Kayne Anderson Capital Advisors’s Sunoco SUN Stock Holding History

Kayne Anderson Capital 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	–	Sell	-9,431	Closed	-$548K	–	52
2025 Q1	$548K	Hold	9,431	–	–	0.01%	46
2024 Q4	$485K	Hold	9,431	–	–	0.01%	49
2024 Q3	$506K	Sell	9,431 -10,089	-52%	-$547K	0.01%	47
2024 Q2	$1.1M	Buy	19,520 +5,320	+37%	+$290K	0.03%	48
2024 Q1	$856K	Hold	14,200	–	–	0.02%	54
2023 Q4	$851K	Sell	14,200 -2,000	-12%	-$106K	0.03%	63
2023 Q3	$793K	Buy	16,200 +1,300	+9%	+$59K	0.02%	69
2023 Q2	$649K	Hold	14,900	–	–	0.02%	71
2023 Q1	$654K	Hold	14,900	–	–	0.02%	71
2022 Q4	$642K	Hold	14,900	–	–	0.02%	69
2022 Q3	$581K	Hold	14,900	–	–	0.02%	74
2022 Q2	$555K	Hold	14,900	–	–	0.02%	75
2022 Q1	$609K	Hold	14,900	–	–	0.01%	82
2021 Q4	$608K	Hold	14,900	–	–	0.02%	86
2021 Q3	$556K	Hold	14,900	–	–	0.02%	81
2021 Q2	$562K	Hold	14,900	–	–	0.02%	85
2021 Q1	$474K	Hold	14,900	–	–	0.02%	83
2020 Q4	$428K	Hold	14,900	–	–	0.02%	81
2020 Q3	$363K	Hold	14,900	–	–	0.01%	82
2020 Q2	$340K	Hold	14,900	–	–	0.01%	76
2020 Q1	$233K	Hold	14,900	–	–	0.01%	72
2019 Q4	$455K	Hold	14,900	–	–	0.01%	81
2019 Q3	$468K	Hold	14,900	–	–	0.01%	84
2019 Q2	$466K	Hold	14,900	–	–	0.01%	79
2019 Q1	$464K	Hold	14,900	–	–	0.01%	69
2018 Q4	$405K	Hold	14,900	–	–	0.01%	75
2018 Q3	$440K	Hold	14,900	–	–	0.01%	82
2018 Q2	$371K	Hold	14,900	–	–	﹤0.01%	90
2018 Q1	$380K	Hold	14,900	–	–	0.01%	88
2017 Q4	$423K	Hold	14,900	–	–	0.01%	88
2017 Q3	$463K	Sell	14,900 -2,600	-15%	-$81K	0.01%	86
2017 Q2	$535K	Buy	+17,500	New	+$522K	0.01%	76
2016 Q4	–	Sell	-685,508	Closed	-$19.9M	–	105
2016 Q3	$19.9M	Sell	685,508 -750,439	-52%	-$22.6M	0.22%	53
2016 Q2	$43M	Sell	1,435,947 -1,726,948	-55%	-$56.5M	0.48%	40
2016 Q1	$99.8M	Hold	3,162,895	–	–	1.39%	20
2015 Q4	$110M	Buy	+3,162,895	New	+$114M	1.27%	25

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Capital Advisors's SUN Position: Q2 2025 in Review

Kayne Anderson Capital Advisors sold out of Sunoco (SUN) in Q2 2025, closing a stake of 9,431 shares — an estimated $548K sold.

Kayne Anderson Capital Advisors first reported a position in SUN in Q4 2015 and held it in 36 quarters. The position peaked at $110M in Q4 2015. 278 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

Kayne Anderson Capital Advisors reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
Kayne Anderson Capital Advisors sold 9,431 Sunoco shares in Q2 2025, an estimated $548K.
Kayne Anderson Capital Advisors first reported a position in Sunoco in Q4 2015 and held it in 36 quarters.
Kayne Anderson Capital Advisors's Sunoco position peaked at $110M in Q4 2015.
278 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Kayne Anderson Capital Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.