Position in SUN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$662,917
New position
Shares Held
9,821
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#121
of 300 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026GWN SECURITIES INC. holds $1,404,708 across 2 Oil & Gas Refining & Marketing names. SUN ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
4,388 | $741,791 | |
| 2 | SUN |
Sunoco LP
This page
|
9,821 | $662,917 |
All Filings in SUN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,917 | 9,821 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||