U.S. Capital Wealth Advisors, LLC

Position in SUN — Sunoco LP

CIK 1808915 AUSTIN, TX

Position in SUN

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$545,812

+$18,620 QoQ

Shares Held

8,401

-16.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $14,719,487 across 5 Oil & Gas Refining & Marketing names. SUN ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	23,199	$5,664,731
2	PSX	Phillips 66	23,182	$4,223,296
3	VLO	Valero Energy Corp/Tx	10,617	$2,623,248
4	CAPL	CrossAmerica Partners LP	80,000	$1,662,400
5	SUN	Sunoco LP This page	8,401	$545,812

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$545,812	8,401	-16.5%	Shares	Sole	2026-04-07
2025-12-31	$527,192	10,059	+0.3%	Shares	Sole	2026-01-23
2025-09-30	$501,450	10,027	+0.3%	Shares	Sole	2025-10-09
2025-06-30	$535,685	9,996	+7.9%	Shares	Sole	2025-07-14
2025-03-31	$538,042	9,267	-0.9%	Shares	Sole	2025-04-29
2024-09-30	$502,069	9,353	+0.3%	Shares	Sole	2024-10-22
2024-06-30	$527,235	9,325	+2.5%	Shares	Sole	2024-07-11
2024-03-31	$548,458	9,097	-27.2%	Shares	Sole	2024-05-10
2023-12-31	$749,065	12,499	+0.2%	Shares	Sole	2024-02-06
2023-09-30	$610,553	12,473	-70.0%	Shares	Sole	2023-10-19
2023-06-30	$1,808,524	41,518	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$1,820,864	41,487	+21.8%	Shares	Sole	2023-05-11
2022-12-31	$1,467,986	34,060	+0.1%	Shares	Sole	2023-02-03
2022-09-30	$1,326,188	34,031	+0.1%	Shares	Sole	2022-11-01
2022-06-30	$1,266,500	34,000	+4.6%	Shares	Sole	2022-08-12
2022-03-31	$1,327,300	32,500	0.0%	Shares	Sole	2022-05-12
2021-12-31	$1,326,975	32,500	0.0%	Shares	Sole	2022-01-21
2021-09-30	$1,212,900	32,500	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.