Position in SUN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$307,665
-$147,644 QoQ
Shares Held
4,558
-35.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 95 holders
Holding Since
Mar 2025
6 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $4,847,535 across 6 Oil & Gas Refining & Marketing names. SUN ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
10,281 | $1,738,003 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
4,730 | $1,231,881 | |
| 3 | MPC |
Marathon Petroleum Corp
|
2,462 | $629,459 | |
| 4 | CAPL |
CrossAmerica Partners LP
|
27,190 | $609,599 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
5,901 | $330,928 | |
| 6 | SUN |
Sunoco LP
This page
|
4,558 | $307,665 |
All Filings in SUN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,665 | 4,558 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $455,309 | 7,008 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $348,578 | 6,651 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $268,703 | 5,373 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $305,730 | 5,705 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $241,297 | 4,156 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||