Kingsview Wealth Management, LLC

Position in SUN — Sunoco LP

CIK 1791965 GRANTS PASS, OR

Position in SUN

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,109,102

+$599,677 QoQ

Shares Held

17,071

+75.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Kingsview Wealth Management, LLC holds $27,541,982 across 6 Oil & Gas Refining & Marketing names. SUN ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	56,737	$13,854,039
2	PSX	Phillips 66	43,721	$7,965,091
3	VLO	Valero Energy Corp/Tx	17,177	$4,244,093
4	SUN	Sunoco LP This page	17,071	$1,109,102
5	DINO	HF Sinclair Corp	3,404	$212,375
6	SGU	Star Group, L.P.	12,808	$157,282

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,109,102	17,071	+75.6%	Shares	Sole	2026-05-12
2025-12-31	$509,425	9,720	+2.2%	Shares	Sole	2026-02-09
2025-09-30	$475,845	9,515	-0.7%	Shares	Sole	2025-11-12
2025-06-30	$513,606	9,584	+0.6%	Shares	Sole	2025-08-08
2025-03-31	$553,253	9,529	+0.7%	Shares	Sole	2025-05-02
2024-12-31	$486,828	9,464	+2.7%	Shares	Sole	2025-01-28
2024-09-30	$494,553	9,213	+18.4%	Shares	Sole	2024-11-12
2024-06-30	$439,824	7,779	+133.8%	Shares	Sole	2024-08-14
2024-03-31	$200,584	3,327	—	Shares	Sole	2024-05-09
No filing history on record for this holder in this stock.