Position in SUN
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$584,730
+$113,040 QoQ
Shares Held
9,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026DAVIDSON TRUST CO holds $1,254,629 across 3 Oil & Gas Refining & Marketing names. SUN ranks #1 (46.6% of the industry book) .
All Filings in SUN
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $584,730 | 9,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $471,690 | 9,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $450,090 | 9,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $482,310 | 9,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $522,540 | 9,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $462,960 | 9,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $483,120 | 9,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $508,860 | 9,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $542,610 | 9,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $539,370 | 9,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $440,550 | 9,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $392,040 | 9,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $395,010 | 9,000 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $387,900 | 9,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $350,730 | 9,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $383,675 | 10,300 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $420,652 | 10,300 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $420,549 | 10,300 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $384,396 | 10,300 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||