IHT Wealth Management, LLC

Position in SUN — Sunoco LP

CIK 1697490 Chicago, IL

Position in SUN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,368,292

+$642,123 QoQ

Shares Held

20,271

+81.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#85

of 299 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

IHT Wealth Management, LLC holds $8,240,207 across 5 Oil & Gas Refining & Marketing names. SUN ranks #4 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	16,201	$2,738,779
2	MPC	Marathon Petroleum Corp	8,776	$2,243,759
3	VLO	Valero Energy Corp/Tx	6,383	$1,662,388
4	SUN	Sunoco LP This page	20,271	$1,368,292
5	DINO	HF Sinclair Corp	3,259	$226,989

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,368,292	20,271	+81.4%	Shares	Sole	2026-08-14
2026-03-31	$726,169	11,177	+5.4%	Shares	Sole	2026-05-15
2025-12-31	$555,650	10,602	+0.5%	Shares	Sole	2026-02-17
2025-09-30	$527,705	10,552	+2.4%	Shares	Sole	2025-11-14
2025-06-30	$552,084	10,302	+2.1%	Shares	Sole	2025-08-14
2025-03-31	$585,825	10,090	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$518,258	10,075	+4.7%	Shares	Sole	2025-02-14
2024-09-30	$516,777	9,627	+2.6%	Shares	Sole	2024-11-14
2024-06-30	$530,458	9,382	+3.9%	Shares	Sole	2024-08-14
2024-03-31	$544,418	9,030	+2.1%	Shares	Sole	2024-05-15
2023-12-31	$529,781	8,840	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$433,158	8,849	+4.1%	Shares	Sole	2023-11-14
2023-06-30	$370,172	8,498	-0.9%	Shares	Sole	2023-08-15
2023-03-31	$376,268	8,573	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.