Ethos Financial Group, LLC

Position in SUN — Sunoco LP

CIK 1954242 KING OF PRUSSIA, PA

Position in SUN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$279,585

+$10,480 QoQ

Shares Held

4,142

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#192

of 300 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Ethos Financial Group, LLC holds $1,926,809 across 5 Oil & Gas Refining & Marketing names. SUN ranks #5 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	3,084	$521,350
2	VLO	Valero Energy Corp/Tx	1,778	$463,062
3	MPC	Marathon Petroleum Corp	1,457	$372,511
4	DINO	HF Sinclair Corp	4,168	$290,301
5	SUN	Sunoco LP This page	4,142	$279,585

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,585	4,142	0.0%	Shares	Sole	2026-08-07
2026-03-31	$269,105	4,142	0.0%	Shares	Sole	2026-05-05
2025-12-31	$217,082	4,142	0.0%	Shares	Sole	2026-01-20
2025-09-30	$207,141	4,142	0.0%	Shares	Sole	2025-10-23
2025-06-30	$221,969	4,142	-46.7%	Shares	Sole	2025-08-06
2025-03-31	$451,532	7,777	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.