Position in SUN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$51,435
+$1,928 QoQ
Shares Held
762
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#253
of 300 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $141,538 across 2 Oil & Gas Refining & Marketing names. SUN ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
533 | $90,103 | |
| 2 | SUN |
Sunoco LP
This page
|
762 | $51,435 |
All Filings in SUN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,435 | 762 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $49,507 | 762 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $39,936 | 762 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $38,107 | 762 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $40,835 | 762 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||