Position in SUN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$643,982
+$200,070 QoQ
Shares Held
9,912
+17.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 98.4362389023406.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5637610976594027.ToString("F0")%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $238,966,262 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
|
621,765 | $151,822,576 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
216,523 | $53,498,501 | |
| 3 | PSX |
Phillips 66
|
94,994 | $17,306,006 | |
| 4 | DINO |
HF Sinclair Corp
|
162,708 | $10,151,352 | |
| 5 | PBF |
PBF Energy Inc.
|
64,721 | $3,082,014 | |
| 6 | CVI |
Cvr Energy Inc
|
66,019 | $2,221,539 | |
| 7 | SUN |
Sunoco LP
This page
|
9,912 | $643,982 | |
| 8 | DKL |
Delek Logistics Partners, LP
|
1,783 | $88,721 |
All Filings in SUN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||