Position in SUN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$305,640
-$13,882 QoQ
Shares Held
4,528
-7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#184
of 300 holders
Holding Since
Sep 2023
11 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, 2026CWA Asset Management Group, LLC holds $8,028,126 across 5 Oil & Gas Refining & Marketing names. SUN ranks #5 (3.8% of the industry book) .
All Filings in SUN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,640 | 4,528 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $319,522 | 4,918 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $261,159 | 4,983 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $308,111 | 6,161 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $219,022 | 4,087 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $251,632 | 4,334 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $216,871 | 4,216 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $220,678 | 4,111 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $247,852 | 4,111 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $246,372 | 4,111 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $201,233 | 4,111 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||