Cyndeo Wealth Partners, LLC

Position in SUN — Sunoco LP

CIK 1950947 ST. PETERSBURG, FL

Position in SUN

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$214,042

+$8,023 QoQ

Shares Held

3,171

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#222

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

Cyndeo Wealth Partners, LLC holds $1,727,214 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	3,152	$532,845
2	MPC	Marathon Petroleum Corp	2,068	$528,725
3	VLO	Valero Energy Corp/Tx	1,734	$451,602
4	SUN	Sunoco LP This page	3,171	$214,042

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,042	3,171	0.0%	Shares	Sole	2026-07-21
2026-03-31	$206,019	3,171	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.