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United Advisor Group, LLC → SUN
United Advisor Group, LLC SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$543K
Q3 2026
Peak value
$543K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $405K |
| Q4 2025 | $424K |
| Q1 2026 | $526K |
| Q2 2026 | $521K |
| Q3 2026 | $543K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $543K | 7.5K | — | — |
| Q2 2026 | $521K | 7.7K | — | — |
| Q1 2026 | $526K | 8.1K | — | — |
| Q4 2025 | $424K | 8.1K | — | — |
| Q3 2025 | $405K | 8.1K | — | — |
Other funds holding SUN
$1.7B
$1.6B
$1.6B
$1.3B
$1.2B
$366.5M
$335.7M
$314.1M