A detailed history of Svb Wealth LLC transactions in Sunoco LP stock. As of the latest transaction made, Svb Wealth LLC holds 4,118 shares of SUN stock, worth $231,184. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,118
Holding current value
$231,184
% of portfolio
0.01%

Shares

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

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 $4.7B
  • 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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