MAI Capital Management

Position in SUN — Sunoco LP

CIK 1040197 INDEPENDENCE, OH

Position in SUN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$511,920

+$154,910 QoQ

Shares Held

7,584

+38.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MAI Capital Management holds $32,697,481 across 6 Oil & Gas Refining & Marketing names. SUN ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	66,840	$11,299,301
2	VLO	Valero Energy Corp/Tx	38,728	$10,086,320
3	MPC	Marathon Petroleum Corp	37,044	$9,471,039
4	DINO	HF Sinclair Corp	13,118	$913,668
5	SUN	Sunoco LP This page	7,584	$511,920
6	PBF	PBF Energy Inc.	9,122	$415,233

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$511,920	7,584	+38.0%	Shares	Sole	2026-08-14
2026-03-31	$357,010	5,495	-2.7%	Shares	Sole	2026-05-15
2025-12-31	$295,854	5,645	-1.3%	Shares	Sole	2026-02-13
2025-09-30	$285,907	5,717	+2.3%	Shares	Sole	2025-11-10
2025-06-30	$299,407	5,587	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$324,207	5,584	+2.9%	Shares	Sole	2025-05-15
2024-12-31	$279,164	5,427	+1.0%	Shares	Sole	2025-02-14
2024-09-30	$288,530	5,375	+16.3%	Shares	Sole	2024-11-07
2024-06-30	$261,271	4,621	-3.3%	Shares	Sole	2024-08-12
2024-03-31	$288,186	4,780	0.0%	Shares	Sole	2024-05-08
2023-12-31	$286,465	4,780	0.0%	Shares	Sole	2024-02-09
2023-09-30	$233,981	4,780	0.0%	Shares	Sole	2023-11-14
2023-06-30	$208,216	4,780	—	Shares	Sole	2023-08-02
No filing history on record for this holder in this stock.