Position in SUN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$10,051,703
+$3,274,566 QoQ
Shares Held
154,713
+19.6% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Sanctuary Advisors, LLC holds $91,469,204 across 9 Oil & Gas Refining & Marketing names. SUN ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
166,868 | $41,229,745 | |
| 2 | MPC |
Marathon Petroleum Corp
|
89,481 | $21,849,470 | |
| 3 | PSX |
Phillips 66
|
81,916 | $14,923,456 | |
| 4 | SUN |
Sunoco LP
This page
|
154,713 | $10,051,703 | |
| 5 | DINO |
HF Sinclair Corp
|
25,738 | $1,605,793 | |
| 6 | DKL |
Delek Logistics Partners, LP
|
13,191 | $656,384 | |
| 7 | WKC |
World Kinect Corp
|
19,985 | $461,053 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
17,821 | $370,320 |
All Filings in SUN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $6,621,023 | 132,394 | Shares | Sole | 2026-01-13 | |
| 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. | ||||||