Position in SUN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$270,540
-$86,600 QoQ
Shares Held
4,008
-27.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#193
of 300 holders
Holding Since
Dec 2023
6 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, 2026WEALTH ALLIANCE, LLC holds $745,828 across 3 Oil & Gas Refining & Marketing names. SUN ranks #1 (36.3% of the industry book) .
All Filings in SUN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,540 | 4,008 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $357,140 | 5,497 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $290,141 | 5,536 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $277,555 | 5,550 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $298,013 | 5,561 | Shares | Defined | 2025-08-08 | |
| 2023-12-31 | $227,014 | 3,788 | Shares | Defined | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||