Position in SUN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,792,500
+$179,630 QoQ
Shares Held
71,000
0.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#4
of 95 holders
Holding Since
Mar 2020
26 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, 2026Waldron Private Wealth LLC holds $5,649,209 across 3 Oil & Gas Refining & Marketing names. SUN ranks #1 (84.8% of the industry book) .
All Filings in SUN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,792,500 | 71,000 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,612,870 | 71,000 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,721,110 | 71,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,550,710 | 71,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,804,890 | 71,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,122,260 | 71,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,652,240 | 71,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,441,600 | 120,000 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,827,000 | 50,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,014,500 | 50,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,996,500 | 50,000 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $2,447,500 | 50,000 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $2,178,000 | 50,000 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $2,194,500 | 50,000 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $2,155,000 | 50,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,948,500 | 50,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,862,500 | 50,000 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,042,000 | 50,000 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,041,500 | 50,000 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,866,000 | 50,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,885,000 | 50,000 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,592,000 | 50,000 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,439,000 | 50,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,219,500 | 50,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,141,500 | 50,000 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $782,000 | 50,000 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||