Position in SUN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,056,365
+$509,170 QoQ
Shares Held
31,651
+7.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $110,607,848 across 10 Oil & Gas Refining & Marketing names. SUN ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
210,092 | $38,274,560 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
142,449 | $35,196,298 | |
| 3 | MPC |
Marathon Petroleum Corp
|
127,851 | $31,218,657 | |
| 4 | SUN |
Sunoco LP
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|
31,651 | $2,056,365 | |
| 5 | DINO |
HF Sinclair Corp
|
28,152 | $1,756,403 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
13,015 | $815,259 | |
| 7 | SGU |
Star Group, L.P.
|
43,941 | $539,595 | |
| 8 | CVI |
Cvr Energy Inc
|
13,400 | $450,910 |
All Filings in SUN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,056,365 | 31,651 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,547,195 | 29,521 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,413,032 | 28,255 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,808,662 | 33,750 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,848,282 | 31,834 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,379,003 | 26,808 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,280,697 | 23,858 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,439,508 | 25,460 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,707,653 | 28,324 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,745,461 | 29,125 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,551,568 | 31,697 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,104,638 | 25,359 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $979,844 | 22,325 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $806,314 | 18,708 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $688,560 | 17,669 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $590,598 | 15,855 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $590,056 | 14,448 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $619,921 | 15,183 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $569,540 | 15,261 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $499,902 | 13,260 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $292,068 | 9,173 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $233,578 | 8,116 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $274,070 | 11,237 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||