B. Riley Wealth Advisors, Inc.

Position in SUN — Sunoco LP

CIK 1464811 MEMPHIS, TN

Back to SUN Full portfolio

Position in SUN

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$637,267

+$5,824 QoQ

Shares Held

9,441

-2.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#124

of 300 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SUN Over Time

Shares Held

Position Value (USD)

Derivatives in SUN

reported options exposure · as of Jun 30, 2026

CallValue

$13,500

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $2,458,643 across 4 Oil & Gas Refining & Marketing names. SUN ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	6,649	$1,124,013
2	SUN	Sunoco LP This page	9,441	$637,267
3	VLO	Valero Energy Corp/Tx	1,747	$454,988
4	MPC	Marathon Petroleum Corp	948	$242,375

All Filings in SUN

Export CSV

28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$637,267	9,441	-2.9%	Shares	Sole	2026-07-14
2026-06-30	$13,500	200	-99.8%	Call	Sole	2026-07-14
2026-03-31	$66,320	100,000	+49900.0%	Call	Sole	2026-04-27
2026-03-31	$631,443	9,719	+3.2%	Shares	Sole	2026-04-27
2025-12-31	$10,482	200	—	Call	Sole	2026-02-17
2025-12-31	$493,649	9,419	+1.3%	Shares	Sole	2026-02-17
2025-09-30	$464,942	9,297	-1.0%	Shares	Sole	2025-10-31
2025-06-30	$503,049	9,387	-10.9%	Shares	Sole	2025-08-19
2024-12-31	$542,023	10,537	-0.9%	Shares	Sole	2025-02-25
2024-09-30	$570,994	10,637	+1.8%	Shares	Sole	2024-12-13
2024-06-30	$590,673	10,447	+5.8%	Shares	Sole	2024-08-19
2024-03-31	$595,484	9,877	+5.3%	Shares	Sole	2024-05-16
2023-12-31	$562,083	9,379	-5.0%	Shares	Sole	2024-03-15
2023-09-30	$483,479	9,877	-15.2%	Shares	Sole	2023-12-01
2023-06-30	$507,517	11,651	-12.9%	Shares	Sole	2023-07-27
2023-03-31	$586,897	13,372	-1.4%	Shares	Sole	2023-05-17
2022-12-31	$584,737	13,567	+14.4%	Shares	Sole	2023-03-15
2022-09-30	$462,067	11,857	+0.4%	Shares	Other	2022-11-22
2022-06-30	$439,922	11,810	+8.3%	Shares	Other	2022-08-12
2022-03-31	$445,401	10,906	-63.7%	Shares	Other	2022-05-02
2021-12-31	$1,226,941	30,050	+3.2%	Shares	Other	2022-01-28
2021-09-30	$1,086,870	29,123	+3.2%	Shares	Other	2021-11-16
2021-06-30	$1,064,271	28,230	+0.7%	Shares	Other	2021-08-10
2021-03-31	$892,538	28,032	+49.1%	Shares	Other	2021-05-13
2020-12-31	$540,977	18,797	+6.6%	Shares	Other	2021-02-04
2020-09-30	$430,117	17,635	+7.4%	Shares	Other	2020-11-09
2020-06-30	$375,028	16,427	+6.9%	Shares	Other	2020-07-31
2020-03-31	$240,339	15,367	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.