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Equibles

PRIVATE TRUST CO NA

Bank

Position in SUN — Sunoco LP

CIK 1277557 CLEVELAND, OH
Back to SUN Full portfolio

Position in SUN

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$43,875
+$1,645 QoQ
Shares Held
650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#256
of 300 holders
Holding Since
Jun 2022
17 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

PRIVATE TRUST CO NA holds $2,909,875 across 9 Oil & Gas Refining & Marketing names. SUN ranks #4 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VLO
Valero Energy Corp/Tx
 4,199 $1,093,587
2 PSX
Phillips 66
 6,194 $1,047,095
3 MPC
Marathon Petroleum Corp
 2,709 $692,610
4 SUN
Sunoco LP
This page 		650 $43,875
5 PBF
PBF Energy Inc.
 294 $13,382
6 DINO
HF Sinclair Corp
 152 $10,586
7 CAPL
CrossAmerica Partners LP
 200 $4,484
8 DK
Delek US Holdings, Inc.
 76 $3,861

All Filings in SUN

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $43,875 650
2026-03-31 $42,230 650
2025-12-31 $34,066 650
2025-09-30 $32,506 650
2025-06-30 $34,833 650
2025-03-31 $37,739 650
2024-12-31 $33,436 650
2024-09-30 $34,892 650
2024-06-30 $36,751 650
2024-03-31 $39,188 650
2023-12-31 $50,940 850
2023-09-30 $41,607 850
2023-06-30 $37,026 850
2023-03-31 $37,306 850
2022-12-31 $28,015 650
2022-09-30 $25,330 650
2022-06-30 $24,212 650