Position in SUN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$247,725
-$774,181 QoQ
Shares Held
3,670
-80.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#209
of 300 holders
Holding Since
Jun 2021
11 quarters on record
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $34,067,578 across 7 Oil & Gas Refining & Marketing names. SUN ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
116,104 | $19,627,381 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
24,614 | $6,410,470 | |
| 3 | MPC |
Marathon Petroleum Corp
|
22,804 | $5,830,298 | |
| 4 | DINO |
HF Sinclair Corp
|
20,785 | $1,447,675 | |
| 5 | DKL |
Delek Logistics Partners, LP
|
9,139 | $471,024 | |
| 6 | SUN |
Sunoco LP
This page
|
3,670 | $247,725 | |
| 7 | CLNE |
Clean Energy Fuels Corp.
|
16,100 | $33,005 |
All Filings in SUN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,725 | 3,670 | Shares | Sole | 2026-07-28 | |
| 2024-09-30 | $1,021,906 | 19,037 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,069,906 | 18,923 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,075,392 | 17,837 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,035,290 | 17,275 | Shares | Sole | 2024-02-05 | |
| 2023-03-31 | $769,611 | 17,535 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $732,051 | 18,785 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $699,741 | 18,785 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $783,515 | 19,185 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $303,598 | 8,135 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $276,529 | 7,335 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||