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Steel Grove Capital Advisors’s Sunoco SUN Stock Holding History

Steel Grove Capital Advisors’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 		$377K Hold
7,038
– – 0.04% 135
2025
Q1 		$409K Hold
7,038
– – 0.06% 120
2024
Q4 		$362K Hold
7,038
– – 0.05% 127
2024
Q3 		$374K Sell
7,038
-264
-4% -$14K 0.05% 128
2024
Q2 		$413K Buy
+7,302
New +$413K 0.06% 127