Position in SUN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,855
+$370 QoQ
Shares Held
146
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#280
of 300 holders
Holding Since
Jun 2024
9 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, 2026BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $2,010,859 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (0.5% of the industry book) .
All Filings in SUN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,855 | 146 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,485 | 146 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,651 | 146 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,301 | 146 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,824 | 146 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,476 | 146 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,510 | 146 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,837 | 146 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,254 | 146 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||