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OPPENHEIMER ASSET MANAGEMENT INC. → SUN
OPPENHEIMER ASSET MANAGEMENT INC. SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$527K
Q3 2026
Peak value
$614K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $322K |
| Q4 2025 | $337K |
| Q1 2026 | $509K |
| Q2 2026 | $614K |
| Q3 2026 | $527K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $527K | 7.2K | — | — |
| Q2 2026 | $614K | 9.1K | — | — |
| Q1 2026 | $509K | 7.8K | — | — |
| Q4 2025 | $337K | 6.4K | — | — |
| Q3 2025 | $322K | 6.4K | — | — |
Other funds holding SUN
$366.5M
$335.7M
$314.1M
$304.1M
$273.9M
$273.9M
$157.2M