Position in SUN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$251,167
New position
Shares Held
3,721
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#205
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, 2026Stonebridge Financial Group, LLC/CA holds $1,059,572 across 2 Oil & Gas Refining & Marketing names. SUN ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,104 | $808,405 | |
| 2 | SUN |
Sunoco LP
This page
|
3,721 | $251,167 |
All Filings in SUN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,167 | 3,721 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||