Position in SUN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$521,302
-$4,500 QoQ
Shares Held
7,723
-4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#138
of 300 holders
Holding Since
Mar 2024
10 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, 2026United Advisor Group, LLC holds $1,159,835 across 3 Oil & Gas Refining & Marketing names. SUN ranks #1 (44.9% of the industry book) .
All Filings in SUN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,302 | 7,723 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $525,802 | 8,093 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $424,154 | 8,093 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $404,730 | 8,093 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $433,703 | 8,093 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $434,230 | 7,479 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $366,664 | 7,128 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $459,715 | 8,564 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $484,208 | 8,564 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $520,362 | 8,631 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||