Position in SUN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$723,735
+$79,753 QoQ
Shares Held
10,722
+8.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 300 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $276,616,154 across 15 Oil & Gas Refining & Marketing names. SUN ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
687,912 | $175,878,460 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
235,150 | $61,242,465 | |
| 3 | PSX |
Phillips 66
|
109,245 | $18,467,866 | |
| 4 | DINO |
HF Sinclair Corp
|
201,632 | $14,043,668 | |
| 5 | PBF |
PBF Energy Inc.
|
82,996 | $3,777,977 | |
| 6 | CVI |
Cvr Energy Inc
|
80,421 | $2,214,794 | |
| 7 | SUN |
Sunoco LP
This page
|
10,722 | $723,735 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
12,438 | $89,677 |
All Filings in SUN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,735 | 10,722 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $643,982 | 9,912 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $443,912 | 8,470 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $369,223 | 7,383 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $321,057 | 5,991 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $276,713 | 4,766 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $155,451 | 3,022 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $141,124 | 2,629 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $75,141 | 1,329 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,168 | 235 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||