Position in SUN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$679,792
+$28,858 QoQ
Shares Held
10,071
+0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#119
of 300 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $679,792 across 1 Oil & Gas Refining & Marketing name. SUN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUN |
Sunoco LP
This page
|
10,071 | $679,792 |
All Filings in SUN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,792 | 10,071 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $650,934 | 10,019 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $522,160 | 9,963 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $495,199 | 9,902 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $527,325 | 9,840 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $568,059 | 9,784 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $500,562 | 9,731 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $519,407 | 9,676 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $515,757 | 9,122 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $566,002 | 9,388 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $559,686 | 9,339 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $454,256 | 9,280 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $426,278 | 9,786 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $381,667 | 8,696 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $372,470 | 8,642 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $334,557 | 8,585 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $317,593 | 8,526 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $264,153 | 6,468 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $261,761 | 6,411 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $218,471 | 5,854 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $218,396 | 5,793 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $166,555 | 5,231 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $148,591 | 5,163 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||