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Waldron Private Wealth LLC → SUN
Waldron Private Wealth LLC SUN Position History
Sunoco LP • Energy
Quarters held
4
Latest value
$4.4M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.7M |
| Q1 2026 | $4.6M |
| Q2 2026 | $4.8M |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 61.0K | — | — |
| Q2 2026 | $4.8M | 71.0K | — | — |
| Q1 2026 | $4.6M | 71.0K | — | — |
| Q4 2025 | $3.7M | 71.0K | — | — |
Other funds holding SUN
$1.7B
$1.6B
$1.6B
$1.3B
$1.2B
$366.5M
$335.7M
$314.1M