Position in SUN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,750
+$1,265 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#262
of 300 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $36,188 across 3 Oil & Gas Refining & Marketing names. SUN ranks #1 (93.3% of the industry book) .
All Filings in SUN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,750 | 500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $32,485 | 500 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $26,205 | 500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $25,005 | 500 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $26,795 | 500 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $29,030 | 500 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $25,720 | 500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $26,840 | 500 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $28,270 | 500 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $30,145 | 500 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $29,965 | 500 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $24,475 | 500 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||