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 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 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Bessemer Group's SUN Position: Q1 2026 in Review

Bessemer Group held its Sunoco (SUN) position steady in Q1 2026 at 400 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Bessemer Group first reported a position in SUN in Q4 2019 and has held it in 11 quarters since. The position peaked at $13.6M in Q4 2019. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Bessemer Group held 400 shares of Sunoco worth $26K as of Q1 2026.
Bessemer Group left its Sunoco share count unchanged in Q1 2026.
Sunoco made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1864 holding.
Bessemer Group first reported a position in Sunoco in Q4 2019 and has held it in 11 quarters since.
Bessemer Group's Sunoco position peaked at $13.6M in Q4 2019.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.