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Rothwell Investment Advisors, LLC’s Sunoco SUN Stock Holding History

Rothwell Investment Advisors, LLC’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
2026
Q3 		$42K Buy
+576
New +$42.9K 0.02% 464

Other funds holding SUN

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SUN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Sunoco (SUN) in Q3 2026: 576 shares worth $42K. The stake represents 0.02% of the portfolio and ranks #464 among its holdings.

154 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 576 shares of Sunoco worth $42K as of Q3 2026.
  • Sunoco was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Sunoco made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #464 holding.
  • 154 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.