ENVESTNET ASSET MANAGEMENT INC

Position in SUN — Sunoco LP

CIK 1407543 Berwyn, PA

Position in SUN

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$4,786,469

+$2,266,177 QoQ

Shares Held

73,672

+53.2% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $375,856,042 across 9 Oil & Gas Refining & Marketing names. SUN ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	1,027,210	$187,137,117
2	MPC	Marathon Petroleum Corp	365,720	$89,301,509
3	VLO	Valero Energy Corp/Tx	274,629	$67,855,333
4	DINO	HF Sinclair Corp	375,730	$23,441,794
5	SUN	Sunoco LP This page	73,672	$4,786,469
6	DK	Delek US Holdings, Inc.	43,669	$1,968,161
7	WKC	World Kinect Corp	41,418	$955,513
8	PARR	Par Pacific Holdings, Inc.	3,512	$219,991

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,786,469	73,672	+53.2%	Shares	Sole	2026-05-04
2025-12-31	$2,520,292	48,088	+38.0%	Shares	Sole	2026-02-10
2025-09-30	$1,742,048	34,834	+11.4%	Shares	Sole	2025-11-05
2025-06-30	$1,675,544	31,266	-4.1%	Shares	Sole	2025-08-01
2025-03-31	$1,892,930	32,603	+6.0%	Shares	Sole	2025-04-29
2024-12-31	$1,582,191	30,758	+12.8%	Shares	Sole	2025-02-13
2024-09-30	$1,463,424	27,262	-1.4%	Shares	Sole	2024-11-07
2024-06-30	$1,562,822	27,641	+111.0%	Shares	Sole	2024-08-08
2024-03-31	$789,859	13,101	+7.1%	Shares	Sole	2024-05-13
2023-12-31	$733,183	12,234	+26.0%	Shares	Sole	2024-02-13
2023-09-30	$475,255	9,709	+12.3%	Shares	Sole	2023-11-13
2023-06-30	$376,489	8,643	+12.9%	Shares	Sole	2023-08-04
2023-03-31	$335,890	7,653	-7.9%	Shares	Sole	2023-05-11
2022-12-31	$358,204	8,311	+18.4%	Shares	Sole	2023-02-07
2022-09-30	$273,530	7,019	—	Shares	Sole	2022-11-10
No filing history on record for this holder in this stock.