Roundview Capital LLC

Position in SUN — Sunoco LP

CIK 1476804 PRINCETON, NJ

Position in SUN

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

Position Value

$237,127

New position

Shares Held

3,513

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#217

of 299 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Roundview Capital LLC holds $5,122,524 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	15,545	$4,048,539
2	PSX	Phillips 66	3,075	$519,828
3	MPC	Marathon Petroleum Corp	1,240	$317,030
4	SUN	Sunoco LP This page	3,513	$237,127

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,127	3,513	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.