Position in SUN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$236,250
+$8,855 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#219
of 300 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026BARR E S & CO holds $573,478 across 2 Oil & Gas Refining & Marketing names. SUN ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,319 | $337,228 | |
| 2 | SUN |
Sunoco LP
This page
|
3,500 | $236,250 |
All Filings in SUN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,250 | 3,500 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $227,395 | 3,500 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $333,845 | 5,750 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $334,360 | 6,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $402,600 | 7,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $439,598 | 7,775 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $468,754 | 7,775 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $465,955 | 7,775 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $515,198 | 10,525 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $458,469 | 10,525 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $461,942 | 10,525 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $453,627 | 10,525 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $410,159 | 10,525 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $392,056 | 10,525 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $469,660 | 11,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $469,545 | 11,500 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||