Position in SUN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$81,000
+$3,036 QoQ
Shares Held
1,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#245
of 300 holders
Holding Since
Jun 2024
9 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, 2026HHM Wealth Advisors, LLC holds $1,312,671 across 5 Oil & Gas Refining & Marketing names. SUN ranks #4 (6.2% of the industry book) .
All Filings in SUN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,000 | 1,200 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $77,964 | 1,200 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $62,892 | 1,200 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $60,012 | 1,200 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $64,308 | 1,200 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $69,672 | 1,200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $61,728 | 1,200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $64,416 | 1,200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $93,291 | 1,650 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||