Bison Wealth, LLC

Position in SUN — Sunoco LP

CIK 1845251 ATLANTA, GA

Position in SUN

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,610,482

+$1,399,330 QoQ

Shares Held

23,859

+634.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#78

of 300 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Bison Wealth, LLC holds $2,585,995 across 4 Oil & Gas Refining & Marketing names. SUN ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP This page	23,859	$1,610,482
2	VLO	Valero Energy Corp/Tx	1,611	$419,568
3	PSX	Phillips 66	2,050	$346,552
4	MPC	Marathon Petroleum Corp	819	$209,393

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,610,482	23,859	+634.1%	Shares	Sole	2026-07-07
2026-03-31	$211,152	3,250	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.