CHICKASAW CAPITAL MANAGEMENT LLC

Position in SUN — Sunoco LP

CIK 1276460 MEMPHIS, TN

Position in SUN

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$13,194,952

+$1,282,264 QoQ

Shares Held

203,093

-10.6% QoQ

Ownership

0.099%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

CHICKASAW CAPITAL MANAGEMENT LLC holds $50,120,797 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66	294,013	$49,702,897
2	DINO	HF Sinclair Corp	6,000	$417,900

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,194,952	203,093	-10.6%	Shares	Sole	2026-04-13
2025-12-31	$11,912,688	227,298	-0.5%	Shares	Sole	2026-01-12
2025-09-30	$11,423,734	228,429	+58.2%	Shares	Sole	2025-10-07
2025-06-30	$7,739,950	144,429	+4.7%	Shares	Sole	2025-07-10
2025-03-31	$8,012,280	138,000	+79.2%	Shares	Sole	2025-04-09
2024-12-31	$3,960,880	77,000	+21.5%	Shares	Sole	2025-01-07
2024-09-30	$3,403,312	63,400	+10.1%	Shares	Sole	2024-10-10
2024-06-30	$3,256,704	57,600	—	Shares	Sole	2024-07-08
No filing history on record for this holder in this stock.