Position in SUN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$332,977
+$12,480 QoQ
Shares Held
4,933
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#173
of 300 holders
Holding Since
Sep 2024
8 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, 2026Garrett Wealth Advisory Group, LLC holds $3,141,229 across 4 Oil & Gas Refining & Marketing names. SUN ranks #3 (10.6% 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 | $332,977 | 4,933 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $320,497 | 4,933 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $258,538 | 4,933 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $246,699 | 4,933 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $264,359 | 4,933 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $286,409 | 4,933 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $253,753 | 4,933 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $264,803 | 4,933 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||