Creative Planning - SUNOCO LP ownership

SUNOCO LP's ticker is SUN and the CUSIP is 86765K109. A total of 166 filers reported holding SUNOCO LP in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of SUNOCO LP
ValueSharesWeighting
Q3 2023$880,016
-8.1%
17,978
-18.2%
0.00%0.0%
Q2 2023$957,823
+83.5%
21,989
+84.9%
0.00%0.0%
Q1 2023$521,896
-44.9%
11,891
-45.9%
0.00%0.0%
Q4 2022$946,864
+29.9%
21,969
+17.5%
0.00%0.0%
Q3 2022$729,000
+47.3%
18,700
+40.6%
0.00%0.0%
Q2 2022$495,000
-8.2%
13,300
+0.8%
0.00%0.0%
Q1 2022$539,000
+10.9%
13,200
+10.9%
0.00%0.0%
Q4 2021$486,000
+5.9%
11,900
-3.3%
0.00%0.0%
Q3 2021$459,000
+2.2%
12,300
+3.4%
0.00%0.0%
Q2 2021$449,000
-17.2%
11,900
-30.2%
0.00%0.0%
Q1 2021$542,000
+11.1%
17,038
+0.4%
0.00%0.0%
Q4 2020$488,000
+27.7%
16,970
+8.2%
0.00%0.0%
Q3 2020$382,000
+28.6%
15,680
+20.4%
0.00%0.0%
Q2 2020$297,000
+43.5%
13,023
-1.5%
0.00%0.0%
Q1 2020$207,000
-48.8%
13,216
+0.0%
0.00%0.0%
Q4 2019$404,000
-10.2%
13,211
-7.7%
0.00%0.0%
Q3 2019$450,000
-9.1%
14,310
-10.6%
0.00%
-50.0%
Q2 2019$495,000
+10.0%
16,000
+9.6%
0.00%0.0%
Q1 2019$450,000
-32.7%
14,600
-40.7%
0.00%
-33.3%
Q4 2018$669,000
+0.5%
24,600
+9.2%
0.00%
+50.0%
Q3 2018$666,000
-58.5%
22,533
-65.0%
0.00%
-66.7%
Q2 2018$1,605,000
+15.1%
64,300
+17.7%
0.01%0.0%
Q1 2018$1,394,000
+280.9%
54,640
+323.6%
0.01%
+200.0%
Q4 2017$366,000
-56.1%
12,900
-52.7%
0.00%
-50.0%
Q2 2017$834,000
-30.5%
27,255
-45.1%
0.00%
-42.9%
Q1 2017$1,200,000
+127.7%
49,649
+153.3%
0.01%
+133.3%
Q4 2016$527,000
+65.2%
19,600
+78.2%
0.00%
+50.0%
Q3 2016$319,000
+147.3%
11,000
+155.8%
0.00%
+100.0%
Q2 2016$129,000
+122.4%
4,300
+147.1%
0.00%
Q1 2016$58,000
+26.1%
1,740
+51.3%
0.00%
Q4 2015$46,000
+17.9%
1,1500.0%0.00%
Q3 2015$39,000
-33.9%
1,1500.0%0.00%
-100.0%
Q1 2015$59,000
+3.5%
1,1500.0%0.00%0.0%
Q4 2014$57,0001,1500.00%
Other shareholders
SUNOCO LP shareholders Q2 2022
NameSharesValueWeighting ↓
Samson Capital Management, LLC 161,231$4,336,0003.73%
BP CAPITAL FUND ADVISORS, LLC 832,992$22,400,0003.52%
ELCO Management Co., LLC 155,210$4,174,0002.32%
WELCH CAPITAL PARTNERS LLC/NY 182,603$4,910,0001.66%
Adams Asset Advisors, LLC 283,178$7,615,0001.00%
Trellus Management Company, LLC 25,000$672,0000.99%
SPIRIT OF AMERICA MANAGEMENT CORP/NY 218,379$5,872,0000.68%
KOCH INDUSTRIES INC 7,930$213,0000.49%
EVERGREEN CAPITAL MANAGEMENT LLC 93,398$2,511,0000.48%
OppenheimerFunds, Inc. 13,257,039$356,482,0000.45%
View complete list of SUNOCO LP shareholders