Baird Financial Group, Inc.

Position in SUN — Sunoco LP

CIK 1648711 MILWAUKEE, WI

Position in SUN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,015,402

+$36,435 QoQ

Shares Held

15,043

-0.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#99

of 300 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Baird Financial Group, Inc. holds $76,978,849 across 5 Oil & Gas Refining & Marketing names. SUN ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	113,973	$29,683,127
2	PSX	Phillips 66	117,597	$19,879,772
3	MPC	Marathon Petroleum Corp	75,224	$19,232,519
4	DINO	HF Sinclair Corp	102,915	$7,168,029
5	SUN	Sunoco LP This page	15,043	$1,015,402

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,015,402	15,043	-0.2%	Shares	Defined	2026-08-12
2026-03-31	$978,967	15,068	-4.9%	Shares	Defined	2026-05-14
2025-12-31	$830,593	15,848	-0.1%	Shares	Defined	2026-02-13
2025-09-30	$793,458	15,866	-2.5%	Shares	Defined	2025-11-13
2025-06-30	$871,694	16,266	-2.1%	Shares	Defined	2025-08-13
2025-03-31	$965,073	16,622	+2.0%	Shares	Defined	2025-05-15
2024-12-31	$838,574	16,302	-9.4%	Shares	Defined	2025-02-14
2024-09-30	$965,488	17,986	-2.9%	Shares	Defined	2024-11-14
2024-06-30	$1,047,007	18,518	-20.2%	Shares	Defined	2024-08-14
2024-03-31	$1,399,391	23,211	-12.8%	Shares	Defined	2024-05-14
2023-12-31	$1,595,636	26,625	-3.0%	Shares	Defined	2024-02-14
2023-09-30	$1,342,992	27,436	+0.6%	Shares	Defined	2023-11-13
2023-06-30	$1,187,924	27,271	+3.3%	Shares	Defined	2023-08-11
2023-03-31	$1,158,739	26,401	-1.3%	Shares	Defined	2023-05-15
2022-12-31	$1,153,140	26,755	-4.3%	Shares	Defined	2023-02-13
2022-09-30	$1,089,912	27,968	0.0%	Shares	Defined	2022-11-15
2022-06-30	$1,041,807	27,968	-4.7%	Shares	Defined	2022-08-08
2022-03-31	$1,198,163	29,338	-27.7%	Shares	Defined	2022-05-13
2021-12-31	$1,657,493	40,595	+35.7%	Shares	Defined	2022-02-09
2021-09-30	$1,116,203	29,909	—	Shares	Defined	2021-11-12
No filing history on record for this holder in this stock.