Empirical Asset Management, LLC

Position in SUN — Sunoco LP

CIK 1926596 WELLESLEY, MA

Position in SUN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,828,170

+$7,711 QoQ

Shares Held

27,084

-3.3% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#73

of 300 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Empirical Asset Management, LLC holds $4,008,224 across 4 Oil & Gas Refining & Marketing names. SUN ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP This page	27,084	$1,828,170
2	VLO	Valero Energy Corp/Tx	3,289	$856,587
3	MPC	Marathon Petroleum Corp	2,853	$729,426
4	PSX	Phillips 66	3,514	$594,041

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,828,170	27,084	-3.3%	Shares	Sole	2026-08-10
2026-03-31	$1,820,459	28,020	-1.4%	Shares	Sole	2026-05-11
2025-12-31	$1,488,706	28,405	0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,420,534	28,405	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$1,527,582	28,505	0.0%	Shares	Sole	2025-07-29
2025-03-31	$1,655,000	28,505	-0.7%	Shares	Sole	2025-05-12
2024-12-31	$1,476,585	28,705	-14.3%	Shares	Sole	2025-01-15
2024-09-30	$1,798,924	33,512	-4.2%	Shares	Sole	2024-10-11
2024-06-30	$1,977,938	34,983	-1.3%	Shares	Sole	2024-08-12
2024-03-31	$2,135,833	35,426	-9.1%	Shares	Sole	2024-05-10
2022-12-31	$1,680,038	38,980	—	Shares	Sole	2023-01-31
No filing history on record for this holder in this stock.