Position in SUN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$40,635
+$1,524 QoQ
Shares Held
602
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#258
of 300 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $339,950 across 3 Oil & Gas Refining & Marketing names. SUN ranks #2 (12.0% of the industry book) .
All Filings in SUN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,635 | 602 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $39,111 | 602 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,550 | 602 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,106 | 602 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $32,261 | 602 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,952 | 602 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,966 | 602 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||