Position in SUN
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$14,505,135
+$3,951,858 QoQ
Shares Held
223,259
+10.9% QoQ
Ownership
0.109%
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 93%
Shared 0%
None 7%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $3,086,601,213 across 17 Oil & Gas Refining & Marketing names. SUN ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
13,788,007 | $2,511,899,113 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,148,357 | $283,736,044 | |
| 3 | MPC |
Marathon Petroleum Corp
|
822,854 | $200,924,488 | |
| 4 | DINO |
HF Sinclair Corp
|
472,066 | $29,452,195 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
358,042 | $22,427,750 | |
| 6 | WKC |
World Kinect Corp
|
648,760 | $14,966,892 | |
| 7 | SUN |
Sunoco LP
This page
|
223,259 | $14,505,135 | |
| 8 | PBF |
PBF Energy Inc.
|
49,485 | $2,356,474 |
All Filings in SUN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,505,135 | 223,259 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,553,277 | 201,360 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,029,304 | 160,554 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,645,780 | 161,332 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,011,774 | 189,662 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,863,189 | 250,062 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,155,151 | 282,324 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $29,303,888 | 518,286 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $25,252,826 | 418,856 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $21,315,722 | 355,677 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $12,699,195 | 259,432 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,893,222 | 250,074 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $10,707,095 | 243,953 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,493,857 | 243,477 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,641,911 | 119,115 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,443,365 | 119,285 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,923,423 | 120,554 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,518,205 | 110,659 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,574,284 | 95,774 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,405,214 | 90,324 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,626,544 | 82,492 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,351,498 | 81,706 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,229,074 | 91,393 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $2,298,614 | 100,684 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,152,917 | 73,716 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||