Position in SUN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$435,375
+$110,525 QoQ
Shares Held
6,450
+29.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#153
of 300 holders
Holding Since
Sep 2025
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, 2026Ulland Investment Advisors, LLC holds $458,385 across 2 Oil & Gas Refining & Marketing names. SUN ranks #1 (95.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUN |
Sunoco LP
This page
|
6,450 | $435,375 | |
| 2 | MPC |
Marathon Petroleum Corp
|
90 | $23,010 |
All Filings in SUN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,375 | 6,450 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $324,850 | 5,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $262,050 | 5,000 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $100,020 | 2,000 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||