Position in SUN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$286,740
+$4,251 QoQ
Shares Held
4,248
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 300 holders
Holding Since
Mar 2024
10 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, 2026D.A. DAVIDSON & CO. holds $31,160,187 across 5 Oil & Gas Refining & Marketing names. SUN ranks #5 (0.9% of the industry book) .
All Filings in SUN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,740 | 4,248 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $282,489 | 4,348 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $227,878 | 4,348 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $231,596 | 4,631 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $248,175 | 4,631 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $263,069 | 4,531 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $233,074 | 4,531 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $274,680 | 5,117 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $433,774 | 7,672 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $282,940 | 4,693 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||