STEPHENS INC /AR/

Position in SUN — Sunoco LP

CIK 757657 LITTLE ROCK, AR

Position in SUN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$203,985

-$148,047 QoQ

Shares Held

3,022

-54.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#227

of 300 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Energy · as of Jun 30, 2026

STEPHENS INC /AR/ holds $13,435,743 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	34,482	$8,980,492
2	PSX	Phillips 66	14,776	$2,497,882
3	MPC	Marathon Petroleum Corp	6,858	$1,753,384
4	SUN	Sunoco LP This page	3,022	$203,985

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,985	3,022	-54.0%	Shares	Defined	2026-07-29
2025-06-30	$352,032	6,569	-13.7%	Shares	Defined	2025-07-29
2025-03-31	$442,184	7,616	—	Shares	Defined	2025-05-01
No filing history on record for this holder in this stock.