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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC → SUN
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC SUN Position History
Sunoco LP • Energy
Quarters held
6
Latest value
$801K
Q3 2026
Peak value
$801K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $587K |
| Q4 2025 | $584K |
| Q1 2026 | $709K |
| Q2 2026 | $744K |
| Q3 2026 | $801K |
| Q3 2026 | $801K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $801K | 10.7K | — | — |
| Q3 2026 | $801K | 300.0K | — | — |
| Q2 2026 | $744K | 11.0K | — | — |
| Q1 2026 | $709K | 11.1K | — | — |
| Q4 2025 | $584K | 11.1K | — | — |
| Q3 2025 | $587K | 11.1K | — | — |
Other funds holding SUN
$366.5M
$335.7M
$314.1M
$304.1M
$273.9M
$273.9M
$157.2M