Position in SUN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$250,830
+$9,402 QoQ
Shares Held
3,716
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#206
of 300 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Summit Wealth Partners, LLC holds $622,574 across 2 Oil & Gas Refining & Marketing names. SUN ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,454 | $371,744 | |
| 2 | SUN |
Sunoco LP
This page
|
3,716 | $250,830 |
All Filings in SUN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,830 | 3,716 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $241,428 | 3,716 | Shares | Sole | 2026-04-17 | |
| 2025-03-31 | $215,750 | 3,716 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||