Global Retirement Partners, LLC

Pension

Position in SUN — Sunoco LP

CIK 1749744 San Rafael, CA

Position in SUN

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$237,195

+$147,574 QoQ

Shares Held

3,514

+105.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#217

of 300 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Global Retirement Partners, LLC holds $8,923,438 across 13 Oil & Gas Refining & Marketing names. SUN ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	12,769	$3,264,650
2	VLO	Valero Energy Corp/Tx	10,780	$2,807,543
3	PSX	Phillips 66	12,029	$2,033,502
4	DINO	HF Sinclair Corp	5,125	$356,956
5	SUN	Sunoco LP This page	3,514	$237,195
6	PBF	PBF Energy Inc.	2,259	$102,829
7	IEP	Icahn Enterprises L.P.	8,353	$60,225
8	UGP	Ultrapar Holdings Inc	4,573	$22,956

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,195	3,514	+105.5%	Shares	Sole	2026-08-06
2025-12-31	$89,621	1,710	+4.7%	Shares	Sole	2026-02-06
2025-09-30	$81,666	1,633	0.0%	Shares	Sole	2025-10-21
2025-06-30	$87,512	1,633	0.0%	Shares	Sole	2025-08-12
2024-12-31	$84,001	1,633	+93.3%	Shares	Sole	2025-01-31
2024-09-30	$45,359	845	0.0%	Shares	Sole	2024-10-16
2024-06-30	$47,776	845	+280.6%	Shares	Sole	2024-07-23
2022-12-31	$9,568	222	+161.2%	Shares	Sole	2023-02-13
2021-09-30	$3,172	85	0.0%	Shares	Sole	2021-10-22
2021-06-30	$3,204	85	0.0%	Shares	Sole	2021-07-15
2021-03-31	$2,706	85	0.0%	Shares	Sole	2021-04-14
2020-12-31	$2,446	85	0.0%	Shares	Sole	2021-01-13
2020-09-30	$2,073	85	0.0%	Shares	Sole	2020-10-09
2020-06-30	$1,940	85	0.0%	Shares	Sole	2020-07-13
2020-03-31	$1,329	85	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.