Waldron Private Wealth LLC - SUNOCO LP ownership

SUNOCO LP's ticker is SUN and the CUSIP is 86765K109. A total of 133 filers reported holding SUNOCO LP in Q3 2019. The put-call ratio across all filers is 0.36 and the average weighting 0.1%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of SUNOCO LP
ValueSharesWeighting
Q3 2023$2,447
+12.4%
50,0000.0%0.13%
+16.5%
Q2 2023$2,178
-0.7%
50,0000.0%0.11%
+1.9%
Q1 2023$2,194
+12.6%
50,0000.0%0.11%
-11.6%
Q4 2022$1,948
-99.9%
50,0000.0%0.12%0.0%
Q3 2022$1,948,000
+4.6%
50,0000.0%0.12%
+16.3%
Q2 2022$1,862,000
-8.8%
50,0000.0%0.10%
-1.0%
Q1 2022$2,042,000
+0.0%
50,0000.0%0.10%
+4.0%
Q4 2021$2,041,000
+9.4%
50,0000.0%0.10%
-7.3%
Q3 2021$1,866,000
-1.0%
50,0000.0%0.11%
-9.2%
Q2 2021$1,885,000
+18.4%
50,0000.0%0.12%
+8.1%
Q1 2021$1,592,000
+10.6%
50,0000.0%0.11%
+3.7%
Q4 2020$1,439,000
+18.0%
50,0000.0%0.11%
+2.9%
Q3 2020$1,219,000
+6.8%
50,0000.0%0.10%
+3.0%
Q2 2020$1,141,000
+45.9%
50,0000.0%0.10%
+21.7%
Q1 2020$782,000
-0.9%
50,000
+93.8%
0.08%
+18.6%
Q4 2019$789,000
-2.7%
25,8040.0%0.07%
-15.7%
Q3 2019$811,000
+3.7%
25,804
+3.2%
0.08%0.0%
Q2 2019$782,000
+0.4%
25,0000.0%0.08%
-5.7%
Q1 2019$779,000
+187.5%
25,000
+150.0%
0.09%
+125.6%
Q4 2018$271,000
-25.1%
10,000
-33.3%
0.04%
-57.1%
Q1 2017$362,00015,0000.09%
Other shareholders
SUNOCO LP shareholders Q3 2019
NameSharesValueWeighting ↓
Adams Asset Advisors, LLC 300,223$9,559,0002.06%
Recurrent Investment Advisors LLC 93,401$2,974,0001.88%
Bridgecreek Investment Management, LLC 308,400$9,819,0001.52%
Barnett & Company, Inc. 72,850$2,320,0001.24%
SPIRIT OF AMERICA MANAGEMENT CORP/NY 109,674$3,492,0000.83%
BOWEN HANES & CO INC 1,180,000$37,572,0000.62%
Quad-Cities Investment Group, LLC 14,580$464,0000.35%
Tortoise Index Solutions, LLC 43,622$1,389,0000.33%
PSI Advisors, LLC 13,362$425,0000.25%
XML Financial, LLC 30,548$973,0000.24%
View complete list of SUNOCO LP shareholders