Position in SUN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,999,579
+$8,745,981 QoQ
Shares Held
138,519
+1934.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
2 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 Mar 31, 2026Beacon Pointe Advisors, LLC holds $44,335,620 across 6 Oil & Gas Refining & Marketing names. SUN ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
93,550 | $23,114,334 | |
| 2 | SUN |
Sunoco LP
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|
138,519 | $8,999,579 | |
| 3 | PSX |
Phillips 66
|
45,516 | $8,292,104 | |
| 4 | MPC |
Marathon Petroleum Corp
|
14,912 | $3,641,212 | |
| 5 | DINO |
HF Sinclair Corp
|
3,262 | $203,516 | |
| 6 | CLNE |
Clean Energy Fuels Corp.
|
34,224 | $84,875 |
All Filings in SUN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,999,579 | 138,519 | Shares | Sole | 2026-05-15 | |
| 2022-06-30 | $253,598 | 6,808 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||