Position in SUN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$187,582
+$7,031 QoQ
Shares Held
2,779
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#234
of 300 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $6,809,081 across 12 Oil & Gas Refining & Marketing names. SUN ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
11,440 | $2,924,864 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
6,018 | $1,567,327 | |
| 3 | PSX |
Phillips 66
|
8,157 | $1,378,940 | |
| 4 | DINO |
HF Sinclair Corp
|
9,152 | $637,436 | |
| 5 | SUN |
Sunoco LP
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|
2,779 | $187,582 | |
| 6 | CVI |
Cvr Energy Inc
|
2,853 | $78,571 | |
| 7 | PBF |
PBF Energy Inc.
|
508 | $23,124 | |
| 8 | DKL |
Delek Logistics Partners, LP
|
174 | $8,967 |
All Filings in SUN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,582 | 2,779 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $180,551 | 2,779 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $86,633 | 1,653 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $82,666 | 1,653 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,402 | 530 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $30,771 | 530 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $27,263 | 530 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $39,347 | 733 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $41,330 | 731 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $58,601 | 972 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $65,503 | 1,093 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $47,579 | 972 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $42,209 | 969 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $42,353 | 965 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,558 | 593 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $15,003 | 385 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $14,341 | 385 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $12,044 | 295 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $34,334 | 920 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $40,339 | 1,070 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $34,068 | 1,070 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||