AlTi Global, Inc.

Position in SUN — Sunoco LP

CIK 1838615 NEW YORK, NY

Position in SUN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,459,645

New position

Shares Held

51,254

first reported quarter

Ownership

0.025%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#51

of 300 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

AlTi Global, Inc. holds $12,278,096 across 4 Oil & Gas Refining & Marketing names. SUN ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	42,506	$7,185,639
2	SUN	Sunoco LP This page	51,254	$3,459,645
3	VLO	Valero Energy Corp/Tx	5,007	$1,304,022
4	MPC	Marathon Petroleum Corp	1,286	$328,790

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,459,645	51,254	—	Shares	Defined	2026-08-05
No filing history on record for this holder in this stock.