CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in SUN — Sunoco LP

CIK 1766904 RICHMOND, VA

Back to SUN Full portfolio

Position in SUN

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$458,730

+$17,194 QoQ

Shares Held

6,796

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#151

of 300 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in SUN Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,050,041 across 5 Oil & Gas Refining & Marketing names. SUN ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP This page	6,796	$458,730
2	MPC	Marathon Petroleum Corp	845	$216,037
3	PSX	Phillips 66	965	$163,127
4	VLO	Valero Energy Corp/Tx	510	$132,820
5	DINO	HF Sinclair Corp	1,139	$79,327

All Filings in SUN

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9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$458,730	6,796	0.0%	Shares	Other	2026-07-17
2026-03-31	$441,536	6,796	0.0%	Shares	Other	2026-04-29
2025-12-31	$356,178	6,796	0.0%	Shares	Other	2026-02-09
2025-09-30	$339,867	6,796	+11.1%	Shares	Other	2025-11-10
2025-06-30	$327,756	6,116	0.0%	Shares	Other	2025-08-13
2025-03-31	$355,094	6,116	0.0%	Shares	Other	2025-05-09
2024-12-31	$314,607	6,116	0.0%	Shares	Other	2025-02-14
2024-09-30	$328,306	6,116	0.0%	Shares	Other	2024-10-30
2024-06-30	$345,798	6,116	—	Shares	Other	2024-07-22
No filing history on record for this holder in this stock.