Position in SUN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$512,257
-$681 QoQ
Shares Held
7,589
-3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#140
of 300 holders
Holding Since
Sep 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 Jun 30, 2026BENJAMIN EDWARDS INC holds $11,229,161 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (4.6% of the industry book) .
All Filings in SUN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,257 | 7,589 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $512,938 | 7,895 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $413,672 | 7,893 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $387,077 | 7,740 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $414,840 | 7,741 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $449,442 | 7,741 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $398,145 | 7,740 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $415,483 | 7,740 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||