Position in SUN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$639,225
+$28,053 QoQ
Shares Held
9,470
+0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#123
of 300 holders
Holding Since
Mar 2020
22 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, 2026Stratos Wealth Partners, LTD. holds $16,303,288 across 6 Oil & Gas Refining & Marketing names. SUN ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
27,392 | $7,133,972 | |
| 2 | MPC |
Marathon Petroleum Corp
|
16,686 | $4,266,109 | |
| 3 | PSX |
Phillips 66
|
17,499 | $2,958,205 | |
| 4 | DINO |
HF Sinclair Corp
|
11,378 | $792,477 | |
| 5 | SUN |
Sunoco LP
This page
|
9,470 | $639,225 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
9,153 | $513,300 |
All Filings in SUN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,225 | 9,470 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $611,172 | 9,407 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $481,333 | 9,184 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $467,943 | 9,357 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $512,266 | 9,559 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $559,698 | 9,640 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $461,519 | 8,972 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $534,867 | 9,964 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $446,157 | 7,891 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $401,893 | 6,666 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $395,777 | 6,604 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $316,804 | 6,472 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $281,049 | 6,452 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $214,051 | 4,877 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $263,513 | 6,114 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $224,506 | 5,761 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $260,750 | 7,000 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $269,952 | 6,610 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $270,294 | 6,620 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $231,757 | 6,210 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $222,769 | 5,909 | Shares | Sole | 2021-07-19 | |
| 2020-03-31 | $157,072 | 10,043 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||