Skip to main content
Equibles

ENVESTNET ASSET MANAGEMENT INC

Position in SUN — Sunoco LP

CIK 1407543 Berwyn, PA
Back to SUN Full portfolio

Position in SUN

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$5,596,290
+$809,821 QoQ
Shares Held
82,908
+12.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 300 holders
Holding Since
Sep 2022
16 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, 2026

ENVESTNET ASSET MANAGEMENT INC holds $370,803,404 across 10 Oil & Gas Refining & Marketing names. SUN ranks #5 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
 1,008,833 $170,543,218
2 MPC
Marathon Petroleum Corp
 359,389 $91,884,985
3 VLO
Valero Energy Corp/Tx
 274,721 $71,548,337
4 DINO
HF Sinclair Corp
 363,490 $25,317,078
5 SUN
Sunoco LP
This page 		82,908 $5,596,290
6 DK
Delek US Holdings, Inc.
 38,313 $1,946,683
7 UGP
Ultrapar Holdings Inc
 379,739 $1,906,289
8 WKC
World Kinect Corp
 43,400 $1,429,596

All Filings in SUN

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,596,290 82,908
2026-03-31 $4,786,469 73,672
2025-12-31 $2,520,292 48,088
2025-09-30 $1,742,048 34,834
2025-06-30 $1,675,544 31,266
2025-03-31 $1,892,930 32,603
2024-12-31 $1,582,191 30,758
2024-09-30 $1,463,424 27,262
2024-06-30 $1,562,822 27,641
2024-03-31 $789,859 13,101
2023-12-31 $733,183 12,234
2023-09-30 $475,255 9,709
2023-06-30 $376,489 8,643
2023-03-31 $335,890 7,653
2022-12-31 $358,204 8,311
2022-09-30 $273,530 7,019