Position in SUN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$623,517
+$194,280 QoQ
Shares Held
9,597
+17.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026&PARTNERS holds $76,607,645 across 9 Oil & Gas Refining & Marketing names. SUN ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
263,210 | $47,951,597 | |
| 2 | MPC |
Marathon Petroleum Corp
|
69,388 | $16,943,161 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
32,007 | $7,908,289 | |
| 4 | DK |
Delek US Holdings, Inc.
|
35,141 | $1,583,804 | |
| 5 | DINO |
HF Sinclair Corp
|
12,196 | $760,908 | |
| 6 | SUN |
Sunoco LP
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|
9,597 | $623,517 | |
| 7 | SGU |
Star Group, L.P.
|
25,500 | $313,140 | |
| 8 | DKL |
Delek Logistics Partners, LP
|
5,800 | $288,608 |
All Filings in SUN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $623,517 | 9,597 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $429,237 | 8,190 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $334,916 | 6,697 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $249,997 | 4,665 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $257,786 | 4,440 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||