Position in SUN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$197,707
+$21,834 QoQ
Shares Held
2,929
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#231
of 299 holders
Holding Since
Dec 2020
17 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, 2026Steward Partners Investment Advisory, LLC holds $92,679,150 across 8 Oil & Gas Refining & Marketing names. SUN ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
197,998 | $50,622,148 | |
| 2 | PSX |
Phillips 66
|
171,711 | $29,027,744 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
38,395 | $9,999,593 | |
| 4 | DK |
Delek US Holdings, Inc.
|
44,715 | $2,271,969 | |
| 5 | DINO |
HF Sinclair Corp
|
7,451 | $518,962 | |
| 6 | SUN |
Sunoco LP
This page
|
2,929 | $197,707 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
5,660 | $40,808 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
107 | $219 |
All Filings in SUN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,707 | 2,929 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $175,873 | 2,707 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $142,188 | 2,713 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $52,910 | 1,058 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $56,698 | 1,058 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $61,427 | 1,058 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $64,042 | 1,245 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $57,061 | 1,063 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $56,766 | 1,004 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,717 | 128 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,979 | 300 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $29,565 | 604 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,136 | 600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,334 | 600 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $5,103 | 137 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,595 | 137 | Shares | Sole | 2022-05-02 | |
| 2020-12-31 | $143 | 5 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||