Avior Wealth Management, LLC - SUNOCO LP ownership

SUNOCO LP's ticker is SUN and the CUSIP is 86765K109. A total of 185 filers reported holding SUNOCO LP in Q2 2023. The put-call ratio across all filers is 0.80 and the average weighting 0.1%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of SUNOCO LP
ValueSharesWeighting
Q3 2023$24,475
+12.4%
5000.0%0.00%
+100.0%
Q2 2023$21,780
-0.8%
5000.0%0.00%
-50.0%
Q1 2023$21,945
+1.8%
5000.0%0.00%0.0%
Q4 2022$21,550
+13.4%
5000.0%0.00%0.0%
Q3 2022$19,000
+5.6%
5000.0%0.00%0.0%
Q2 2022$18,000
-10.0%
5000.0%0.00%0.0%
Q1 2022$20,0000.0%5000.0%0.00%0.0%
Q4 2021$20,000
+11.1%
5000.0%0.00%
+100.0%
Q3 2021$18,0000.0%5000.0%0.00%
-50.0%
Q2 2021$18,000
+20.0%
5000.0%0.00%0.0%
Q1 2021$15,000
+7.1%
5000.0%0.00%0.0%
Q4 2020$14,000
+16.7%
5000.0%0.00%0.0%
Q3 2020$12,000
+9.1%
5000.0%0.00%0.0%
Q2 2020$11,000
+57.1%
5000.0%0.00%
+100.0%
Q1 2020$7,000
-53.3%
5000.0%0.00%
-50.0%
Q4 2019$15,0000.0%5000.0%0.00%
-33.3%
Q3 2019$15,000
-6.2%
5000.0%0.00%0.0%
Q2 2019$16,000
+700.0%
500
+400.0%
0.00%
Q2 2018$2,000
-33.3%
1000.0%0.00%
-100.0%
Q1 2018$3,0000.0%1000.0%0.00%0.0%
Q4 2017$3,0000.0%1000.0%0.00%0.0%
Q3 2017$3,0000.0%1000.0%0.00%0.0%
Q2 2017$3,000
+50.0%
1000.0%0.00%0.0%
Q1 2017$2,000
+100.0%
100
+122.2%
0.00%
Q4 2016$1,0000.0%45
+12.5%
0.00%
Q3 2016$1,000400.00%
Other shareholders
SUNOCO LP shareholders Q2 2023
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