Kanawha Capital Management’s Sunoco SUN Stock Holding History

Kanawha 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	$257K	Hold	3,800	–	–	0.02%	207
2026 Q1	$247K	Buy	+3,800	New	+$231K	0.02%	203
2025 Q3	–	Sell	-3,800	Closed	-$204K	–	223
2025 Q2	$204K	Hold	3,800	–	–	0.02%	213
2025 Q1	$221K	Buy	+3,800	New	+$215K	0.02%	206
2024 Q4	–	Sell	-3,800	Closed	-$204K	–	221
2024 Q3	$204K	Hold	3,800	–	–	0.01%	227
2024 Q2	$215K	Hold	3,800	–	–	0.02%	222
2024 Q1	$229K	Hold	3,800	–	–	0.02%	209
2023 Q4	$228K	Buy	+3,800	New	+$202K	0.02%	193

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kanawha Capital Management's SUN Position: Q2 2026 in Review

Kanawha Capital Management held its Sunoco (SUN) position steady in Q2 2026 at 3,800 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #207.

Kanawha Capital Management first reported a position in SUN in Q4 2023 and has held it in 8 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Kanawha Capital Management held 3,800 shares of Sunoco worth $257K as of Q2 2026.
Kanawha Capital Management left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.02% of Kanawha Capital Management's portfolio in Q2 2026, its #207 holding.
Kanawha Capital Management first reported a position in Sunoco in Q4 2023 and has held it in 8 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.