Position in SUN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$945,135
+$135,479 QoQ
Shares Held
14,002
+12.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 300 holders
Holding Since
Jun 2020
25 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, 2026Janney Montgomery Scott LLC holds $105,738,666 across 9 Oil & Gas Refining & Marketing names. SUN ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
234,191 | $39,589,988 | |
| 2 | MPC |
Marathon Petroleum Corp
|
144,236 | $36,876,818 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
76,815 | $20,005,698 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
104,639 | $5,868,155 | |
| 5 | DINO |
HF Sinclair Corp
|
19,437 | $1,353,787 | |
| 6 | SUN |
Sunoco LP
This page
|
14,002 | $945,135 | |
| 7 | PBF |
PBF Energy Inc.
|
8,680 | $395,113 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
51,309 | $369,937 |
All Filings in SUN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,135 | 14,002 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $809,656 | 12,462 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $681,330 | 13,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $691,788 | 13,833 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $915,638 | 17,086 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $838,792 | 14,447 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $689,347 | 13,401 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $726,290 | 13,530 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $729,083 | 12,895 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $794,742 | 13,182 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $825,655 | 13,777 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $680,160 | 13,895 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $666,511 | 15,301 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $786,859 | 17,928 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,108,144 | 25,711 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $991,201 | 25,435 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $531,855 | 14,278 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $601,491 | 14,728 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $646,951 | 15,845 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $602,829 | 16,153 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $480,411 | 12,743 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $375,361 | 11,789 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $281,382 | 9,777 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $235,753 | 9,666 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $215,264 | 9,429 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||