Cassaday & Co Wealth Management LLC

Position in SUN — Sunoco LP

CIK 1963612 MCLEAN, VA

Position in SUN

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

Position Value

$80,730

+$3,026 QoQ

Shares Held

1,196

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#246

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

Cassaday & Co Wealth Management LLC holds $854,243 across 5 Oil & Gas Refining & Marketing names. SUN ranks #4 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	2,078	$351,285
2	VLO	Valero Energy Corp/Tx	1,089	$283,619
3	MPC	Marathon Petroleum Corp	336	$85,905
4	SUN	Sunoco LP This page	1,196	$80,730
5	WKC	World Kinect Corp	1,600	$52,704

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,730	1,196	0.0%	Shares	Sole	2026-08-10
2026-03-31	$77,704	1,196	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.