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Kestra Advisory Services, LLC → SUN
Kestra Advisory Services, LLC SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$3.9M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $949K |
| Q4 2025 | $933K |
| Q1 2026 | $4.1M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 53.3K | — | — |
| Q2 2026 | $3.3M | 49.1K | — | — |
| Q1 2026 | $4.1M | 62.4K | — | — |
| Q4 2025 | $933K | 17.8K | — | — |
| Q3 2025 | $949K | 19.0K | — | — |
Other funds holding SUN
$1.7B
$1.6B
$1.6B
$1.3B
$1.2B
$366.5M
$335.7M
$314.1M