Arkadios Wealth Advisors

Position in SUN — Sunoco LP

CIK 1800798 ATLANTA, GA

Position in SUN

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

Position Value

$360,450

+$21,567 QoQ

Shares Held

5,340

+2.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#170

of 300 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Arkadios Wealth Advisors holds $13,176,440 across 6 Oil & Gas Refining & Marketing names. SUN ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	41,098	$6,947,616
2	VLO	Valero Energy Corp/Tx	10,265	$2,673,416
3	MPC	Marathon Petroleum Corp	10,236	$2,617,037
4	SUN	Sunoco LP This page	5,340	$360,450
5	PBF	PBF Energy Inc.	6,664	$303,344
6	DK	Delek US Holdings, Inc.	5,404	$274,577

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,450	5,340	+2.4%	Shares	Sole	2026-08-10
2026-03-31	$338,883	5,216	+1.1%	Shares	Sole	2026-05-18
2025-12-31	$270,330	5,158	-30.8%	Shares	Sole	2026-02-13
2025-09-30	$372,674	7,452	+0.7%	Shares	Sole	2025-10-29
2025-06-30	$396,512	7,399	+4.2%	Shares	Sole	2025-08-04
2025-03-31	$412,458	7,104	-18.1%	Shares	Sole	2025-05-08
2024-12-31	$446,293	8,676	0.0%	Shares	Sole	2025-01-15
2024-09-30	$465,727	8,676	+95.4%	Shares	Sole	2024-10-24
2024-06-30	$251,094	4,441	+6.8%	Shares	Sole	2024-07-29
2024-03-31	$250,806	4,160	0.0%	Shares	Sole	2024-04-30
2023-12-31	$249,308	4,160	-6.0%	Shares	Sole	2024-01-24
2023-09-30	$216,603	4,425	+27.9%	Shares	Sole	2023-10-13
2021-09-30	$129,089	3,459	+9.5%	Shares	Sole	2021-10-19
2021-06-30	$119,094	3,159	+1115.0%	Shares	Sole	2021-07-28
2021-03-31	$8,278	260	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.