SUN β€” SUNOCO LP/SUNOCO FIN CORP

Ownership history in Gateway Advisory, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Gateway Advisory, LLC reported a position in SUNOCO LP/SUNOCO FIN CORP (SUN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.21% (2024 Q2)
πŸ“Š Avg. % of fund
0.21%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2024 Q2
⏱ Quarters held
1
% of Fund (quarterly)    SUN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 INITIATED 21,607 β€” β€” 0.21% $1.2M β€”

🏒 Other funds also holding SUN

As of 2025 Q4 β€” sorted by position size

ALPS ADVISORS INC 3Y 7Y 7.59% Fractal Investments LLC 3Y 4.51% Adams Asset Advisors, LLC 3Y 7Y 3.94% INFRASTRUCTURE CAPITAL ADVISORS, LLC 3Y 7Y 3.68% COOPERMAN LEON G 3Y 7Y 2.82% Recurrent Investment Advisors LLC 3Y 2.63% Kercheville Advisors, LLC 3Y 2.3% Energy Income Partners, LLC 3Y 7Y 1.86% Barnett & Company, Inc. 3Y 7Y 1.67% PARK CIRCLE Co 3Y 7Y 1.65%
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