Skip to main content
Equibles

Allworth Financial LP

Position in SUN — Sunoco LP

CIK 1555170 FOLSOM, CA
Back to SUN Full portfolio

Position in SUN

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$328,792
-$5,283 QoQ
Shares Held
4,871
-5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#176
of 300 holders
Holding Since
Sep 2022
16 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, 2026

Allworth Financial LP holds $14,952,154 across 16 Oil & Gas Refining & Marketing names. SUN ranks #6 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MPC
Marathon Petroleum Corp
 17,795 $4,549,647
2 VLO
Valero Energy Corp/Tx
 16,993 $4,425,656
3 PSX
Phillips 66
 23,029 $3,893,052
4 PARR
Par Pacific Holdings, Inc.
 12,975 $727,638
5 DINO
HF Sinclair Corp
 5,154 $358,976
6 SUN
Sunoco LP
This page 		4,871 $328,792
7 PBF
PBF Energy Inc.
 6,888 $313,541
8 WKC
World Kinect Corp
 5,075 $167,170

All Filings in SUN

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $328,792 4,871
2026-03-31 $334,075 5,142
2025-12-31 $269,387 5,140
2025-09-30 $269,653 5,392
2025-06-30 $280,543 5,235
2025-03-31 $53,705 925
2024-12-31 $88,631 1,723
2024-09-30 $48,526 904
2024-06-30 $55,522 982
2024-03-31 $42,203 700
2023-12-31 $41,951 700
2023-09-30 $9,790 200
2023-06-30 $8,712 200
2023-03-31 $8,778 200
2022-12-31 $8,620 200
2022-09-30 $7,794 200