Caprock Group, LLC

Position in SUN — Sunoco LP

CIK 1610769 BOISE, ID

Position in SUN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$877,567

+$15,026 QoQ

Shares Held

13,001

-2.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#105

of 300 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Caprock Group, LLC holds $13,456,950 across 5 Oil & Gas Refining & Marketing names. SUN ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	19,342	$5,037,430
2	MPC	Marathon Petroleum Corp	16,116	$4,120,377
3	PSX	Phillips 66	17,508	$2,959,727
4	SUN	Sunoco LP This page	13,001	$877,567
5	DINO	HF Sinclair Corp	6,631	$461,849

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$877,567	13,001	-2.1%	Shares	Sole	2026-07-27
2026-03-31	$862,541	13,276	-8.0%	Shares	Sole	2026-05-11
2025-12-31	$756,066	14,426	-33.0%	Shares	Sole	2026-01-28
2025-09-30	$1,076,715	21,530	+77.2%	Shares	Sole	2025-11-06
2025-03-31	$705,545	12,152	+9.8%	Shares	Sole	2025-05-15
2024-12-31	$569,132	11,064	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.