Position in SUN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,827,624
+$657,850 QoQ
Shares Held
43,522
+5.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Sovereign Investment Advisors, LLC holds $10,502,685 across 2 Oil & Gas Refining & Marketing names. SUN ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
42,129 | $7,675,061 | |
| 2 | SUN |
Sunoco LP
This page
|
43,522 | $2,827,624 |
All Filings in SUN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,827,624 | 43,522 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,169,774 | 41,400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,176,535 | 43,522 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,332,343 | 43,522 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $2,238,771 | 43,522 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,336,260 | 43,522 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||