Cambridge Investment Research Advisors, Inc.

Position in SUN — Sunoco LP

CIK 1419186 FAIRFIELD, IA

Back to SUN Full portfolio

Position in SUN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,746,697

+$42,015 QoQ

Shares Held

25,877

-1.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 81 holders

Holding Since

Jun 2020

25 quarters on record

Common Shares in SUN Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Cambridge Investment Research Advisors, Inc. holds $52,939,520 across 8 Oil & Gas Refining & Marketing names. SUN ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	104,290	$17,630,224
2	MPC	Marathon Petroleum Corp	61,105	$15,622,715
3	VLO	Valero Energy Corp/Tx	58,048	$15,118,021
4	DINO	HF Sinclair Corp	32,528	$2,265,575
5	SUN	Sunoco LP This page	25,877	$1,746,697
6	IEP	Icahn Enterprises L.P.	44,000	$317,240
7	DKL	Delek Logistics Partners, LP	4,101	$211,365
8	CLNE	Clean Energy Fuels Corp.	13,504	$27,683

All Filings in SUN

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,746,697	25,877	-1.4%	Shares	Sole	2026-07-27
2026-03-31	$1,704,682	26,238	-4.5%	Shares	Sole	2026-04-30
2025-12-31	$1,439,650	27,469	+4.0%	Shares	Sole	2026-02-05
2025-09-30	$1,320,864	26,412	+8.1%	Shares	Sole	2025-11-12
2025-06-30	$1,308,828	24,423	-3.2%	Shares	Sole	2025-07-31
2025-03-31	$1,464,969	25,232	+4.7%	Shares	Sole	2025-04-22
2024-12-31	$1,239,086	24,088	+5.9%	Shares	Sole	2025-02-14
2024-09-30	$1,220,736	22,741	-10.7%	Shares	Sole	2024-10-28
2024-06-30	$1,440,243	25,473	+3.3%	Shares	Sole	2024-07-26
2024-03-31	$1,487,113	24,666	+31.7%	Shares	Sole	2024-04-24
2023-12-31	$1,122,608	18,732	-15.4%	Shares	Sole	2024-02-09
2023-09-30	$1,083,214	22,129	+2.4%	Shares	Sole	2023-10-24
2023-06-30	$941,288	21,609	+1.1%	Shares	Sole	2023-07-13
2023-03-31	$937,973	21,371	+1.6%	Shares	Sole	2023-05-11
2022-12-31	$906,479	21,032	+44.7%	Shares	Sole	2023-02-08
2022-09-30	$566,467	14,536	+11.4%	Shares	Sole	2022-10-17
2022-06-30	$486,149	13,051	-6.4%	Shares	Sole	2022-07-13
2022-03-31	$569,268	13,939	+8.9%	Shares	Sole	2022-05-12
2021-12-31	$522,583	12,799	+34.5%	Shares	Sole	2022-02-03
2021-09-30	$355,062	9,514	+6.1%	Shares	Sole	2021-11-02
2021-06-30	$337,942	8,964	+16.8%	Shares	Sole	2021-08-10
2021-03-31	$244,340	7,674	-19.4%	Shares	Sole	2021-05-07
2020-12-31	$273,928	9,518	+2.6%	Shares	Sole	2021-02-04
2020-09-30	$226,339	9,280	+0.6%	Shares	Sole	2020-10-29
2020-06-30	$210,698	9,229	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.