SUNOCO LP/SUNOCO FIN CORP

Ticker: SUN CUSIP: 86765K109 Class: Stock

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,910 Value ($000) $834 Avg Close — Range —
Q2 2025
Shares 8,886 Value ($000) $476 Avg Close — Range —
Q1 2025
Shares 8,590 Value ($000) $499 Avg Close — Range —
Q4 2024
Shares 8,404 Value ($000) $432 Avg Close — Range —
Q3 2024
Shares 13,988 Value ($000) $751 Avg Close — Range —
Q2 2024
Shares 8,296 Value ($000) $469 Avg Close — Range —
Q1 2024
Shares 8,003 Value ($000) $482 Avg Close — Range —
Q4 2023
Shares 7,960 Value ($000) $477 Avg Close — Range —
Q3 2023
Shares 5,525 Value ($000) $270 Avg Close — Range —
Q2 2023
Shares 8,663 Value ($000) $238 Avg Close — Range —
Q1 2023
Shares 65,471 Value ($000) $6,854 Avg Close — Range —
Q4 2022
Shares 5,356 Value ($000) $231 Avg Close — Range —
Q3 2022
Shares 12,784 Value ($000) $498 Avg Close — Range —
Q2 2022
Shares 5,934 Value ($000) $221 Avg Close — Range —