Svb Wealth LLC Sunoco LP Transaction History

Svb Wealth LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$49.73 - $60.13 $5,420 - $6,554	109 Added 2.65%	4,227 $238,000
Q1 2024 May 15, 2024	BUY	$54.85 - $64.19 $225,872 - $264,334	4,118 New	4,118 $248,000
Q3 2023 Oct 23, 2023	SELL	$43.31 - $51.22 $18,450 - $21,819	-426 Reduced 8.07%	4,854 $237,000
Q2 2023 Jul 24, 2023	SELL	$42.7 - $46.03 $21,606 - $23,291	-506 Reduced 8.75%	5,280 $229,000
Q1 2023 May 12, 2023	SELL	$41.44 - $48.09 $30,582 - $35,490	-738 Reduced 11.31%	5,786 $253,000
Q4 2022 Feb 10, 2023	BUY	$38.97 - $44.85 $50,583 - $58,215	1,298 Added 24.84%	6,524 $281,000
Q3 2022 Nov 09, 2022	BUY	$36.12 - $42.28 $188,763 - $220,955	5,226 New	5,226 $204,000
Q4 2021 Feb 15, 2022	SELL	$37.34 - $42.07 $524,477 - $590,915	-14,046 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$35.09 - $38.8 $45,722 - $50,556	1,303 Added 10.23%	14,046 $524,000
Q2 2021 Aug 13, 2021	BUY	$32.44 - $38.32 $69,778 - $82,426	2,151 Added 20.31%	12,743 $481,000
Q1 2021 May 11, 2021	BUY	$28.61 - $33.0 $303,037 - $349,536	10,592 New	10,592 $337,000

299

58.6M

274K

639K

Ticker SUN
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 83,763,296
Market Cap $4.31B
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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