Position in SUN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$295,515
+$11,402 QoQ
Shares Held
4,378
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#187
of 300 holders
Holding Since
Sep 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Founders Financial Alliance, LLC holds $875,292 across 3 Oil & Gas Refining & Marketing names. SUN ranks #2 (33.8% of the industry book) .
All Filings in SUN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,515 | 4,378 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $284,113 | 4,373 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $218,193 | 4,363 | Shares | Sole | 2025-11-07 | |
| 2020-09-30 | $4,634 | 190 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||