Position in SUN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$27,405
+$1,028 QoQ
Shares Held
406
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 300 holders
Holding Since
Mar 2025
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, 2026Private Wealth Asset Management, LLC holds $711,983 across 5 Oil & Gas Refining & Marketing names. SUN ranks #4 (3.8% 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 | $27,405 | 406 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $26,377 | 406 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,278 | 406 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,304 | 406 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $21,757 | 406 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,572 | 406 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||