Position in SUN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$37,451,760
+$6,627,920 QoQ
Shares Held
576,447
-2.0% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $368,065,088 across 8 Oil & Gas Refining & Marketing names. SUN ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
1,424,106 | $259,443,630 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
177,984 | $43,976,286 | |
| 3 | SUN |
Sunoco LP
This page
|
576,447 | $37,451,760 | |
| 4 | MPC |
Marathon Petroleum Corp
|
86,418 | $21,101,546 | |
| 5 | DINO |
HF Sinclair Corp
|
85,602 | $5,340,707 | |
| 6 | PBF |
PBF Energy Inc.
|
10,567 | $503,200 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
3,468 | $217,235 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
12,389 | $30,724 |
All Filings in SUN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,451,760 | 576,447 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $30,823,840 | 588,129 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $35,672,282 | 713,303 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $35,919,715 | 670,269 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $37,420,365 | 644,512 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $25,611,512 | 497,891 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,351,625 | 304,613 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,770,239 | 314,295 | Shares | Defined | 2024-11-14 | |
| 2021-09-30 | $746,400 | 20,000 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $754,000 | 20,000 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,273,600 | 40,000 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||