A detailed history of Creative Planning transactions in Sunoco LP stock. As of the latest transaction made, Creative Planning holds 26,018 shares of SUN stock, worth $1.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,018
Previous 27,613 5.78%
Holding current value
$1.4 Million
Previous $1.66 Million 11.6%
% of portfolio
0.0%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$49.73 - $60.13 $79,319 - $95,907
-1,595 Reduced 5.78%
26,018 $1.47 Million
Q1 2024

May 10, 2024

BUY
$54.85 - $64.19 $436,112 - $510,374
7,951 Added 40.44%
27,613 $1.66 Million
Q4 2023

Feb 14, 2024

BUY
$47.03 - $62.45 $79,198 - $105,165
1,684 Added 9.37%
19,662 $1.18 Million
Q3 2023

Nov 16, 2023

SELL
$43.31 - $51.22 $173,716 - $205,443
-4,011 Reduced 18.24%
17,978 $880,000
Q2 2023

Jul 21, 2023

BUY
$42.7 - $46.03 $431,184 - $464,810
10,098 Added 84.92%
21,989 $957,000
Q1 2023

May 15, 2023

SELL
$41.44 - $48.09 $417,632 - $484,651
-10,078 Reduced 45.87%
11,891 $521,000
Q4 2022

Feb 10, 2023

BUY
$38.97 - $44.85 $127,392 - $146,614
3,269 Added 17.48%
21,969 $946,000
Q3 2022

Nov 03, 2022

BUY
$36.12 - $42.28 $195,048 - $228,312
5,400 Added 40.6%
18,700 $729,000
Q2 2022

Aug 15, 2022

BUY
$35.61 - $44.35 $3,561 - $4,435
100 Added 0.76%
13,300 $495,000
Q1 2022

May 16, 2022

BUY
$40.02 - $46.7 $52,026 - $60,710
1,300 Added 10.92%
13,200 $539,000
Q4 2021

Feb 11, 2022

SELL
$37.34 - $42.07 $14,936 - $16,828
-400 Reduced 3.25%
11,900 $486,000
Q3 2021

Nov 10, 2021

BUY
$35.09 - $38.8 $14,036 - $15,519
400 Added 3.36%
12,300 $459,000
Q2 2021

Aug 04, 2021

SELL
$32.44 - $38.32 $166,676 - $196,888
-5,138 Reduced 30.16%
11,900 $449,000
Q1 2021

Apr 30, 2021

BUY
$28.61 - $33.0 $1,945 - $2,244
68 Added 0.4%
17,038 $542,000
Q4 2020

Jan 29, 2021

BUY
$24.44 - $30.62 $31,527 - $39,499
1,290 Added 8.23%
16,970 $488,000
Q3 2020

Nov 05, 2020

BUY
$23.14 - $27.45 $61,482 - $72,934
2,657 Added 20.4%
15,680 $382,000
Q2 2020

Jul 23, 2020

SELL
$14.35 - $27.0 $2,769 - $5,211
-193 Reduced 1.46%
13,023 $297,000
Q1 2020

May 05, 2020

BUY
$11.93 - $32.58 $59 - $162
5 Added 0.04%
13,216 $207,000
Q4 2019

Jan 30, 2020

SELL
$30.01 - $33.87 $32,980 - $37,223
-1,099 Reduced 7.68%
13,211 $404,000
Q3 2019

Nov 01, 2019

SELL
$29.94 - $33.97 $44,610 - $50,615
-1,490 Reduced 9.43%
14,310 $450,000
Q2 2019

Jul 26, 2019

BUY
$29.63 - $31.66 $41,482 - $44,324
1,400 Added 9.72%
15,800 $494,000
Q1 2019

Apr 24, 2019

SELL
$27.12 - $31.16 $276,624 - $317,832
-10,200 Reduced 41.46%
14,400 $449,000
Q4 2018

Feb 01, 2019

BUY
$24.12 - $30.44 $49,856 - $62,919
2,067 Added 9.17%
24,600 $669,000
Q3 2018

Oct 25, 2018

SELL
$24.52 - $29.55 $1.02 Million - $1.23 Million
-41,767 Reduced 64.96%
22,533 $666,000
Q2 2018

Jul 20, 2018

BUY
$24.68 - $28.37 $238,408 - $274,054
9,660 Added 17.68%
64,300 $1.61 Million
Q1 2018

Apr 18, 2018

BUY
$25.51 - $32.54 $1.06 Million - $1.36 Million
41,740 Added 323.57%
54,640 $1.39 Million
Q4 2017

Jan 17, 2018

BUY
$28.04 - $32.38 $361,716 - $417,702
12,900
12,900 $366,000

Others Institutions Holding SUN

About Sunoco LP


  • Ticker SUN
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 83,763,296
  • Market Cap $4.5B
  • Description
  • Sunoco LP, together with its subsidiaries, distributes and retails motor fuels in the United States. It operates in two segments, Fuel Distribution and Marketing, and All Other. The Fuel Distribution and Marketing segment purchases motor fuel from independent refiners and oil companies and supplies it to independently operated dealer stations, d...
More about SUN
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