Position in SUN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,494,315
+$49,967 QoQ
Shares Held
22,138
-0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#9
of 81 holders
Holding Since
Mar 2021
22 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, 2026Apollon Wealth Management, LLC holds $11,839,745 across 6 Oil & Gas Refining & Marketing names. SUN ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
13,230 | $3,382,514 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
11,890 | $3,096,631 | |
| 3 | PSX |
Phillips 66
|
17,760 | $3,002,328 | |
| 4 | SUN |
Sunoco LP
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|
22,138 | $1,494,315 | |
| 5 | DKL |
Delek Logistics Partners, LP
|
9,641 | $496,897 | |
| 6 | CAPL |
CrossAmerica Partners LP
|
16,372 | $367,060 |
All Filings in SUN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,494,315 | 22,138 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,444,348 | 22,231 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,333,520 | 25,444 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,329,365 | 26,582 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,465,632 | 27,349 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,267,939 | 39,062 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,027,250 | 39,410 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,364,765 | 44,053 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,488,495 | 44,013 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,569,559 | 42,620 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,411,463 | 40,238 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,903,273 | 38,882 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,622,958 | 37,258 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,474,704 | 33,600 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,349,374 | 31,308 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,258,575 | 32,296 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $932,479 | 25,033 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,032,557 | 25,283 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $351,954 | 8,620 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $297,440 | 7,970 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $300,469 | 7,970 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $253,764 | 7,970 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||