Position in SUN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$287,482
+$10,970 QoQ
Shares Held
4,259
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#189
of 300 holders
Holding Since
Mar 2020
13 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, 2026Quadrant Private Wealth Management, LLC holds $3,949,923 across 2 Oil & Gas Refining & Marketing names. SUN ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAPL |
CrossAmerica Partners LP
|
163,356 | $3,662,441 | |
| 2 | SUN |
Sunoco LP
This page
|
4,259 | $287,482 |
All Filings in SUN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,482 | 4,259 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $276,512 | 4,256 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $222,899 | 4,253 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $212,492 | 4,249 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $216,503 | 4,040 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $234,562 | 4,040 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $207,817 | 4,040 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $216,867 | 4,040 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $228,421 | 4,040 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $243,571 | 4,040 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $242,117 | 4,040 | Shares | Sole | 2024-02-14 | |
| 2020-06-30 | $426,464 | 18,680 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $292,155 | 18,680 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||