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Crescent Grove Advisors, LLC → SUN

Crescent Grove Advisors, LLC SUN Position History

Sunoco LP • Energy

Quarters held
4
Latest value
$2.7M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$202K
Q1 2026$1.7M
Q2 2026$2.8M
Q3 2026$2.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.7M36.9K——
Q2 2026$2.8M41.9K——
Q1 2026$1.7M26.9K——
Q3 2025$202K4.0K——

Other funds holding SUN

Other Crescent Grove Advisors, LLC positions

ZWS

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ZWS

Zurn Elkay Water Solutions

$108.1M
ETHA

iShares S&P 500 ETF

$74.2M
ETHA

iShares S&P 500 ETF

$73M
ETHA

iShares S&P 500 ETF

$68.8M
ETHA

iShares S&P 500 ETF

$68.3M