Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Sunoco SUN Stock Holding History

Kovitz Investment Group Partners’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$632K Hold
11,798
– – ﹤0.01% 908
2025
Q1 		$685K Sell
11,798
-2,801
-19% -$163K ﹤0.01% 826
2024
Q4 		$751K Hold
14,599
– – ﹤0.01% 787
2024
Q3 		$784K Buy
+14,599
New +$784K 0.01% 680