Position in SUN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,845,642
+$332,309 QoQ
Shares Held
175,491
-1.0% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 300 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026LPL Financial LLC holds $453,295,701 across 17 Oil & Gas Refining & Marketing names. SUN ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
582,130 | $151,609,937 | |
| 2 | PSX |
Phillips 66
|
876,262 | $148,132,091 | |
| 3 | MPC |
Marathon Petroleum Corp
|
441,653 | $112,917,422 | |
| 4 | SUN |
Sunoco LP
This page
|
175,491 | $11,845,642 | |
| 5 | DINO |
HF Sinclair Corp
|
148,212 | $10,322,965 | |
| 6 | DK |
Delek US Holdings, Inc.
|
108,693 | $5,522,691 | |
| 7 | CVI |
Cvr Energy Inc
|
106,272 | $2,926,730 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
115,174 | $2,582,201 |
All Filings in SUN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,845,642 | 175,491 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,513,333 | 177,210 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,387,836 | 179,123 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,818,413 | 196,329 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,217,415 | 190,659 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,736,745 | 184,925 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,153,182 | 177,939 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,362,279 | 193,038 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,834,297 | 226,995 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,556,447 | 158,508 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,715,859 | 145,434 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,461,399 | 152,429 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,318,203 | 145,046 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,300,497 | 143,552 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,529,600 | 128,297 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,946,929 | 126,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,165,122 | 138,661 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,312,499 | 105,595 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,707,927 | 66,322 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,792,554 | 48,032 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,658,460 | 43,991 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,082,146 | 33,987 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,311,447 | 45,568 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $680,261 | 27,891 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $596,844 | 26,143 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $343,735 | 21,978 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||