Position in SUN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$406,012
-$57,873 QoQ
Shares Held
6,015
-15.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#155
of 299 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $73,669,840 across 16 Oil & Gas Refining & Marketing names. SUN ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
153,906 | $26,017,809 | |
| 2 | MPC |
Marathon Petroleum Corp
|
80,816 | $20,662,226 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
69,018 | $17,975,047 | |
| 4 | DINO |
HF Sinclair Corp
|
45,670 | $3,180,915 | |
| 5 | PBF |
PBF Energy Inc.
|
60,830 | $2,768,981 | |
| 6 | WKC |
World Kinect Corp
|
42,417 | $1,397,215 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
10,633 | $596,298 | |
| 8 | SUN |
Sunoco LP
This page
|
6,015 | $406,012 |
All Filings in SUN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,012 | 6,015 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $463,885 | 7,140 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $362,048 | 6,908 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $345,119 | 6,901 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $369,824 | 6,901 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $327,516 | 5,641 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $302,004 | 5,871 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $388,643 | 7,240 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $688,939 | 12,185 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $672,655 | 11,157 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $670,317 | 11,185 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $542,561 | 11,084 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $527,598 | 12,112 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $750,167 | 17,092 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $475,565 | 11,034 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $235,144 | 6,034 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||