Position in SUN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$256,837
+$11,901 QoQ
Shares Held
3,805
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#197
of 299 holders
Holding Since
Mar 2025
3 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, 2026MONECO ADVISORS, LLC holds $2,665,135 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (9.6% of the industry book) .
All Filings in SUN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,837 | 3,805 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $244,936 | 3,770 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $220,569 | 3,799 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||