TORTOISE CAPITAL ADVISORS, L.L.C.

Position in SUN — Sunoco LP

CIK 1280965 OVERLAND PARK, KS

Position in SUN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$52,982,904

+$11,020,052 QoQ

Shares Held

815,498

+1.9% QoQ

Ownership

0.398%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

TORTOISE CAPITAL ADVISORS, L.L.C. holds $150,490,694 across 4 Oil & Gas Refining & Marketing names. SUN ranks #1 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP This page	815,498	$52,982,904
2	MPC	Marathon Petroleum Corp	169,704	$41,438,322
3	VLO	Valero Energy Corp/Tx	167,394	$41,359,709
4	PSX	Phillips 66	80,743	$14,709,759

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$52,982,904	815,498	+1.9%	Shares	Sole	2026-05-15
2025-12-31	$41,962,852	800,665	-45.0%	Shares	Sole	2026-02-17
2025-09-30	$72,859,668	1,456,902	+3.7%	Shares	Sole	2025-11-13
2025-06-30	$75,279,908	1,404,738	+15.7%	Shares	Sole	2025-08-14
2025-03-31	$70,462,544	1,213,616	-5.2%	Shares	Sole	2025-05-14
2024-12-31	$65,829,619	1,279,736	-5.2%	Shares	Sole	2025-02-13
2024-09-30	$72,451,198	1,349,687	-0.1%	Shares	Sole	2024-11-13
2024-06-30	$76,406,346	1,351,368	+26345.6%	Shares	Sole	2024-08-05
2024-03-31	$308,081	5,110	-38.4%	Shares	Sole	2024-05-10
2023-12-31	$497,119	8,295	0.0%	Shares	Sole	2024-02-14
2023-09-30	$406,040	8,295	0.0%	Shares	Sole	2023-11-13
2023-06-30	$361,330	8,295	+496.8%	Shares	Sole	2023-08-14
2022-06-30	$51,777	1,390	0.0%	Shares	Sole	2022-08-15
2022-03-31	$56,767	1,390	0.0%	Shares	Sole	2022-05-16
2021-12-31	$56,753	1,390	0.0%	Shares	Sole	2022-02-14
2021-09-30	$51,874	1,390	0.0%	Shares	Sole	2021-11-04
2021-06-30	$52,403	1,390	0.0%	Shares	Sole	2021-08-10
2021-03-31	$44,257	1,390	0.0%	Shares	Sole	2021-05-17
2020-12-31	$40,004	1,390	0.0%	Shares	Sole	2021-02-16
2020-09-30	$33,902	1,390	+71.6%	Shares	Sole	2020-11-13
2020-03-31	$12,668	810	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.