Position in SUN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,967
+$711 QoQ
Shares Held
281
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#270
of 300 holders
Holding Since
Jun 2024
9 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $321,798 across 4 Oil & Gas Refining & Marketing names. SUN ranks #3 (5.9% of the industry book) .
All Filings in SUN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,967 | 281 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $18,256 | 281 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,727 | 281 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $14,052 | 281 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $13,986 | 261 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $15,153 | 261 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,425 | 261 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,010 | 261 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,756 | 261 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||