Position in SUN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,579,808
+$2,004,922 QoQ
Shares Held
132,058
+5.3% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Waverly Advisors, LLC holds $25,955,095 across 6 Oil & Gas Refining & Marketing names. SUN ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUN |
Sunoco LP
This page
|
132,058 | $8,579,808 | |
| 2 | PSX |
Phillips 66
|
34,340 | $6,256,061 | |
| 3 | MPC |
Marathon Petroleum Corp
|
25,154 | $6,142,103 | |
| 4 | VLO |
Valero Energy Corp/Tx
|
16,899 | $4,175,404 | |
| 5 | DINO |
HF Sinclair Corp
|
9,558 | $596,323 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
3,279 | $205,396 |
All Filings in SUN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,579,808 | 132,058 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,574,886 | 125,451 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,783,506 | 75,655 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,163,996 | 77,701 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,329,998 | 74,578 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||