Position in SUN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,425
+$409 QoQ
Shares Held
110
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#284
of 300 holders
Holding Since
Dec 2025
3 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, 2026Basepoint Wealth LLC holds $804,603 across 4 Oil & Gas Refining & Marketing names. SUN ranks #4 (0.9% of the industry book) .
All Filings in SUN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,425 | 110 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,016 | 108 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,555 | 106 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||