Institute for Wealth Management, LLC.

Position in SUN — Sunoco LP

CIK 1533954 DENVER, CO

Position in SUN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$67

New position

Shares Held

1

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#300

of 300 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $5,221,053 across 5 Oil & Gas Refining & Marketing names. SUN ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	11,455	$2,928,699
2	VLO	Valero Energy Corp/Tx	4,417	$1,150,363
3	PSX	Phillips 66	6,553	$1,107,784
4	PBF	PBF Energy Inc.	750	$34,140
5	SUN	Sunoco LP This page	1	$67

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67	1	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.