GREAT VALLEY ADVISOR GROUP, INC.

Position in SUN — Sunoco LP

CIK 1769897 WILMINGTON, DE

Position in SUN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$247,117

+$10,627 QoQ

Shares Held

3,661

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#210

of 300 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $5,739,436 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	14,955	$2,528,142
2	VLO	Valero Energy Corp/Tx	9,153	$2,383,807
3	MPC	Marathon Petroleum Corp	2,270	$580,370
4	SUN	Sunoco LP This page	3,661	$247,117

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,117	3,661	+0.6%	Shares	Sole	2026-08-10
2026-03-31	$236,490	3,640	+3.2%	Shares	Sole	2026-05-11
2025-03-31	$204,835	3,528	-65.4%	Shares	Sole	2025-05-08
2023-06-30	$443,527	10,182	+20.7%	Shares	Sole	2023-08-10
2023-03-31	$370,299	8,437	-9.6%	Shares	Sole	2023-05-03
2022-12-31	$402,123	9,330	-0.9%	Shares	Sole	2023-02-01
2022-09-30	$366,824	9,413	+12.5%	Shares	Sole	2022-10-21
2022-06-30	$311,633	8,366	+15.9%	Shares	Sole	2022-07-19
2022-03-31	$294,742	7,217	—	Shares	Sole	2022-04-20
No filing history on record for this holder in this stock.