Position in SUN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,456,650
+$35,107 QoQ
Shares Held
21,580
-1.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#11
of 81 holders
Holding Since
Dec 2022
15 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, 2026CASCADE INVESTMENT GROUP, INC. holds $1,456,650 across 1 Oil & Gas Refining & Marketing name. SUN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUN |
Sunoco LP
This page
|
21,580 | $1,456,650 |
All Filings in SUN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,456,650 | 21,580 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,421,543 | 21,880 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,193,899 | 22,780 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,213,992 | 24,275 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,333,051 | 24,875 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,479,078 | 25,475 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,341,555 | 26,080 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,491,230 | 27,780 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,641,356 | 29,030 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,827,691 | 30,315 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,858,728 | 31,015 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,518,184 | 31,015 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,351,013 | 31,015 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,367,831 | 31,165 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,390,621 | 32,265 | Shares | Sole | 2023-02-27 | |
| No filing history on record for this holder in this stock. | ||||||