A detailed history of Ep Wealth Advisors, LLC transactions in Sunoco LP stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 13,988 shares of SUN stock, worth $714,507. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,988
Previous 8,296 68.61%
Holding current value
$714,507
Previous $469,000 59.91%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$50.23 - $58.53 $285,909 - $333,152
5,692 Added 68.61%
13,988 $750,000
Q2 2024

Aug 19, 2024

BUY
$49.73 - $60.13 $14,570 - $17,618
293 Added 3.66%
8,296 $469,000
Q1 2024

May 14, 2024

BUY
$54.85 - $64.19 $2,358 - $2,760
43 Added 0.54%
8,003 $482,000
Q4 2023

Feb 28, 2024

BUY
$47.03 - $62.45 $114,518 - $152,065
2,435 Added 44.07%
7,960 $477,000
Q3 2023

Nov 22, 2023

SELL
$43.31 - $51.22 $135,906 - $160,728
-3,138 Reduced 36.22%
5,525 $270,000
Q2 2023

Aug 14, 2023

SELL
$42.7 - $46.03 $2.43 Million - $2.61 Million
-56,808 Reduced 86.77%
8,663 $377,000
Q1 2023

Jun 05, 2023

BUY
$41.44 - $48.09 $2.18 Million - $2.53 Million
52,687 Added 412.13%
65,471 $2.87 Million
Q4 2022

Jun 12, 2023

SELL
$38.97 - $44.85 $2.34 Million - $2.7 Million
-60,115 Reduced 91.82%
5,356 $230,000
Q3 2022

Dec 02, 2022

BUY
$36.12 - $42.28 $247,421 - $289,618
6,850 Added 115.44%
12,784 $498,000
Q2 2022

Aug 11, 2022

BUY
$35.61 - $44.35 $211,309 - $263,172
5,934 New
5,934 $221,000

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 $4.28B
  • 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...
More about SUN
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