Position in SUN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$74,317
-$38,795 QoQ
Shares Held
1,101
-36.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 300 holders
Holding Since
Mar 2020
22 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 Jun 30, 2026IFP Advisors, Inc holds $7,604,286 across 14 Oil & Gas Refining & Marketing names. SUN ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
19,223 | $3,249,648 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
7,601 | $1,979,604 | |
| 3 | MPC |
Marathon Petroleum Corp
|
7,665 | $1,959,710 | |
| 4 | DINO |
HF Sinclair Corp
|
2,615 | $182,134 | |
| 5 | SUN |
Sunoco LP
This page
|
1,101 | $74,317 | |
| 6 | PBF |
PBF Energy Inc.
|
1,451 | $66,049 | |
| 7 | WKC |
World Kinect Corp
|
1,774 | $58,435 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
2,138 | $15,414 |
All Filings in SUN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,317 | 1,101 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $113,112 | 1,741 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $58,908 | 1,124 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $51,960 | 1,039 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $107,930 | 2,014 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $166,341 | 2,865 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $125,822 | 2,446 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $61,785 | 1,151 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $73,219 | 1,295 | Shares | Sole | 2024-07-30 | |
| 2023-03-31 | $14,395 | 328 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $17 | 628 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $29,227 | 750 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $27,937 | 750 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $18,378 | 450 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $13,392 | 328 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $12,240 | 328 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||