Position in SUN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$334,075
+$64,688 QoQ
Shares Held
5,142
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Allworth Financial LP holds $25,429,430 across 16 Oil & Gas Refining & Marketing names. SUN ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
61,865 | $11,270,565 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
27,164 | $6,711,681 | |
| 3 | MPC |
Marathon Petroleum Corp
|
22,156 | $5,410,052 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
17,052 | $1,068,137 | |
| 5 | SUN |
Sunoco LP
This page
|
5,142 | $334,075 | |
| 6 | DINO |
HF Sinclair Corp
|
4,812 | $300,220 | |
| 7 | PBF |
PBF Energy Inc.
|
2,588 | $123,240 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
10,206 | $77,055 |
All Filings in SUN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $334,075 | 5,142 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $269,387 | 5,140 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $269,653 | 5,392 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $280,543 | 5,235 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $53,705 | 925 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $88,631 | 1,723 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $48,526 | 904 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $55,522 | 982 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $42,203 | 700 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $41,951 | 700 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $9,790 | 200 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $8,712 | 200 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,778 | 200 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $8,620 | 200 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $7,794 | 200 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||