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Equibles

CAPTRUST FINANCIAL ADVISORS

Position in SUN — Sunoco LP

CIK 1512024 RALEIGH, NC
Back to SUN Full portfolio

Position in SUN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,060,720
+$178,651 QoQ
Shares Held
45,344
+2.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 300 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority Sole 55% Shared 0% None 45%

Common Shares in SUN Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $98,710,611 across 10 Oil & Gas Refining & Marketing names. SUN ranks #5 (3.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VLO
Valero Energy Corp/Tx
 134,960 $35,148,982
2 MPC
Marathon Petroleum Corp
 105,889 $27,072,640
3 PSX
Phillips 66
 150,014 $25,359,866
4 DINO
HF Sinclair Corp
 75,067 $5,228,416
5 SUN
Sunoco LP
This page 		45,344 $3,060,720
6 PBF
PBF Energy Inc.
 34,945 $1,590,696
7 WKC
World Kinect Corp
 20,670 $680,869
8 PARR
Par Pacific Holdings, Inc.
 5,433 $304,682

All Filings in SUN

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,060,720 45,344
2026-03-31 $2,882,069 44,360
2025-12-31 $2,112,594 40,309
2025-09-30 $2,054,510 41,082
2025-06-30 $2,239,472 41,789
2025-03-31 $2,452,338 42,238
2024-12-31 $3,182,901 61,876
2024-09-30 $4,043,446 75,325
2024-06-30 $10,688,773 189,048
2022-06-30 $87,165 2,340
2022-03-31 $104,101 2,549
2021-12-31 $64,919 1,590
2021-06-30 $9,425 250
2021-03-31 $7,960 250
2020-12-31 $7,195 250
2020-09-30 $12,195 500
2020-06-30 $9,702 425