | 6.6K | — | — |
| Q3 2025 | $341K | 6.8K | — | — |
Other funds holding SUN
$366.5M
$335.7M
$314.1M
$304.1M
$273.9M
$273.9M
$157.2M