Position in SUN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$364,936
+$90,675 QoQ
Shares Held
5,617
+7.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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 Mar 31, 2026Jaffetilchin Investment Partners, LLC holds $723,101 across 2 Oil & Gas Refining & Marketing names. SUN ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUN |
Sunoco LP
This page
|
5,617 | $364,936 | |
| 2 | PSX |
Phillips 66
|
1,966 | $358,165 |
All Filings in SUN
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,936 | 5,617 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $274,261 | 5,233 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $288,157 | 5,762 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $368,859 | 6,883 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $402,355 | 6,930 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $382,610 | 7,438 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $290,355 | 5,409 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $365,983 | 6,473 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $390,438 | 6,476 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $384,870 | 6,422 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $313,524 | 6,405 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $287,016 | 6,589 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $281,203 | 6,407 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $279,072 | 6,475 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $251,005 | 6,441 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $238,809 | 6,411 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $260,722 | 6,384 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $252,451 | 6,183 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $215,448 | 5,773 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $212,854 | 5,646 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||