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B. Riley Wealth Advisors, Inc. → SUN
B. Riley Wealth Advisors, Inc. SUN Position History
Sunoco LP • Energy
Quarters held
10
Latest value
$15K
Q3 2026
Peak value
$688K
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $596K |
| Q3 2025 | $465K |
| Q4 2025 | $494K |
| Q4 2025 | $10K |
| Q1 2026 | $645K |
| Q1 2026 | $66K |
| Q2 2026 | $647K |
| Q2 2026 | $14K |
| Q3 2026 | $688K |
| Q3 2026 | $15K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15K | 200 | — | — |
| Q3 2026 | $688K | 9.4K | — | — |
| Q2 2026 | $14K | 200 | — | — |
| Q2 2026 | $647K | 9.4K | — | — |
| Q1 2026 | $66K | 100.0K | — | — |
| Q1 2026 | $645K | 9.7K | — | — |
| Q4 2025 | $10K | 200 | — | — |
| Q4 2025 | $494K | 9.4K | — | — |
| Q3 2025 | $465K | 9.3K | — | — |
| Q1 2025 | $596K | 10.3K | — | — |
Other funds holding SUN
$366.5M
$335.7M
$314.1M
$304.1M
$273.9M
$273.9M
$157.2M