Position in SUN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,740
-$1,256 QoQ
Shares Held
248
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#272
of 300 holders
Holding Since
Sep 2023
9 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 Jun 30, 2026NBC SECURITIES, INC. holds $1,551,456 across 7 Oil & Gas Refining & Marketing names. SUN ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,975 | $1,035,249 | |
| 2 | DINO |
HF Sinclair Corp
|
2,765 | $192,582 | |
| 3 | PSX |
Phillips 66
|
960 | $162,288 | |
| 4 | MPC |
Marathon Petroleum Corp
|
486 | $124,255 | |
| 5 | IEP |
Icahn Enterprises L.P.
|
2,424 | $17,477 | |
| 6 | SUN |
Sunoco LP
This page
|
248 | $16,740 | |
| 7 | WKC |
World Kinect Corp
|
87 | $2,865 |
All Filings in SUN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,740 | 248 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,996 | 277 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $15,251 | 291 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,503 | 310 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,254 | 266 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $5 | 100 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $5,368 | 100 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5 | 100 | Shares | Sole | 2024-07-10 | |
| 2023-09-30 | $2 | 50 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||