Lido Advisors, LLC

Position in SUN — Sunoco LP

CIK 1650150 Los Angeles, CA

Position in SUN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$251,977

-$145,509 QoQ

Shares Held

3,733

-39.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#203

of 300 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Energy · as of Jun 30, 2026

Lido Advisors, LLC holds $48,107,355 across 8 Oil & Gas Refining & Marketing names. SUN ranks #8 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	90,717	$23,626,334
2	MPC	Marathon Petroleum Corp	37,694	$9,637,224
3	PSX	Phillips 66	49,178	$8,313,540
4	DINO	HF Sinclair Corp	68,587	$4,777,084
5	PARR	Par Pacific Holdings, Inc.	11,946	$669,930
6	WKC	World Kinect Corp	17,171	$565,612
7	PBF	PBF Energy Inc.	5,836	$265,654
8	SUN	Sunoco LP This page	3,733	$251,977

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,977	3,733	-39.0%	Shares	Sole	2026-08-07
2026-03-31	$397,486	6,118	+47.3%	Shares	Sole	2026-05-13
2025-03-31	$241,123	4,153	-15.1%	Shares	Sole	2025-05-15
2022-12-31	$210,845	4,892	-36.4%	Shares	Sole	2023-02-14
2022-09-30	$299,679	7,690	0.0%	Shares	Sole	2022-11-14
2022-06-30	$286,452	7,690	0.0%	Shares	Sole	2022-08-15
2022-03-31	$314,059	7,690	0.0%	Shares	Sole	2022-05-17
2021-12-31	$313,982	7,690	0.0%	Shares	Sole	2022-02-15
2021-09-30	$286,990	7,690	0.0%	Shares	Sole	2022-02-15
2021-06-30	$289,913	7,690	0.0%	Shares	Sole	2021-08-12
2021-03-31	$244,849	7,690	0.0%	Shares	Sole	2021-05-13
2020-12-31	$221,318	7,690	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.