Position in SUN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,991,005
+$61,425 QoQ
Shares Held
59,126
-2.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#5
of 81 holders
Holding Since
Sep 2020
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 Jun 30, 2026J.W. COLE ADVISORS, INC. holds $17,808,361 across 4 Oil & Gas Refining & Marketing names. SUN ranks #2 (22.4% of the industry book) .
All Filings in SUN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,991,005 | 59,126 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,929,580 | 60,483 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,214,095 | 61,326 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,152,380 | 63,035 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,476,972 | 64,881 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,079,179 | 70,258 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $408,330 | 7,938 | Shares | Sole | 2025-01-31 | |
| 2020-09-30 | $2,012,345 | 82,507 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||