Position in SUN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,365,929
+$287,803 QoQ
Shares Held
21,024
+2.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026HighTower Advisors, LLC holds $149,915,771 across 10 Oil & Gas Refining & Marketing names. SUN ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
336,509 | $61,305,209 | |
| 2 | MPC |
Marathon Petroleum Corp
|
220,725 | $53,896,630 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
118,335 | $29,238,211 | |
| 4 | DINO |
HF Sinclair Corp
|
35,935 | $2,241,984 | |
| 5 | SUN |
Sunoco LP
This page
|
21,024 | $1,365,929 | |
| 6 | PBF |
PBF Energy Inc.
|
14,223 | $677,299 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
10,539 | $660,162 | |
| 8 | DKL |
Delek Logistics Partners, LP
|
7,100 | $353,296 |
All Filings in SUN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,365,929 | 21,024 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,078,126 | 20,571 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,120,674 | 22,409 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,317,617 | 24,587 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,493,245 | 25,719 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,320,310 | 25,667 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,468,899 | 27,364 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,486,493 | 26,291 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,548,126 | 25,678 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,666,173 | 27,802 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,206,617 | 24,650 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $932,793 | 21,414 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,019,871 | 23,237 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,000,480 | 23,213 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $940,463 | 24,133 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $934,379 | 25,084 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $939,973 | 23,016 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $552,225 | 13,525 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $759,387 | 20,348 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $755,093 | 20,029 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $454,993 | 14,290 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $427,095 | 14,840 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $335,435 | 13,753 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $201,337 | 8,819 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||