Cresset Asset Management, LLC

Position in SUN — Sunoco LP

CIK 1761013 Chicago, IL

Position in SUN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,062,685

+$1,620,100 QoQ

Shares Held

47,140

+71.3% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Energy · as of Mar 31, 2026

Cresset Asset Management, LLC holds $22,048,574 across 5 Oil & Gas Refining & Marketing names. SUN ranks #4 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	46,939	$11,597,688
2	PSX	Phillips 66	17,654	$3,216,205
3	MPC	Marathon Petroleum Corp	12,691	$3,098,888
4	SUN	Sunoco LP This page	47,140	$3,062,685
5	DINO	HF Sinclair Corp	17,200	$1,073,108

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,062,685	47,140	+71.3%	Shares	Sole	2026-05-15
2025-12-31	$1,442,585	27,525	+39.0%	Shares	Sole	2026-02-17
2025-09-30	$990,648	19,809	+25.1%	Shares	Sole	2026-01-22
2025-06-30	$848,865	15,840	+285.5%	Shares	Sole	2026-01-22
2025-03-31	$238,568	4,109	-63.0%	Shares	Sole	2025-05-13
2024-12-31	$570,829	11,097	+58.8%	Shares	Sole	2025-02-14
2024-09-30	$375,115	6,988	0.0%	Shares	Sole	2024-11-14
2024-06-30	$395,101	6,988	0.0%	Shares	Sole	2024-08-14
2024-03-31	$421,306	6,988	0.0%	Shares	Sole	2024-05-15
2023-12-31	$418,790	6,988	0.0%	Shares	Sole	2024-02-14
2023-09-30	$342,062	6,988	0.0%	Shares	Sole	2023-11-14
2023-06-30	$304,397	6,988	0.0%	Shares	Sole	2023-08-14
2023-03-31	$306,703	6,988	-51.1%	Shares	Sole	2023-05-12
2022-09-30	$556,686	14,285	0.0%	Shares	Sole	2022-11-14
2022-06-30	$532,116	14,285	+95.8%	Shares	Sole	2022-08-15
2022-03-31	$298,009	7,297	0.0%	Shares	Sole	2022-05-16
2021-12-31	$297,936	7,297	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.