Position in SUN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$565,498
+$165,715 QoQ
Shares Held
8,704
+14.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 18.38235294117647.ToString("F0")%
Shared 0.ToString("F0")%
None 81.61764705882352.ToString("F0")%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026NewEdge Advisors, LLC holds $181,541,216 across 13 Oil & Gas Refining & Marketing names. SUN ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
824,364 | $150,182,633 | |
| 2 | MPC |
Marathon Petroleum Corp
|
60,998 | $14,894,491 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
59,298 | $14,651,349 | |
| 4 | SUN |
Sunoco LP
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|
8,704 | $565,498 | |
| 5 | CVI |
Cvr Energy Inc
|
13,554 | $456,092 | |
| 6 | DINO |
HF Sinclair Corp
|
6,402 | $399,420 | |
| 7 | DK |
Delek US Holdings, Inc.
|
6,431 | $289,845 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
2,100 | $43,638 |
All Filings in SUN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565,498 | 8,704 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $399,783 | 7,628 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $354,070 | 7,080 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $379,845 | 7,088 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $126,164 | 2,173 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $111,624 | 2,170 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $116,324 | 2,167 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $397,193 | 7,025 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $393,995 | 6,535 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $387,866 | 6,472 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $313,328 | 6,401 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $275,909 | 6,334 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $274,356 | 6,251 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $400,140 | 9,284 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $275,673 | 7,074 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $257,248 | 6,906 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $283,237 | 6,937 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||