Regal Investment Advisors LLC

Position in SUN — Sunoco LP

CIK 1559789 KENTWOOD, MI

Position in SUN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$311,242

-$5,226 QoQ

Shares Held

4,611

-5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#181

of 300 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 14% None 86%

Energy · as of Jun 30, 2026

Regal Investment Advisors LLC holds $2,870,481 across 4 Oil & Gas Refining & Marketing names. SUN ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	4,763	$1,217,756
2	PSX	Phillips 66	6,307	$1,066,198
3	SUN	Sunoco LP This page	4,611	$311,242
4	VLO	Valero Energy Corp/Tx	1,057	$275,285

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,242	4,611	-5.3%	Shares	Sole	2026-08-14
2026-03-31	$316,468	4,871	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.