Position in SUN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$530,155
+$236,922 QoQ
Shares Held
8,160
+45.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 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 Mar 31, 2026IFG Advisory, LLC holds $2,647,504 across 4 Oil & Gas Refining & Marketing names. SUN ranks #2 (20.0% of the industry book) .
All Filings in SUN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $530,155 | 8,160 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $293,233 | 5,595 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $279,805 | 5,595 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $737,130 | 13,755 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $798,614 | 13,755 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $707,557 | 13,755 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $748,889 | 13,951 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $788,789 | 13,951 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $347,054 | 5,791 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $283,469 | 5,791 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||