EP Wealth Advisors, LLC

Position in SUN — Sunoco LP

CIK 1540569 TORRANCE, CA

Position in SUN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$778,950

+$377,046 QoQ

Shares Held

11,540

+86.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#111

of 300 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $70,553,521 across 6 Oil & Gas Refining & Marketing names. SUN ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	229,679	$59,817,598
2	MPC	Marathon Petroleum Corp	22,038	$5,634,455
3	PSX	Phillips 66	22,857	$3,863,975
4	SUN	Sunoco LP This page	11,540	$778,950
5	PARR	Par Pacific Holdings, Inc.	7,235	$405,738
6	UGP	Ultrapar Holdings Inc	10,519	$52,805

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$778,950	11,540	+86.6%	Shares	Sole	2026-08-12
2026-03-31	$401,904	6,186	-61.1%	Shares	Sole	2026-05-14
2025-12-31	$833,843	15,910	+79.0%	Shares	Sole	2026-02-18
2025-06-30	$476,200	8,886	+3.4%	Shares	Sole	2025-08-14
2025-03-31	$498,735	8,590	+2.2%	Shares	Sole	2025-05-15
2024-12-31	$432,301	8,404	-39.9%	Shares	Sole	2025-02-14
2024-09-30	$750,875	13,988	+68.6%	Shares	Sole	2024-11-15
2024-06-30	$469,055	8,296	+3.7%	Shares	Sole	2024-08-19
2024-03-31	$482,500	8,003	+0.5%	Shares	Sole	2024-05-14
2023-12-31	$477,042	7,960	+44.1%	Shares	Sole	2024-02-28
2023-09-30	$270,448	5,525	-36.2%	Shares	Sole	2023-11-24
2023-06-30	$377,360	8,663	-86.8%	Shares	Sole	2023-08-14
2023-03-31	$2,873,522	65,471	+1122.4%	Shares	Sole	2023-06-05
2022-12-31	$230,843	5,356	-58.1%	Shares	Sole	2023-06-12
2022-09-30	$498,192	12,784	+115.4%	Shares	Sole	2022-12-02
2022-06-30	$221,041	5,934	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.