Creative Planning Sunoco LP Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Sunoco LP stock. As of the latest transaction made, Creative Planning holds 30,650 shares of SUN stock, worth $1.57 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

30,650

Previous 26,018 17.8%

Holding current value

$1.57 Million

Previous $1.47 Million 11.83%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$50.23 - $58.53 $232,665 - $271,110	4,632 Added 17.8%	30,650 $1.65 Million
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

# of Institutions

299

Shares Held

58.6M

Call Options Held

274K

Put Options Held

639K

View Full List

About Sunoco LP

Ticker SUN
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 83,763,296
Market Cap $4.28B
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...

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Creative Planning Sunoco LP Transaction History