Focus Financial Network, Inc.

Position in SUN — Sunoco LP

CIK 2010942 MINNEAPOLIS, MN

Position in SUN

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,120,095

+$23,727 QoQ

Shares Held

16,594

-1.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#13

of 81 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Focus Financial Network, Inc. holds $3,227,936 across 5 Oil & Gas Refining & Marketing names. SUN ranks #1 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP This page	16,594	$1,120,095
2	DKL	Delek Logistics Partners, LP	13,724	$707,334
3	PSX	Phillips 66	3,854	$651,518
4	VLO	Valero Energy Corp/Tx	1,850	$481,814
5	MPC	Marathon Petroleum Corp	1,045	$267,175

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,120,095	16,594	-1.7%	Shares	Sole	2026-07-09
2026-03-31	$1,096,368	16,875	-10.2%	Shares	Sole	2026-04-14
2025-12-31	$984,783	18,790	-4.6%	Shares	Sole	2026-01-12
2025-09-30	$984,746	19,691	+2.6%	Shares	Sole	2025-10-10
2025-06-30	$1,028,928	19,200	+10.6%	Shares	Sole	2025-07-10
2025-03-31	$1,007,515	17,353	+4.8%	Shares	Sole	2025-04-15
2024-12-31	$851,743	16,558	+2.8%	Shares	Sole	2025-01-29
2024-09-30	$864,301	16,101	+0.2%	Shares	Sole	2024-10-28
2024-06-30	$908,597	16,070	+5.8%	Shares	Sole	2024-07-22
2024-03-31	$915,383	15,183	+1.0%	Shares	Sole	2024-04-24
2023-09-30	$736,159	15,039	+2.6%	Shares	Sole	2024-07-23
2023-06-30	$638,415	14,656	+4.5%	Shares	Sole	2024-07-23
2023-03-31	$615,469	14,023	+37.3%	Shares	Sole	2024-07-23
2020-12-31	$294,016	10,216	+10.3%	Shares	Sole	2024-07-24
2020-09-30	$225,900	9,262	—	Shares	Sole	2024-07-24
No filing history on record for this holder in this stock.