Position in SUN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$405,472
-$185,884 QoQ
Shares Held
6,007
-34.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#157
of 300 holders
Holding Since
Sep 2022
16 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, 2026Wealthcare Advisory Partners LLC holds $3,135,957 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (12.9% of the industry book) .
All Filings in SUN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,472 | 6,007 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $591,356 | 9,102 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $579,864 | 11,064 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $498,649 | 9,971 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $539,276 | 10,063 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $581,006 | 10,007 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $527,517 | 10,255 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $476,893 | 8,884 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $502,527 | 8,888 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $421,306 | 6,988 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $418,670 | 6,986 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $354,104 | 7,234 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $271,465 | 6,232 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $273,434 | 6,230 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $249,247 | 5,783 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $225,285 | 5,781 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||