LMKC
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L.M. Kohn & Company’s Sunoco SUN Stock Holding History

L.M. Kohn & Company’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 		$270K Hold
5,400
– – 0.32% 89
2025
Q2 		$289K Hold
5,400
– – 0.08% 212
2025
Q1 		$314K Sell
5,400
-1,000
-16% -$56.6K 0.08% 192
2024
Q4 		$329K Buy
6,400
+200
+3% +$10.6K 0.09% 174
2024
Q3 		$333K Hold
6,200
– – 0.08% 194
2024
Q2 		$351K Sell
6,200
-100
-2% -$5.45K 0.09% 178
2024
Q1 		$380K Hold
6,300
– – 0.11% 173
2023
Q4 		$378K Hold
6,300
– – 0.12% 152
2023
Q3 		$308K Hold
6,300
– – 0.11% 158
2023
Q2 		$274K Buy
+6,300
New +$279K 0.1% 178

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

L.M. Kohn & Company's SUN Position: Q3 2025 in Review

L.M. Kohn & Company held its Sunoco (SUN) position steady in Q3 2025 at 5,400 shares worth $270K. The position accounts for 0.32% of the portfolio, ranked #89.

L.M. Kohn & Company first reported a position in SUN in Q2 2023 and has held it in 10 quarters since. The position peaked at $380K in Q1 2024. 272 funds tracked by Wall St. Rank hold SUN as of Q3 2025.

  • L.M. Kohn & Company held 5,400 shares of Sunoco worth $270K as of Q3 2025.
  • L.M. Kohn & Company left its Sunoco share count unchanged in Q3 2025.
  • Sunoco made up 0.32% of L.M. Kohn & Company's portfolio in Q3 2025, its #89 holding.
  • L.M. Kohn & Company first reported a position in Sunoco in Q2 2023 and has held it in 10 quarters since.
  • L.M. Kohn & Company's Sunoco position peaked at $380K in Q1 2024.
  • 272 funds tracked by Wall St. Rank held Sunoco as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.