Position in SUN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$934,605
+$404,450 QoQ
Shares Held
13,846
+69.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#104
of 300 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026IFG Advisory, LLC holds $5,040,131 across 8 Oil & Gas Refining & Marketing names. SUN ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DKL |
Delek Logistics Partners, LP
|
36,364 | $1,874,200 | |
| 2 | SUN |
Sunoco LP
This page
|
13,846 | $934,605 | |
| 3 | MPC |
Marathon Petroleum Corp
|
3,499 | $894,589 | |
| 4 | PSX |
Phillips 66
|
3,222 | $544,679 | |
| 5 | CAPL |
CrossAmerica Partners LP
|
19,230 | $431,136 | |
| 6 | VLO |
Valero Energy Corp/Tx
|
1,330 | $346,385 | |
| 7 | DINO |
HF Sinclair Corp
|
194 | $13,512 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
500 | $1,025 |
All Filings in SUN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,605 | 13,846 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $530,155 | 8,160 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $293,233 | 5,595 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $279,805 | 5,595 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $737,130 | 13,755 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $798,614 | 13,755 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $707,557 | 13,755 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $748,889 | 13,951 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $788,789 | 13,951 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $347,054 | 5,791 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $283,469 | 5,791 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||