Bessemer Group’s Sunoco SUN Stock Holding History

Bessemer Group’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 Q2	$27K	Hold	400	–	–	﹤0.01%	1899
2026 Q1	$26K	Hold	400	–	–	﹤0.01%	1864
2025 Q4	$21K	Hold	400	–	–	﹤0.01%	1872
2025 Q3	$20K	Sell	400 -960	-71%	-$49.9K	﹤0.01%	1699
2025 Q2	$72K	Buy	1,360 +400	+42%	+$22.1K	﹤0.01%	1271
2025 Q1	$56K	Hold	960	–	–	﹤0.01%	1293
2024 Q4	$49K	Hold	960	–	–	﹤0.01%	1296
2024 Q3	$52K	Sell	960 -182	-16%	-$9.87K	﹤0.01%	1381
2024 Q2	$65K	Buy	+1,142	New	+$62.3K	﹤0.01%	1235
2024 Q1	–	Sell	-2,550	Closed	-$153K	–	2193
2023 Q4	$153K	Buy	+2,550	New	+$136K	﹤0.01%	1100
2020 Q2	–	Sell	-2,130	Closed	-$33K	–	1795
2020 Q1	$33K	Sell	2,130 -441,150	-100%	-$11.8M	﹤0.01%	1286
2019 Q4	$13.6M	Buy	+443,280	New	+$14M	0.04%	240

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group's SUN Position: Q2 2026 in Review

Bessemer Group held its Sunoco (SUN) position steady in Q2 2026 at 400 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Bessemer Group first reported a position in SUN in Q4 2019 and has held it in 12 quarters since. The position peaked at $13.6M in Q4 2019. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Bessemer Group held 400 shares of Sunoco worth $27K as of Q2 2026.
Bessemer Group left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1899 holding.
Bessemer Group first reported a position in Sunoco in Q4 2019 and has held it in 12 quarters since.
Bessemer Group's Sunoco position peaked at $13.6M in Q4 2019.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.