Position in SUN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,851,709
+$613,628 QoQ
Shares Held
28,501
+20.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $175,546,460 across 6 Oil & Gas Refining & Marketing names. SUN ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
698,272 | $127,211,192 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
124,427 | $30,743,421 | |
| 3 | MPC |
Marathon Petroleum Corp
|
49,578 | $12,105,955 | |
| 4 | DINO |
HF Sinclair Corp
|
53,420 | $3,332,873 | |
| 5 | SUN |
Sunoco LP
This page
|
28,501 | $1,851,709 | |
| 6 | CAPL |
CrossAmerica Partners LP
|
14,500 | $301,310 |
All Filings in SUN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,851,709 | 28,501 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,238,081 | 23,623 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,160,781 | 23,211 | Shares | Defined | 2025-11-03 | |
| 2025-03-31 | $239,205 | 4,120 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $261,930 | 5,092 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $285,951 | 5,327 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $329,740 | 5,832 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $446,868 | 7,412 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $321,044 | 5,357 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $389,152 | 7,950 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $231,521 | 5,315 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $200,226 | 4,562 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $256,962 | 5,962 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $211,256 | 5,421 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $282,875 | 7,594 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $243,814 | 5,970 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $210,518 | 5,156 | Shares | Defined | 2022-02-14 | |
| 2020-06-30 | $266,973 | 11,694 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $232,566 | 14,870 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||