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Concurrent Investment Advisors, LLC → SUN
Concurrent Investment Advisors, LLC SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$458K
Q3 2026
Peak value
$458K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $213K |
| Q4 2025 | $333K |
| Q1 2026 | $416K |
| Q2 2026 | $437K |
| Q3 2026 | $458K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $458K | 6.3K | — | — |
| Q2 2026 | $437K | 6.5K | — | — |
| Q1 2026 | $416K | 6.4K | — | — |
| Q4 2025 | $333K | 6.3K | — | — |
| Q3 2025 | $213K | 4.3K | — | — |
Other funds holding SUN
$366.5M
$335.7M
$314.1M
$304.1M
$273.9M
$273.9M
$157.2M