Position in SUN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$261,427
-$63,229 QoQ
Shares Held
3,873
-36.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 104 holders
Holding Since
Jun 2024
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, 2026Atria Investments, Inc holds $18,157,660 across 8 Oil & Gas Refining & Marketing names. SUN ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
24,528 | $6,271,073 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
21,792 | $5,675,508 | |
| 3 | PSX |
Phillips 66
|
19,061 | $3,222,262 | |
| 4 | DINO |
HF Sinclair Corp
|
15,233 | $1,060,978 | |
| 5 | WKC |
World Kinect Corp
|
29,121 | $959,245 | |
| 6 | PBF |
PBF Energy Inc.
|
8,093 | $368,393 | |
| 7 | UGP |
Ultrapar Holdings Inc
|
67,485 | $338,774 | |
| 8 | SUN |
Sunoco LP
This page
|
3,873 | $261,427 |
All Filings in SUN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,427 | 3,873 | Shares | Sole | 2026-07-28 | |
| 2024-09-30 | $324,656 | 6,048 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $354,110 | 6,263 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||