Position in SUN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,360,619
+$355,308 QoQ
Shares Held
36,334
-5.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Creative Planning holds $153,589,330 across 12 Oil & Gas Refining & Marketing names. SUN ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
307,033 | $55,935,271 | |
| 2 | MPC |
Marathon Petroleum Corp
|
179,910 | $43,930,423 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
119,745 | $29,586,594 | |
| 4 | DINO |
HF Sinclair Corp
|
112,504 | $7,019,124 | |
| 5 | PBF |
PBF Energy Inc.
|
118,718 | $5,653,351 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
68,960 | $4,319,654 | |
| 7 | SUN |
Sunoco LP
This page
|
36,334 | $2,360,619 | |
| 8 | DK |
Delek US Holdings, Inc.
|
46,619 | $2,101,118 |
All Filings in SUN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,360,619 | 36,334 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,005,311 | 38,262 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,867,723 | 37,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,963,591 | 36,641 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,125,054 | 36,601 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,338,365 | 26,018 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,645,291 | 30,650 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,471,057 | 26,018 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,664,787 | 27,613 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,178,343 | 19,662 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $880,023 | 17,978 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $957,840 | 21,989 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $521,895 | 11,891 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $946,863 | 21,969 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $728,739 | 18,700 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $495,425 | 13,300 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $539,088 | 13,200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $485,877 | 11,900 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $459,036 | 12,300 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $448,630 | 11,900 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $542,489 | 17,038 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $488,396 | 16,970 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $382,435 | 15,680 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $297,315 | 13,023 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $206,698 | 13,216 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||