Position in SUN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$514,080
-$109,437 QoQ
Shares Held
7,616
-20.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 300 holders
Holding Since
Mar 2025
6 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, 2026&PARTNERS holds $79,679,965 across 10 Oil & Gas Refining & Marketing names. SUN ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
283,968 | $48,004,790 | |
| 2 | MPC |
Marathon Petroleum Corp
|
73,898 | $18,893,501 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
32,750 | $8,529,410 | |
| 4 | DK |
Delek US Holdings, Inc.
|
35,207 | $1,788,867 | |
| 5 | DINO |
HF Sinclair Corp
|
12,364 | $861,152 | |
| 6 | SUN |
Sunoco LP
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|
7,616 | $514,080 | |
| 7 | WKC |
World Kinect Corp
|
11,113 | $366,062 | |
| 8 | SGU |
Star Group, L.P.
|
25,500 | $327,420 |
All Filings in SUN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,080 | 7,616 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||