Chickasaw Capital Management’s Sunoco SUN Stock Holding History

Chickasaw Capital Management’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13M	Sell	192,465 -10,628	-5%	-$706K	0.47%	20
2026 Q1	$13.2M	Sell	203,093 -24,205	-11%	-$1.47M	0.47%	19
2025 Q4	$11.9M	Sell	227,298 -1,131	-0.5%	-$59.8K	0.49%	22
2025 Q3	$11.4M	Buy	228,429 +84,000	+58%	+$4.37M	0.47%	22
2025 Q2	$7.74M	Buy	144,429 +6,429	+5%	+$355K	0.31%	25
2025 Q1	$8.01M	Buy	138,000 +61,000	+79%	+$3.45M	0.31%	22
2024 Q4	$3.96M	Buy	77,000 +13,600	+21%	+$719K	0.16%	31
2024 Q3	$3.4M	Buy	63,400 +5,800	+10%	+$315K	0.15%	33
2024 Q2	$3.26M	Buy	+57,600	New	+$3.14M	0.14%	31
2015 Q4	–	Sell	-27,076	Closed	-$917K	–	103
2015 Q3	$917K	Buy	+27,076	New	+$1.04M	0.04%	63

Other funds holding SUN

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return