Corient Private Wealth LLC

Position in SUN — Sunoco LP

CIK 1948780 MIAMI, FL

Position in SUN

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$490,522

+$99,177 QoQ

Shares Held

7,267

-2.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#145

of 300 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Corient Private Wealth LLC holds $227,347,769 across 10 Oil & Gas Refining & Marketing names. SUN ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	761,252	$122,807,839
2	VLO	Valero Energy Corp/Tx	466,191	$59,915,951
3	MPC	Marathon Petroleum Corp	152,902	$39,092,454
4	PBF	PBF Energy Inc.	34,674	$1,578,360
5	WKC	World Kinect Corp	40,180	$1,323,529
6	DINO	HF Sinclair Corp	13,112	$913,250
7	CAPL	CrossAmerica Partners LP	25,000	$560,500
8	SUN	Sunoco LP This page	7,267	$490,522

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490,522	7,267	-2.7%	Shares	Sole	2026-08-17
2025-12-31	$391,345	7,467	-50.2%	Shares	Sole	2026-03-09
2025-09-30	$750,400	15,005	+14.3%	Shares	Sole	2025-11-14
2025-06-30	$703,315	13,124	-6.1%	Shares	Sole	2025-09-26
2024-12-31	$718,874	13,975	-1.2%	Shares	Sole	2025-02-10
2024-09-30	$759,142	14,142	-7.7%	Shares	Sole	2024-11-12
2024-06-30	$866,079	15,318	-12.7%	Shares	Sole	2024-08-13
2024-03-31	$1,057,486	17,540	-1.6%	Shares	Sole	2024-05-09
2023-12-31	$1,068,132	17,823	+0.8%	Shares	Sole	2024-02-09
2023-09-30	$865,093	17,673	+54.7%	Shares	Sole	2023-11-03
2023-06-30	$497,585	11,423	-30.4%	Shares	Sole	2023-08-10
2023-03-31	$720,805	16,423	0.0%	Shares	Sole	2023-05-15
2022-12-31	$707,831	16,423	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.