SUN — SUNOCO LP / SUNOCO FIN CORP

Ownership history in PARK CIRCLE Co  ·  19 quarters on record

This page tracks every 13F SEC filing in which PARK CIRCLE Co 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
2.01% (2024 Q1)
Avg. % of fund
1.46%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 36,350 — 0% 1.65% $1.9M $51.57
2025 Q3 UNCHANGED 36,350 — 0% 1.52% $1.8M $48.36
2025 Q2 UNCHANGED 36,350 — 0% 1.65% $1.9M $50.92
2025 Q1 UNCHANGED 36,350 — 0% 1.85% $2.1M $54.30
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SUN price (monthly, adj. close)

Other funds also holding SUN

As of 2025 Q4 — 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% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 1.09%
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