Position in SUN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,284,525
+$371,697 QoQ
Shares Held
19,030
+35.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 81 holders
Holding Since
Mar 2024
10 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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $116,123,257 across 11 Oil & Gas Refining & Marketing names. SUN ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
177,480 | $46,222,891 | |
| 2 | PSX |
Phillips 66
|
165,333 | $27,949,543 | |
| 3 | MPC |
Marathon Petroleum Corp
|
90,850 | $23,227,619 | |
| 4 | DINO |
HF Sinclair Corp
|
141,221 | $9,836,042 | |
| 5 | PBF |
PBF Energy Inc.
|
90,689 | $4,128,163 | |
| 6 | WKC |
World Kinect Corp
|
45,838 | $1,509,903 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
23,472 | $1,316,309 | |
| 8 | SUN |
Sunoco LP
This page
|
19,030 | $1,284,525 |
All Filings in SUN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,284,525 | 19,030 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $912,828 | 14,050 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,088,066 | 39,841 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,048,809 | 40,968 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,202,602 | 41,101 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $305,511 | 5,262 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $256,325 | 4,983 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $235,708 | 4,391 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $220,619 | 3,902 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $201,248 | 3,338 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||