MORGAN STANLEY

Position in SUN — Sunoco LP

CIK 895421 NEW YORK, NY

Back to SUN Full portfolio

Position in SUN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$72,235,332

-$13,686,668 QoQ

Shares Held

1,111,826

-32.2% QoQ

Ownership

0.543%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Common Shares in SUN Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Mar 31, 2026

MORGAN STANLEY holds $5,121,850,455 across 19 Oil & Gas Refining & Marketing names. SUN ranks #6 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	7,256,704	$1,792,986,416
2	MPC	Marathon Petroleum Corp	6,073,543	$1,483,037,723
3	PSX	Phillips 66	7,100,129	$1,293,501,492
4	DINO	HF Sinclair Corp	2,372,785	$148,038,047
5	PBF	PBF Energy Inc.	1,537,527	$73,217,030
6	SUN	Sunoco LP This page	1,111,826	$72,235,332
7	DK	Delek US Holdings, Inc.	1,426,849	$64,308,081
8	PARR	Par Pacific Holdings, Inc.	913,298	$57,208,982

All Filings in SUN

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$72,235,332	1,111,826	-32.2%	Shares	Defined	2026-05-15
2025-12-31	$85,922,000	1,639,420	+60.5%	Shares	Defined	2026-05-27
2025-09-30	$51,096,214	1,021,720	-8.0%	Shares	Defined	2026-05-27
2025-06-30	$59,510,407	1,110,476	-4.6%	Shares	Defined	2025-08-15
2025-03-31	$67,564,014	1,163,693	-32.1%	Shares	Defined	2025-05-15
2024-12-31	$88,107,149	1,712,814	+22.6%	Shares	Defined	2025-05-15
2024-09-30	$74,971,848	1,396,644	-1.2%	Shares	Defined	2025-05-14
2024-06-30	$79,889,379	1,412,971	+209.4%	Shares	Defined	2025-05-14
2024-03-31	$27,531,908	456,658	-39.5%	Shares	Defined	2024-10-17
2023-12-31	$45,242,833	754,928	-9.8%	Shares	Defined	2024-08-16
2023-09-30	$40,949,266	836,553	+15.2%	Shares	Defined	2023-11-15
2023-06-30	$31,641,852	726,397	-6.9%	Shares	Defined	2023-08-14
2023-03-31	$34,257,504	780,531	-5.6%	Shares	Defined	2023-05-15
2022-12-31	$35,655,249	827,268	+7.0%	Shares	Defined	2023-02-14
2022-09-30	$30,136,942	773,337	-5.3%	Shares	Defined	2022-11-14
2022-06-30	$30,428,740	816,879	-17.6%	Shares	Defined	2022-10-27
2022-03-31	$40,497,105	991,604	+14.2%	Shares	Defined	2022-10-27
2021-12-31	$35,437,376	867,925	-4.9%	Shares	Defined	2022-02-14
2021-09-30	$34,077,413	913,114	-6.4%	Shares	Defined	2021-11-15
2021-06-30	$36,762,814	975,141	-30.5%	Shares	Defined	2021-08-23
2021-03-31	$44,647,065	1,402,232	-30.7%	Shares	Defined	2021-05-17
2020-12-31	$58,241,940	2,023,695	+3.4%	Shares	Defined	2021-02-16
2020-09-30	$47,734,399	1,957,130	-5.8%	Shares	Defined	2020-11-13
2020-06-30	$47,449,163	2,078,369	-23.2%	Shares	Defined	2020-08-14
2020-03-31	$42,336,790	2,706,956	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.