Position in SUN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$86,475
+$74,369 QoQ
Shares Held
1,331
+476.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Sunbelt Securities, Inc. holds $7,839,415 across 9 Oil & Gas Refining & Marketing names. SUN ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
17,700 | $4,373,316 | |
| 2 | MPC |
Marathon Petroleum Corp
|
9,053 | $2,210,561 | |
| 3 | PSX |
Phillips 66
|
5,384 | $980,857 | |
| 4 | PBF |
PBF Energy Inc.
|
3,631 | $172,908 | |
| 5 | SUN |
Sunoco LP
This page
|
1,331 | $86,475 | |
| 6 | DINO |
HF Sinclair Corp
|
81 | $5,053 | |
| 7 | DK |
Delek US Holdings, Inc.
|
100 | $4,507 | |
| 8 | PARR |
Par Pacific Holdings, Inc.
|
54 | $3,382 |
All Filings in SUN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,475 | 1,331 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $12,106 | 231 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $11,552 | 231 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $12,379 | 231 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,411 | 231 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,882 | 231 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $58,028 | 1,081 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $61,119 | 1,081 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $53,115 | 881 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $52,798 | 881 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $43,124 | 881 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $55,800 | 1,281 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $56,223 | 1,281 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||