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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Kovitz Investment Group Partners's SUN Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Sunoco (SUN) in Q3 2025, closing a stake of 11,798 shares — an estimated $632K sold.

Kovitz Investment Group Partners first reported a position in SUN in Q3 2024 and held it in 4 quarters. The position peaked at $784K in Q3 2024. 272 funds tracked by Wall St. Rank hold SUN as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Sunoco position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,798 Sunoco shares in Q3 2025, an estimated $632K.
  • Kovitz Investment Group Partners first reported a position in Sunoco in Q3 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Sunoco position peaked at $784K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Sunoco as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.