KG
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Kieckhefer Group’s Sunoco SUN Stock Holding History

Kieckhefer Group’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
Q1 		– Sell
-2,500
Closed -$129K – 120
2024
Q4 		$129K Buy
+2,500
New +$132K 0.08% 55

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kieckhefer Group's SUN Position: Q1 2025 in Review

Kieckhefer Group sold out of Sunoco (SUN) in Q1 2025, closing a stake of 2,500 shares — an estimated $129K sold.

Kieckhefer Group first reported a position in SUN in Q4 2024 and held it in 1 quarter. The position peaked at $129K in Q4 2024. 289 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

  • Kieckhefer Group reported no remaining Sunoco position as of Q1 2025 after selling out during the quarter.
  • Kieckhefer Group sold 2,500 Sunoco shares in Q1 2025, an estimated $129K.
  • Kieckhefer Group first reported a position in Sunoco in Q4 2024 and held it in 1 quarter.
  • Kieckhefer Group's Sunoco position peaked at $129K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on Kieckhefer Group's 13F filing for Q1 2025, filed 25 Apr 2025.