Number of Shares
571,547.00
Current Holdings Value*
$30.63 Mil
% of Portfolio
4.31%
Total Estimate Gain
$7.19 Mil
% of Total Estimate Gain
27.14%

Adams Asset Advisors, LLC's Sunoco LP Holding Summary

As of 2025-06-30, Adams Asset Advisors, LLC held 571,547.00 shares of Sunoco LP(SUN), totaling $30.63 Mil. This investment constitutes 4.31% of their stock portfolio, and Adams Asset Advisors, LLC now holds 0.42% of the outstanding Sunoco LP(SUN) stock.

The initial trade took place in 2014Q4. And since then Adams Asset Advisors, LLC has made 12 purchases of SUN, at an average price of $39.62, for a total of 668,592.00 shares. In addition, there have been 5 sales at an average price of $31.79 for 97,045.00 shares. Based on historical transaction data and SUN's current price of $53.53, Adams Asset Advisors, LLC's estimated gain on his SUN holdings is $7.19 Mil, reflecting a 27.14% gain to date.

Adams Asset Advisors, LLC SUN ($53.53) Holding Chart

Adams Asset Advisors, LLC SUN ($53.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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