Concurrent Investment Advisors, LLC

Position in SUN — Sunoco LP

CIK 2001015 Tampa, FL

Position in SUN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$436,927

+$21,314 QoQ

Shares Held

6,473

+1.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#152

of 300 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $38,391,299 across 5 Oil & Gas Refining & Marketing names. SUN ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	84,153	$21,515,396
2	PSX	Phillips 66	79,658	$13,466,184
3	VLO	Valero Energy Corp/Tx	9,865	$2,569,240
4	SUN	Sunoco LP This page	6,473	$436,927
5	DINO	HF Sinclair Corp	5,794	$403,552

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$436,927	6,473	+1.2%	Shares	Sole	2026-07-27
2026-03-31	$415,613	6,397	+0.8%	Shares	Sole	2026-04-21
2025-12-31	$332,698	6,348	+49.3%	Shares	Sole	2026-01-29
2025-09-30	$212,692	4,253	+3.2%	Shares	Sole	2025-10-27
2025-03-31	$239,323	4,122	—	Shares	Sole	2025-04-29
No filing history on record for this holder in this stock.