Position in SUN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,991,460
+$415,073 QoQ
Shares Held
30,652
+1.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $236,499,937 across 10 Oil & Gas Refining & Marketing names. SUN ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
593,748 | $146,703,253 | |
| 2 | PSX |
Phillips 66
|
253,785 | $46,234,547 | |
| 3 | MPC |
Marathon Petroleum Corp
|
140,749 | $34,368,088 | |
| 4 | APC |
ARKO Petroleum Corp.
|
133,711 | $2,392,089 | |
| 5 | SUN |
Sunoco LP
This page
|
30,652 | $1,991,460 | |
| 6 | DINO |
HF Sinclair Corp
|
27,423 | $1,710,920 | |
| 7 | CAPL |
CrossAmerica Partners LP
|
54,284 | $1,128,021 | |
| 8 | WKC |
World Kinect Corp
|
44,232 | $1,020,431 |
All Filings in SUN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,991,460 | 30,652 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,576,387 | 30,078 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,512,301 | 30,240 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,723,400 | 32,159 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,514,770 | 94,984 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,309,134 | 64,330 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,355,473 | 25,251 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,416,722 | 25,057 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,156,482 | 19,182 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,147,479 | 19,147 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $878,946 | 17,956 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $683,717 | 15,696 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $634,473 | 14,456 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $687,876 | 15,960 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $493,749 | 12,670 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $445,361 | 11,956 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $407,828 | 9,986 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $388,211 | 9,508 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $632,574 | 16,950 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $597,658 | 15,853 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $464,481 | 14,588 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $408,388 | 14,190 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $343,118 | 14,068 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $320,419 | 14,035 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $214,612 | 13,722 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||