Position in SUN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$85,174
+$16,361 QoQ
Shares Held
1,311
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Parkside Financial Bank & Trust holds $3,459,926 across 11 Oil & Gas Refining & Marketing names. SUN ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
6,814 | $1,663,841 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
3,944 | $974,483 | |
| 3 | PSX |
Phillips 66
|
3,628 | $660,948 | |
| 4 | SUN |
Sunoco LP
This page
|
1,311 | $85,174 | |
| 5 | DINO |
HF Sinclair Corp
|
789 | $49,225 | |
| 6 | PBF |
PBF Energy Inc.
|
350 | $16,667 | |
| 7 | CVI |
Cvr Energy Inc
|
175 | $5,888 | |
| 8 | PARR |
Par Pacific Holdings, Inc.
|
45 | $2,818 |
All Filings in SUN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,174 | 1,311 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $68,813 | 1,313 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,662 | 1,313 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $73,899 | 1,379 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $40,874 | 704 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $36,212 | 704 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $42,084 | 784 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $44,326 | 784 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||