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Equibles

DAVIDSON TRUST CO

Bank

Position in SUN — Sunoco LP

CIK 1133119 SEATTLE, WA
Back to SUN Full portfolio

Position in SUN

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$607,500
+$22,770 QoQ
Shares Held
9,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#127
of 301 holders
Holding Since
Sep 2021
20 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

DAVIDSON TRUST CO holds $1,261,853 across 3 Oil & Gas Refining & Marketing names. SUN ranks #1 (48.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SUN
Sunoco LP
This page 		9,000 $607,500
2 PSX
Phillips 66
 2,011 $339,959
3 DKL
Delek Logistics Partners, LP
 6,100 $314,394

All Filings in SUN

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $607,500 9,000
2026-03-31 $584,730 9,000
2025-12-31 $471,690 9,000
2025-09-30 $450,090 9,000
2025-06-30 $482,310 9,000
2025-03-31 $522,540 9,000
2024-12-31 $462,960 9,000
2024-09-30 $483,120 9,000
2024-06-30 $508,860 9,000
2024-03-31 $542,610 9,000
2023-12-31 $539,370 9,000
2023-09-30 $440,550 9,000
2023-06-30 $392,040 9,000
2023-03-31 $395,010 9,000
2022-12-31 $387,900 9,000
2022-09-30 $350,730 9,000
2022-06-30 $383,675 10,300
2022-03-31 $420,652 10,300
2021-12-31 $420,549 10,300
2021-09-30 $384,396 10,300