Position in SUN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$22,275
+$835 QoQ
Shares Held
330
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#266
of 299 holders
Holding Since
Jun 2023
13 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $6,469,406 across 5 Oil & Gas Refining & Marketing names. SUN ranks #4 (0.3% of the industry book) .
All Filings in SUN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,275 | 330 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $21,440 | 330 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,295 | 330 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,503 | 330 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $17,684 | 330 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $19,159 | 330 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $16,975 | 330 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $17,714 | 330 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $18,658 | 330 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $19,895 | 330 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $19,776 | 330 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,153 | 330 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $14,374 | 330 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||