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DAVIDSON TRUST CO SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$656K
Q3 2026
Peak value
$656K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $450K |
| Q4 2025 | $472K |
| Q1 2026 | $585K |
| Q2 2026 | $608K |
| Q3 2026 | $656K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $656K | 9.0K | — | — |
| Q2 2026 | $608K | 9.0K | — | — |
| Q1 2026 | $585K | 9.0K | — | — |
| Q4 2025 | $472K | 9.0K | — | — |
| Q3 2025 | $450K | 9.0K | — | — |
Other funds holding SUN
$366.5M
$335.7M
$314.1M
$304.1M
$273.9M
$273.9M
$157.2M