Position in SUN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,297,069
+$412,143 QoQ
Shares Held
81,531
-12.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Summit Financial, LLC holds $10,005,226 across 4 Oil & Gas Refining & Marketing names. SUN ranks #1 (52.9% of the industry book) .
All Filings in SUN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,297,069 | 81,531 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,884,926 | 93,206 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,659,931 | 93,180 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,993,569 | 93,181 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,410,030 | 93,180 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,932,485 | 76,448 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,823,948 | 71,236 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||