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Equibles

MORGAN STANLEY

Position in SUN — Sunoco LP

CIK 895421 NEW YORK, NY
Back to SUN Full portfolio

Position in SUN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$172,734,794
+$100,499,462 QoQ
Shares Held
2,559,034
+130.2% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 300 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 92% Shared 0% None 8%

Common Shares in SUN Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

MORGAN STANLEY holds $5,451,601,783 across 18 Oil & Gas Refining & Marketing names. SUN ranks #4 (3.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VLO
Valero Energy Corp/Tx
 8,039,331 $2,093,763,358
2 MPC
Marathon Petroleum Corp
 5,887,382 $1,505,226,949
3 PSX
Phillips 66
 7,206,592 $1,218,274,366
4 SUN
Sunoco LP
This page 		2,559,034 $172,734,794
5 DINO
HF Sinclair Corp
 2,298,249 $160,073,036
6 DK
Delek US Holdings, Inc.
 1,134,907 $57,664,618
7 PBF
PBF Energy Inc.
 986,471 $44,904,156
8 PARR
Par Pacific Holdings, Inc.
 720,138 $40,385,336

All Filings in SUN

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $172,734,794 2,559,034
2026-03-31 $72,235,332 1,111,826
2025-12-31 $85,922,000 1,639,420
2025-09-30 $51,096,214 1,021,720
2025-06-30 $59,510,407 1,110,476
2025-03-31 $67,564,014 1,163,693
2024-12-31 $88,107,149 1,712,814
2024-09-30 $74,971,848 1,396,644
2024-06-30 $79,889,379 1,412,971
2024-03-31 $27,531,908 456,658
2023-12-31 $45,242,833 754,928
2023-09-30 $40,949,266 836,553
2023-06-30 $31,641,852 726,397
2023-03-31 $34,257,504 780,531
2022-12-31 $35,655,249 827,268
2022-09-30 $30,136,942 773,337
2022-06-30 $30,428,740 816,879
2022-03-31 $40,497,105 991,604
2021-12-31 $35,437,376 867,925
2021-09-30 $34,077,413 913,114
2021-06-30 $36,762,814 975,141
2021-03-31 $44,647,065 1,402,232
2020-12-31 $58,241,940 2,023,695
2020-09-30 $47,734,399 1,957,130
2020-06-30 $47,449,163 2,078,369
2020-03-31 $42,336,790 2,706,956