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Creative Planning SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q4 2025 | $2M |
| Q1 2026 | $2.4M |
| Q2 2026 | $1M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 16.2K | — | — |
| Q2 2026 | $1M | 15.3K | — | — |
| Q1 2026 | $2.4M | 36.3K | — | — |
| Q4 2025 | $2M | 38.3K | — | — |
| Q3 2025 | $1.9M | 37.3K | — | — |
Other funds holding SUN
$1.7B
$1.6B
$1.6B
$1.3B
$1.2B
$366.5M
$335.7M
$314.1M