Position in SUN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$355,252
+$13,250 QoQ
Shares Held
5,263
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#171
of 300 holders
Holding Since
Dec 2022
15 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, 2026Carnegie Investment Counsel holds $14,141,139 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (2.5% of the industry book) .
All Filings in SUN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,252 | 5,263 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $342,002 | 5,264 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $282,699 | 5,394 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $269,753 | 5,394 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $313,340 | 5,847 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $302,202 | 5,205 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $267,745 | 5,205 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $310,216 | 5,779 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $302,715 | 5,354 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $280,348 | 4,650 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $282,450 | 4,713 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $230,701 | 4,713 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $205,298 | 4,713 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $206,853 | 4,713 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $205,716 | 4,773 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||