Position in SUN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,092,340
+$206,035 QoQ
Shares Held
16,813
-0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Focus Partners Wealth holds $194,988,790 across 8 Oil & Gas Refining & Marketing names. SUN ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
538,005 | $98,013,750 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
222,521 | $54,980,488 | |
| 3 | MPC |
Marathon Petroleum Corp
|
95,785 | $23,388,781 | |
| 4 | DINO |
HF Sinclair Corp
|
262,542 | $16,379,995 | |
| 5 | SUN |
Sunoco LP
This page
|
16,813 | $1,092,340 | |
| 6 | PBF |
PBF Energy Inc.
|
12,244 | $583,059 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
41,893 | $316,292 | |
| 8 | PARR |
Par Pacific Holdings, Inc.
|
3,737 | $234,085 |
All Filings in SUN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,092,340 | 16,813 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $886,305 | 16,911 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||