Position in SUN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$380,700
-$63,694 QoQ
Shares Held
5,640
-17.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#169
of 300 holders
Holding Since
Mar 2020
25 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, 2026Independent Advisor Alliance holds $13,153,427 across 6 Oil & Gas Refining & Marketing names. SUN ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
34,704 | $5,866,710 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
13,911 | $3,622,979 | |
| 3 | MPC |
Marathon Petroleum Corp
|
8,985 | $2,297,194 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
15,452 | $866,548 | |
| 5 | SUN |
Sunoco LP
This page
|
5,640 | $380,700 | |
| 6 | IEP |
Icahn Enterprises L.P.
|
16,546 | $119,296 |
All Filings in SUN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,700 | 5,640 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $444,394 | 6,840 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $358,431 | 6,839 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $375,275 | 7,504 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $495,921 | 9,254 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $473,072 | 8,148 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $385,902 | 7,502 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $439,156 | 8,181 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $550,077 | 9,729 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $378,138 | 6,272 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $373,483 | 6,232 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $321,454 | 6,567 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $293,115 | 6,729 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $295,291 | 6,728 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $292,119 | 7,496 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $390,938 | 10,495 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $407,501 | 9,978 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $439,412 | 10,762 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $393,576 | 10,546 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $420,505 | 11,154 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $353,169 | 11,092 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $327,228 | 11,370 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $311,752 | 12,782 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $291,744 | 12,779 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $183,441 | 11,729 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||