Position in SUN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$572,535
+$21,460 QoQ
Shares Held
8,482
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#131
of 299 holders
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $5,393,479 across 4 Oil & Gas Refining & Marketing names. SUN ranks #3 (10.6% of the industry book) .
All Filings in SUN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,535 | 8,482 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $551,075 | 8,482 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $398,053 | 7,595 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $379,825 | 7,595 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $407,016 | 7,595 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||