Position in SUN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$263,587
+$9,880 QoQ
Shares Held
3,905
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#196
of 300 holders
Holding Since
Jun 2020
12 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, 2026HighPoint Advisor Group LLC holds $798,658 across 3 Oil & Gas Refining & Marketing names. SUN ranks #2 (33.0% of the industry book) .
All Filings in SUN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,587 | 3,905 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $253,707 | 3,905 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $240,247 | 4,584 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $279,255 | 5,584 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $299,246 | 5,584 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $263,244 | 4,534 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $284,668 | 5,534 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $299,749 | 5,584 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $360,951 | 6,384 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $231 | 4,384 | Shares | Sole | 2024-05-14 | |
| 2020-09-30 | $219,510 | 9,000 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $228,300 | 10,000 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||