Position in SUN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$505,575
+$56,243 QoQ
Shares Held
7,490
+8.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#143
of 300 holders
Holding Since
Jun 2024
9 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, 2026Avidian Wealth Enterprises, LLC holds $8,753,388 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (5.8% of the industry book) .
All Filings in SUN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,575 | 7,490 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $449,332 | 6,916 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $344,333 | 6,570 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $340,518 | 6,809 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $363,608 | 6,785 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $398,523 | 6,864 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $351,849 | 6,840 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $378,121 | 7,044 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $537,695 | 9,510 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||