Johnson Financial Group, Inc.

Position in SUN — Sunoco LP

CIK 1477024 RACINE, WI

Position in SUN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$81,000

+$3,036 QoQ

Shares Held

1,200

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#243

of 299 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Johnson Financial Group, Inc. holds $2,926,072 across 5 Oil & Gas Refining & Marketing names. SUN ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	9,760	$2,541,894
2	MPC	Marathon Petroleum Corp	550	$140,618
3	DINO	HF Sinclair Corp	1,300	$90,545
4	SUN	Sunoco LP This page	1,200	$81,000
5	PSX	Phillips 66	426	$72,015

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,000	1,200	0.0%	Shares	Defined	2026-08-10
2026-03-31	$77,964	1,200	0.0%	Shares	Defined	2026-05-07
2025-12-31	$62,892	1,200	0.0%	Shares	Defined	2026-02-12
2025-09-30	$60,012	1,200	0.0%	Shares	Defined	2025-11-13
2025-06-30	$64,308	1,200	0.0%	Shares	Defined	2025-08-13
2025-03-31	$69,672	1,200	0.0%	Shares	Defined	2025-05-15
2024-12-31	$61,728	1,200	0.0%	Shares	Defined	2025-02-14
2024-09-30	$64,416	1,200	0.0%	Shares	Defined	2024-11-13
2024-06-30	$67,848	1,200	0.0%	Shares	Defined	2024-08-14
2024-03-31	$72,348	1,200	0.0%	Shares	Defined	2024-05-14
2023-12-31	$71,916	1,200	0.0%	Shares	Defined	2024-02-09
2023-09-30	$58,740	1,200	0.0%	Shares	Defined	2023-11-14
2023-06-30	$52,272	1,200	0.0%	Shares	Defined	2023-08-14
2023-03-31	$52,668	1,200	—	Shares	Defined	2023-05-12
No filing history on record for this holder in this stock.