Position in SUN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,745,678
+$1,543,638 QoQ
Shares Held
26,869
+565.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Crescent Grove Advisors, LLC holds $1,745,678 across 1 Oil & Gas Refining & Marketing name. SUN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUN |
Sunoco LP
This page
|
26,869 | $1,745,678 |
All Filings in SUN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,745,678 | 26,869 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $202,040 | 4,040 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,326,824 | 43,419 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,498,238 | 25,805 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $1,174,840 | 21,886 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $540,522 | 9,560 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $467,454 | 7,800 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $733,173 | 14,978 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $274,210 | 6,295 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||