Crescent Grove Advisors’s Sunoco SUN Stock Holding History

Crescent Grove Advisors’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
2025 Q2	$2.33M	Buy
2025 Q1	$1.5M	Buy
2024 Q4	–	Sell
2024 Q3	$1.17M	Buy
2024 Q2	$541K	Buy
2024 Q1	–	Sell
2023 Q4	$467K	Sell
2023 Q3	$733K	Buy
2023 Q2	$274K	Buy