Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SUN holding history

Sunoco LP in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SUN overviewAll 13F holders of SUNFull Q2 2026 holdings

Shares (Q2 2026)
15,270
Value
$1.03M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SUN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,270$1.03M<0.1%−21,064−58.0%ReducedHolders
Q1 202636,334$2.36M<0.1%−1,928−5.0%ReducedHolders
Q4 202538,262$2.01M<0.1%+915+2.4%AddedHolders
Q3 202537,347$1.87M<0.1%+706+1.9%AddedHolders
Q2 202536,641$1.96M<0.1%+40+0.1%AddedHolders
Q1 202536,601$2.13M<0.1%+10,583+40.7%AddedHolders
Q4 202426,018$1.34M<0.1%−4,632−15.1%ReducedHolders
Q3 202430,650$1.65M<0.1%+4,632+17.8%AddedHolders
Q2 202426,018$1.47M<0.1%−1,595−5.8%ReducedHolders
Q1 202427,613$1.66M<0.1%+7,951+40.4%AddedHolders
Q4 202319,662$1.18M<0.1%+1,684+9.4%AddedHolders
Q3 202317,978$880.0K<0.1%−4,011−18.2%ReducedHolders
Q2 202321,989$957.8K<0.1%+10,098+84.9%AddedHolders
Q1 202311,891$521.9K<0.1%−10,078−45.9%ReducedHolders
Q4 202221,969$946.9K<0.1%+3,269+17.5%AddedHolders
Q3 202218,700$729.0K<0.1%+5,400+40.6%AddedHolders
Q2 202213,300$495.0K<0.1%+100+0.8%AddedHolders
Q1 202213,200$539.0K<0.1%+1,300+10.9%AddedHolders
Q4 202111,900$486.0K<0.1%−400−3.3%ReducedHolders
Q3 202112,300$459.0K<0.1%+400+3.4%AddedHolders
Q2 202111,900$449.0K<0.1%−5,138−30.2%ReducedHolders
Q1 202117,038$542.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.