Position in SUN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,391,137
+$302,949 QoQ
Shares Held
21,412
+3.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026DIVIDEND ASSETS CAPITAL, LLC holds $2,075,965 across 3 Oil & Gas Refining & Marketing names. SUN ranks #1 (67.0% of the industry book) .
All Filings in SUN
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,391,137 | 21,412 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,088,188 | 20,763 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $974,594 | 19,488 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,177,801 | 21,978 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,473,446 | 25,378 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,487,747 | 28,922 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,577,547 | 29,388 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,636,719 | 28,948 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $956,018 | 15,857 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,155,570 | 19,282 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,120,710 | 22,895 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,103,853 | 25,341 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,534,701 | 34,967 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,507,077 | 34,967 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,226,424 | 31,471 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,071,012 | 28,752 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,106,151 | 27,085 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $779,036 | 19,080 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $716,693 | 19,204 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $691,606 | 18,345 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $579,774 | 18,209 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $542,905 | 18,864 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $503,824 | 20,657 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,454,088 | 107,494 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||