Patriot Financial Group Insurance Agency, LLC
InsurancePosition in SUN — Sunoco LP
CIK 1694883
Westborough, MA
Position in SUN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$389,542
-$354,884 QoQ
Shares Held
5,771
-49.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#165
of 300 holders
Holding Since
Mar 2020
26 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, 2026Patriot Financial Group Insurance Agency, LLC holds $1,541,207 across 2 Oil & Gas Refining & Marketing names. SUN ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
4,422 | $1,151,665 | |
| 2 | SUN |
Sunoco LP
This page
|
5,771 | $389,542 |
All Filings in SUN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,542 | 5,771 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $744,426 | 11,458 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $297,898 | 5,684 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $281,806 | 5,635 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $260,233 | 4,856 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $290,009 | 4,995 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $274,278 | 5,332 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $283,859 | 5,288 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $329,797 | 5,833 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $357,579 | 5,931 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $346,215 | 5,777 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $289,930 | 5,923 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $300,389 | 6,896 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $301,963 | 6,880 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $303,510 | 7,042 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $271,581 | 6,969 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $256,801 | 6,894 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $301,685 | 7,387 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $306,755 | 7,513 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $299,493 | 8,025 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $298,961 | 7,930 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $249,434 | 7,834 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $168,478 | 5,854 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $60,096 | 2,464 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $55,294 | 2,422 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $38,099 | 2,436 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||