Position in SUN
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$809,656
+$128,326 QoQ
Shares Held
12,462
-4.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Janney Montgomery Scott LLC holds $104,769,568 across 9 Oil & Gas Refining & Marketing names. SUN ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
229,750 | $41,855,855 | |
| 2 | MPC |
Marathon Petroleum Corp
|
145,016 | $35,410,006 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
74,758 | $18,471,206 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
93,335 | $5,846,504 | |
| 5 | DINO |
HF Sinclair Corp
|
20,812 | $1,298,460 | |
| 6 | SUN |
Sunoco LP
This page
|
12,462 | $809,656 | |
| 7 | CAPL |
CrossAmerica Partners LP
|
18,540 | $385,261 | |
| 8 | PBF |
PBF Energy Inc.
|
7,885 | $375,483 |
All Filings in SUN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||