Position in SUN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,834,000
+$143,704 QoQ
Shares Held
56,800
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#49
of 300 holders
Holding Since
Sep 2024
8 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $5,984,063 across 3 Oil & Gas Refining & Marketing names. SUN ranks #1 (64.1% of the industry book) .
All Filings in SUN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,834,000 | 56,800 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,690,296 | 56,800 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $41,928 | 800 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $40,008 | 800 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $42,872 | 800 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $46,448 | 800 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $41,152 | 800 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $42,944 | 800 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||