Position in SUN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,217
+$458 QoQ
Shares Held
181
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#277
of 300 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $160,120 across 4 Oil & Gas Refining & Marketing names. SUN ranks #3 (7.6% 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 | $12,217 | 181 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,759 | 181 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,486 | 181 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,051 | 181 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,699 | 181 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $10,508 | 181 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||