Position in SUN
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,277,718
+$1,505,195 QoQ
Shares Held
35,058
+137.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Linscomb Wealth, Inc. holds $6,448,283 across 4 Oil & Gas Refining & Marketing names. SUN ranks #1 (35.3% of the industry book) .
All Filings in SUN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,277,718 | 35,058 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $772,523 | 14,740 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $737,147 | 14,740 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $789,916 | 14,740 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $855,804 | 14,740 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $758,225 | 14,740 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $791,243 | 14,740 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $833,399 | 14,740 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||