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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,798
Closed -$632K – 1480
2025
Q2 		$632K Hold
11,798
– – ﹤0.01% 910
2025
Q1 		$685K Sell
11,798
-2,801
-19% -$159K ﹤0.01% 831
2024
Q4 		$751K Hold
14,599
– – ﹤0.01% 790
2024
Q3 		$784K Buy
+14,599
New +$792K 0.01% 682

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