Position in SUN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$511,042
+$33,773 QoQ
Shares Held
7,571
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#142
of 300 holders
Holding Since
Jun 2024
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, 2026OPPENHEIMER & CO INC holds $48,952,695 across 6 Oil & Gas Refining & Marketing names. SUN ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
116,342 | $29,745,159 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
42,419 | $11,047,604 | |
| 3 | PSX |
Phillips 66
|
31,636 | $5,348,065 | |
| 4 | DINO |
HF Sinclair Corp
|
30,641 | $2,134,145 | |
| 5 | SUN |
Sunoco LP
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|
7,571 | $511,042 | |
| 6 | IEP |
Icahn Enterprises L.P.
|
23,118 | $166,680 |
All Filings in SUN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,042 | 7,571 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $477,269 | 7,346 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $387,624 | 7,396 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $373,374 | 7,466 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $394,690 | 7,365 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $427,611 | 7,365 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $353,135 | 6,865 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $372,968 | 6,948 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $392,839 | 6,948 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||