Position in SUN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$298,350
+$9,949 QoQ
Shares Held
4,420
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#185
of 300 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Mutual Advisors, LLC holds $11,308,335 across 7 Oil & Gas Refining & Marketing names. SUN ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
17,281 | $2,921,353 | |
| 2 | MPC |
Marathon Petroleum Corp
|
9,141 | $2,337,079 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
8,521 | $2,219,209 | |
| 4 | PBF |
PBF Energy Inc.
|
37,971 | $1,728,439 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
24,875 | $1,394,990 | |
| 6 | DINO |
HF Sinclair Corp
|
5,871 | $408,915 | |
| 7 | SUN |
Sunoco LP
This page
|
4,420 | $298,350 |
All Filings in SUN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,350 | 4,420 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $288,401 | 4,439 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $232,647 | 4,439 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $231,146 | 4,622 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $247,692 | 4,622 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $268,295 | 4,621 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $237,704 | 4,621 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $248,055 | 4,621 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $261,271 | 4,621 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $263,587 | 4,372 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $314,093 | 5,241 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $260,120 | 5,314 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $248,987 | 5,673 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $255,108 | 5,919 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $229,884 | 5,899 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $218,955 | 5,878 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $239,853 | 5,873 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $239,590 | 5,868 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $218,247 | 5,848 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $209,612 | 5,560 | Shares | Sole | 2021-08-12 | |
| 2020-06-30 | $465,229 | 20,378 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $318,180 | 20,344 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||