Position in SUN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$393,322
+$14,742 QoQ
Shares Held
5,827
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#163
of 300 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Diversified Trust Co holds $13,108,476 across 7 Oil & Gas Refining & Marketing names. SUN ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
15,992 | $4,088,674 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
15,519 | $4,041,768 | |
| 3 | PSX |
Phillips 66
|
18,408 | $3,111,872 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
18,391 | $1,031,367 | |
| 5 | DINO |
HF Sinclair Corp
|
5,656 | $393,940 | |
| 6 | SUN |
Sunoco LP
This page
|
5,827 | $393,322 | |
| 7 | CLNE |
Clean Energy Fuels Corp.
|
23,187 | $47,533 |
All Filings in SUN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,322 | 5,827 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $378,580 | 5,827 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $296,588 | 5,659 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||