XML Financial, LLC

Position in SUN — Sunoco LP

CIK 1800465 BETHESDA, MD

Position in SUN

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$222,750

+$8,349 QoQ

Shares Held

3,300

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#220

of 300 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

XML Financial, LLC holds $2,824,733 across 3 Oil & Gas Refining & Marketing names. SUN ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	13,825	$2,337,116
2	VLO	Valero Energy Corp/Tx	1,017	$264,867
3	SUN	Sunoco LP This page	3,300	$222,750

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,750	3,300	0.0%	Shares	Sole	2026-07-24
2026-03-31	$214,401	3,300	-42.4%	Shares	Sole	2026-04-16
2025-12-31	$300,204	5,728	-35.9%	Shares	Sole	2026-02-11
2025-09-30	$447,039	8,939	-3.1%	Shares	Sole	2025-10-20
2025-06-30	$494,153	9,221	-15.8%	Shares	Sole	2025-07-17
2025-03-31	$635,466	10,945	+0.9%	Shares	Sole	2025-04-22
2024-12-31	$558,021	10,848	-24.5%	Shares	Sole	2025-01-17
2024-09-30	$771,542	14,373	-5.5%	Shares	Sole	2024-11-01
2024-06-30	$859,916	15,209	+1.2%	Shares	Sole	2024-07-22
2024-03-31	$906,520	15,036	-39.3%	Shares	Sole	2024-05-15
2023-12-31	$1,485,005	24,779	+1.3%	Shares	Sole	2024-02-14
2023-09-30	$1,196,827	24,450	-0.5%	Shares	Sole	2023-11-06
2023-06-30	$1,070,661	24,579	-3.1%	Shares	Sole	2023-08-07
2023-03-31	$1,113,577	25,372	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$1,097,024	25,453	-4.7%	Shares	Sole	2023-02-10
2022-09-30	$1,040,849	26,709	+45.6%	Shares	Sole	2022-11-04
2022-06-30	$683,165	18,340	-11.5%	Shares	Sole	2022-08-01
2022-03-31	$846,204	20,720	-33.9%	Shares	Sole	2022-05-02
2021-12-31	$1,280,632	31,365	+1.0%	Shares	Sole	2022-02-01
2021-09-30	$1,158,897	31,053	+1.1%	Shares	Sole	2021-11-01
2021-06-30	$1,158,521	30,730	+0.6%	Shares	Sole	2021-08-10
2021-03-31	$972,648	30,548	+2.3%	Shares	Sole	2021-05-14
2020-12-31	$859,370	29,860	+41.2%	Shares	Sole	2021-02-08
2020-09-30	$515,897	21,152	+2.6%	Shares	Sole	2020-11-13
2020-06-30	$470,777	20,621	+2.9%	Shares	Sole	2020-07-31
2020-03-31	$313,425	20,040	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.