Position in SUN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,113,087
+$1,547,589 QoQ
Shares Held
31,305
+259.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#64
of 300 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026NewEdge Advisors, LLC holds $182,328,908 across 13 Oil & Gas Refining & Marketing names. SUN ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
823,275 | $139,174,638 | |
| 2 | MPC |
Marathon Petroleum Corp
|
85,748 | $21,923,191 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
67,092 | $17,473,440 | |
| 4 | SUN |
Sunoco LP
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|
31,305 | $2,113,087 | |
| 5 | DINO |
HF Sinclair Corp
|
10,147 | $706,738 | |
| 6 | CVI |
Cvr Energy Inc
|
13,890 | $382,530 | |
| 7 | DK |
Delek US Holdings, Inc.
|
6,463 | $328,385 | |
| 8 | SGU |
Star Group, L.P.
|
11,436 | $146,838 |
All Filings in SUN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,113,087 | 31,305 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||