Position in SUN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,469,317
+$417,614 QoQ
Shares Held
155,101
+0.3% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#31
of 300 holders
Holding Since
Jun 2024
9 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, 2026Sanctuary Advisors, LLC holds $89,103,954 across 8 Oil & Gas Refining & Marketing names. SUN ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
136,939 | $35,664,393 | |
| 2 | MPC |
Marathon Petroleum Corp
|
91,742 | $23,455,677 | |
| 3 | PSX |
Phillips 66
|
81,320 | $13,747,146 | |
| 4 | SUN |
Sunoco LP
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|
155,101 | $10,469,317 | |
| 5 | DINO |
HF Sinclair Corp
|
39,633 | $2,760,438 | |
| 6 | WKC |
World Kinect Corp
|
40,516 | $1,334,597 | |
| 7 | UGP |
Ultrapar Holdings Inc
|
180,147 | $904,337 | |
| 8 | DKL |
Delek Logistics Partners, LP
|
14,902 | $768,049 |
All Filings in SUN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,469,317 | 155,101 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,051,703 | 154,713 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,777,137 | 129,310 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,453,490 | 109,048 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $6,901,641 | 128,786 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $6,331,326 | 109,048 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $5,882,266 | 114,352 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,173,517 | 96,377 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $4,879,232 | 86,297 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||