A detailed history of Congress Wealth Management LLC transactions in Sunoco LP stock. As of the latest transaction made, Congress Wealth Management LLC holds 19,522 shares of SUN stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,522
Previous 19,618 0.49%
Holding current value
$1.02 Million
Previous $1.14 Million 8.17%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

SELL
$50.38 - $59.13 $4,836 - $5,676
-96 Reduced 0.49%
19,522 $1.05 Million
Q1 2025

May 14, 2025

BUY
$51.29 - $59.25 $1.01 Million - $1.16 Million
19,618 New
19,618 $1.14 Million

Others Institutions Holding SUN

About Sunoco LP


  • Ticker SUN
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 83,763,296
  • Market Cap $4.4B
  • Description
  • Sunoco LP, together with its subsidiaries, distributes and retails motor fuels in the United States. It operates in two segments, Fuel Distribution and Marketing, and All Other. The Fuel Distribution and Marketing segment purchases motor fuel from independent refiners and oil companies and supplies it to independently operated dealer stations, d...
More about SUN
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