Position in SUN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$390,285
-$233,427 QoQ
Shares Held
5,782
-39.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#164
of 300 holders
Holding Since
Jun 2024
8 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, 2026World Investment Advisors holds $17,734,613 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (2.2% of the industry book) .
All Filings in SUN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,285 | 5,782 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $623,712 | 9,600 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $448,786 | 8,563 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $221,044 | 4,420 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $241,155 | 4,500 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $278,688 | 4,800 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $203,984 | 3,800 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $203,544 | 3,600 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||