Chickasaw Capital Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.74M | Buy |
144,429
+6,429
| +5% | +$345K | 0.31% | 25 |
|
|
2025
Q1 | $8.01M | Buy |
138,000
+61,000
| +79% | +$3.54M | 0.31% | 22 |
|
|
2024
Q4 | $3.96M | Buy |
77,000
+13,600
| +21% | +$700K | 0.16% | 31 |
|
|
2024
Q3 | $3.4M | Buy |
63,400
+5,800
| +10% | +$311K | 0.15% | 33 |
|
|
2024
Q2 | $3.26M | Buy |
+57,600
| New | +$3.26M | 0.14% | 31 |
|
|
2015
Q4 | – | Sell |
-27,076
| Closed | -$917K | – | 103 |
|
|
2015
Q3 | $917K | Buy |
+27,076
| New | +$917K | 0.04% | 63 |
|