Position in SUN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$325,080
+$8,872 QoQ
Shares Held
4,816
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#177
of 300 holders
Holding Since
Jun 2025
5 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, 2026Cornerstone Planning Group LLC holds $415,204 across 5 Oil & Gas Refining & Marketing names. SUN ranks #1 (78.3% of the industry book) .
All Filings in SUN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,080 | 4,816 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $316,208 | 4,867 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $259,796 | 4,957 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,900 | 58 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $48,713 | 909 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||