SEC 13F Intelligence

Ifg Advisory, LLC / SUN

Ifg Advisory, LLC’s Sunoco LP/Sunoco Fin Corp Position

Does Ifg Advisory, LLC own Sunoco LP/Sunoco Fin Corp (SUN)? Yes — 8.2K shares worth $530,155 (+1.52% of its 13F portfolio) as of Q1 2026, up from 5.6K shares the prior filed quarter.

Position Value
$530,155
Q1 2026
Shares
8.2K
% of Portfolio
+1.52%
Quarters Held
10
currently held

Position History SUN

Reported value by quarter
Q3 ’23: $283,470Q3 ’23Q4 ’23: $347,053Q2 ’24: $788,789Q2 ’24Q3 ’24: $748,888Q4 ’24: $707,557Q4 ’24Q1 ’25: $798,615Q2 ’25: $737,130Q2 ’25Q3 ’25: $279,805Q4 ’25: $293,234Q4 ’25Q1 ’26: $530,155filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.2K$530,155+1.52%
Q4 20255.6K$293,234+0.01%
Q3 20255.6K$279,805+0.01%
Q2 202513.8K$737,130+0.04%
Q1 202513.8K$798,615+0.04%
Q4 202413.8K$707,557+0.04%
Q3 202414.0K$748,888+0.05%
Q2 202414.0K$788,789+0.05%
Q4 20235.8K$347,053+0.03%
Q3 20235.8K$283,470+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ifg Advisory, LLC’s full portfolio or all institutional holders of SUN.