Geneos Wealth Management Inc.

Position in SUN — Sunoco LP

CIK 1764754 ENGLEWOOD, CO

Position in SUN

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

Position Value

$19,440

+$3,523 QoQ

Shares Held

288

+17.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#269

of 300 holders

Holding Since

Mar 2020

26 quarters on record

Energy · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $8,032,967 across 6 Oil & Gas Refining & Marketing names. SUN ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	15,922	$4,146,725
2	PSX	Phillips 66	18,422	$3,114,239
3	MPC	Marathon Petroleum Corp	2,835	$724,824
4	CAPL	CrossAmerica Partners LP	1,200	$26,904
5	SUN	Sunoco LP This page	288	$19,440
6	DINO	HF Sinclair Corp	12	$835

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,440	288	+17.6%	Shares	Sole	2026-08-06
2026-03-31	$15,917	245	+1.7%	Shares	Sole	2026-05-05
2025-12-31	$12,630	241	+1.7%	Shares	Sole	2026-01-28
2025-09-30	$11,852	237	+1.7%	Shares	Sole	2025-10-22
2025-06-30	$12,486	233	+1.7%	Shares	Sole	2025-08-18
2025-03-31	$13,295	229	+1.3%	Shares	Sole	2025-05-08
2024-12-31	$11,625	226	+1.8%	Shares	Sole	2025-01-21
2024-09-30	$11,916	222	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$12,325	218	+1.4%	Shares	Sole	2024-07-23
2024-03-31	$12,962	215	+1.4%	Shares	Sole	2024-05-03
2023-12-31	$12,705	212	+1.4%	Shares	Sole	2024-01-26
2023-09-30	$10,230	209	+2.0%	Shares	Sole	2023-10-11
2023-06-30	$8,929	205	+2.0%	Shares	Sole	2023-08-08
2023-03-31	$8,821	201	+1.5%	Shares	Sole	2023-04-25
2022-12-31	$8,533	198	+2.1%	Shares	Sole	2023-01-31
2022-09-30	$7,560	194	-95.6%	Shares	Sole	2022-11-14
2022-06-30	$166,060	4,458	+12.7%	Shares	Sole	2022-07-22
2022-03-31	$161,522	3,955	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$161,319	3,951	+0.1%	Shares	Sole	2022-02-09
2021-09-30	$147,302	3,947	+0.1%	Shares	Sole	2021-11-09
2021-06-30	$148,651	3,943	+4.6%	Shares	Sole	2021-07-08
2021-03-31	$119,973	3,768	0.0%	Shares	Sole	2021-06-17
2020-12-31	$108,443	3,768	0.0%	Shares	Sole	2021-05-19
2020-09-30	$91,901	3,768	0.0%	Shares	Sole	2021-09-07
2020-06-30	$86,023	3,768	+202.4%	Shares	Sole	2021-09-07
2020-03-31	$19,487	1,246	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.