Position in SUN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,387
New position
Shares Held
65
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 300 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Silver Grove Financial Group, Inc. holds $266,897 across 9 Oil & Gas Refining & Marketing names. SUN ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
367 | $93,830 | |
| 2 | PSX |
Phillips 66
|
500 | $84,525 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
265 | $69,016 | |
| 4 | SGU |
Star Group, L.P.
|
490 | $6,291 | |
| 5 | DINO |
HF Sinclair Corp
|
88 | $6,129 | |
| 6 | SUN |
Sunoco LP
This page
|
65 | $4,387 | |
| 7 | PBF |
PBF Energy Inc.
|
25 | $1,138 | |
| 8 | DK |
Delek US Holdings, Inc.
|
19 | $965 |
All Filings in SUN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,387 | 65 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||