PFG Investments, LLC

Position in SUN — Sunoco LP

CIK 1973224 WOODBURY, NY

Position in SUN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$401,692

+$30,454 QoQ

Shares Held

5,951

+4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#161

of 300 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PFG Investments, LLC holds $7,973,780 across 6 Oil & Gas Refining & Marketing names. SUN ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	11,508	$2,997,143
2	PSX	Phillips 66	12,942	$2,187,845
3	MPC	Marathon Petroleum Corp	4,869	$1,244,857
4	DKL	Delek Logistics Partners, LP	16,800	$865,872
5	SUN	Sunoco LP This page	5,951	$401,692
6	DINO	HF Sinclair Corp	3,968	$276,371

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,692	5,951	+4.1%	Shares	Sole	2026-07-23
2026-03-31	$371,238	5,714	+0.2%	Shares	Sole	2026-04-27
2025-12-31	$298,789	5,701	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$284,356	5,686	+0.3%	Shares	Sole	2025-10-31
2025-06-30	$303,908	5,671	-14.8%	Shares	Sole	2025-07-18
2025-03-31	$386,563	6,658	+0.2%	Shares	Sole	2025-04-22
2024-12-31	$341,818	6,645	+0.6%	Shares	Sole	2025-01-22
2024-09-30	$354,663	6,607	+0.2%	Shares	Sole	2024-10-24
2024-06-30	$372,824	6,594	+0.5%	Shares	Sole	2024-08-07
2024-03-31	$395,562	6,561	+13.8%	Shares	Sole	2024-04-22
2023-12-31	$345,616	5,767	+0.2%	Shares	Sole	2024-01-17
2023-09-30	$281,707	5,755	+0.2%	Shares	Sole	2023-11-06
2023-06-30	$250,077	5,741	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.