Position in SUN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,486,620
+$394,280 QoQ
Shares Held
22,024
+31.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 300 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Focus Partners Wealth holds $183,742,155 across 8 Oil & Gas Refining & Marketing names. SUN ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
566,960 | $95,844,588 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
226,463 | $58,980,023 | |
| 3 | MPC |
Marathon Petroleum Corp
|
83,837 | $21,434,605 | |
| 4 | DINO |
HF Sinclair Corp
|
53,170 | $3,703,290 | |
| 5 | SUN |
Sunoco LP
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|
22,024 | $1,486,620 | |
| 6 | PBF |
PBF Energy Inc.
|
31,831 | $1,448,947 | |
| 7 | WKC |
World Kinect Corp
|
15,681 | $516,532 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
45,430 | $327,550 |
All Filings in SUN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,486,620 | 22,024 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||