Position in SUN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,118,407
+$41,920 QoQ
Shares Held
16,569
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#14
of 81 holders
Holding Since
Mar 2025
6 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, 2026CARY STREET PARTNERS FINANCIAL LLC holds $10,513,958 across 6 Oil & Gas Refining & Marketing names. SUN ranks #3 (10.6% of the industry book) .
All Filings in SUN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,407 | 16,569 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $1,076,487 | 16,569 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $868,380 | 16,569 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $828,615 | 16,569 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $863,817 | 16,119 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $935,869 | 16,119 | Shares | Defined | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||