Position in SUN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$69,930
+$3,531 QoQ
Shares Held
1,036
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#248
of 299 holders
Holding Since
Mar 2022
18 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, 2026Key Financial Inc holds $1,726,361 across 8 Oil & Gas Refining & Marketing names. SUN ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
5,378 | $1,374,993 | |
| 2 | PSX |
Phillips 66
|
615 | $103,965 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
333 | $86,726 | |
| 4 | SUN |
Sunoco LP
This page
|
1,036 | $69,930 | |
| 5 | DINO |
HF Sinclair Corp
|
526 | $36,635 | |
| 6 | DK |
Delek US Holdings, Inc.
|
640 | $32,518 | |
| 7 | PBF |
PBF Energy Inc.
|
473 | $21,530 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
9 | $64 |
All Filings in SUN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,930 | 1,036 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $66,399 | 1,022 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $52,776 | 1,007 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $49,509 | 990 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $52,143 | 973 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $55,563 | 957 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $48,507 | 943 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $49,761 | 927 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $51,564 | 912 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $54,080 | 897 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $53,038 | 885 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $43,173 | 882 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $37,722 | 866 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $37,306 | 850 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $474 | 11 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $428 | 11 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $409 | 11 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $449 | 11 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||