JOURNEY STRATEGIC WEALTH LLC

Position in SUN — Sunoco LP

CIK 1909316 SUMMIT, NJ

Position in SUN

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$406,841

-$104,574 QoQ

Shares Held

6,262

-35.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 8% None 92%

Energy · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $4,993,617 across 6 Oil & Gas Refining & Marketing names. SUN ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	9,874	$2,411,029
2	VLO	Valero Energy Corp/Tx	4,189	$1,035,015
3	PSX	Phillips 66	3,513	$639,995
4	SUN	Sunoco LP This page	6,262	$406,841
5	PBF	PBF Energy Inc.	5,314	$253,050
6	DINO	HF Sinclair Corp	3,970	$247,687

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$406,841	6,262	-35.8%	Shares	Sole	2026-04-15
2025-12-31	$511,415	9,758	-5.0%	Shares	Sole	2026-02-13
2025-09-30	$513,752	10,273	-1.8%	Shares	Sole	2025-11-12
2025-06-30	$560,444	10,458	-14.9%	Shares	Sole	2025-08-12
2025-03-31	$713,499	12,289	-1.8%	Shares	Sole	2025-05-06
2024-12-31	$643,565	12,511	-2.2%	Shares	Sole	2025-01-24
2024-09-30	$686,459	12,788	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.