Position in SUN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,019,250
+$38,203 QoQ
Shares Held
15,100
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#97
of 300 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $5,734,899 across 4 Oil & Gas Refining & Marketing names. SUN ranks #3 (17.8% of the industry book) .
All Filings in SUN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,019,250 | 15,100 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $981,047 | 15,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $801,873 | 15,300 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $760,452 | 15,206 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $830,966 | 15,506 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $900,046 | 15,502 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $792,021 | 15,397 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $826,296 | 15,393 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $870,037 | 15,388 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $904,350 | 15,000 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $898,950 | 15,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $734,250 | 15,000 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $653,400 | 15,000 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $658,350 | 15,000 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $646,500 | 15,000 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $584,550 | 15,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $558,750 | 15,000 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $612,600 | 15,000 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $559,800 | 15,000 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $565,500 | 15,000 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $477,600 | 15,000 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $431,700 | 15,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||