Aventura Private Wealth, LLC

Position in SUN — Sunoco LP

CIK 2074418 AVENTURA, FL

Position in SUN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$128,857

+$4,830 QoQ

Shares Held

1,909

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#239

of 299 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $269,848 across 6 Oil & Gas Refining & Marketing names. SUN ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP This page	1,909	$128,857
2	PSX	Phillips 66	521	$88,075
3	IEP	Icahn Enterprises L.P.	2,601	$18,753
4	VLO	Valero Energy Corp/Tx	48	$12,501
5	PBF	PBF Energy Inc.	240	$10,924
6	MPC	Marathon Petroleum Corp	42	$10,738

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$128,857	1,909	0.0%	Shares	Sole	2026-07-15
2026-03-31	$124,027	1,909	0.0%	Shares	Sole	2026-05-06
2025-12-31	$100,050	1,909	0.0%	Shares	Sole	2026-01-07
2025-09-30	$95,469	1,909	0.0%	Shares	Sole	2026-01-07
2025-06-30	$102,303	1,909	0.0%	Shares	Sole	2026-01-07
2025-03-31	$110,836	1,909	0.0%	Shares	Sole	2026-01-07
2024-12-31	$98,198	1,909	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.