Position in SUN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$246,645
+$9,245 QoQ
Shares Held
3,654
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#211
of 300 holders
Holding Since
Jun 2024
4 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, 2026Wealth Alliance Advisory Group, LLC holds $2,042,894 across 3 Oil & Gas Refining & Marketing names. SUN ranks #3 (12.1% of the industry book) .
All Filings in SUN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,645 | 3,654 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $237,400 | 3,654 | Shares | Sole | 2026-04-09 | |
| 2025-03-31 | $212,151 | 3,654 | Shares | Sole | 2025-04-10 | |
| 2024-06-30 | $206,597 | 3,654 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||