Rockefeller Capital Management
SUN icon

Rockefeller Capital Management’s Sunoco SUN Stock Holding History

Rockefeller Capital Management’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 		$1.88M Buy
28,970
+3,614
+14% +$219K ﹤0.01% 1330
2025
Q4 		$1.33M Buy
25,356
+6,722
+36% +$355K ﹤0.01% 1426
2025
Q3 		$932K Buy
18,634
+3,658
+24% +$190K ﹤0.01% 1452
2025
Q2 		$803K Buy
14,976
+1,739
+13% +$96K ﹤0.01% 1401
2025
Q1 		$769K Buy
13,237
+1,947
+17% +$110K ﹤0.01% 1351
2024
Q4 		$581K Sell
11,290
-499
-4% -$26.4K ﹤0.01% 1428
2024
Q3 		$633K Buy
11,789
+1,613
+16% +$87.5K ﹤0.01% 1367
2024
Q2 		$575K Buy
+10,176
New +$555K ﹤0.01% 1392
2022
Q4 		– Sell
-226
Closed -$8K – 4195
2022
Q3 		$8K Buy
226
+4
+2% +$157 ﹤0.01% 3195
2022
Q2 		$8K Buy
222
+5
+2% +$203 ﹤0.01% 3254
2022
Q1 		$8K Buy
217
+4
+2% +$170 ﹤0.01% 3179
2021
Q4 		$8K Buy
213
+4
+2% +$159 ﹤0.01% 3103
2021
Q3 		$7K Buy
209
+5
+2% +$186 ﹤0.01% 3059
2021
Q2 		$7K Buy
+204
New +$7.24K ﹤0.01% 2934
2020
Q1 		– Sell
-510
Closed -$16K – 2479
2019
Q4 		$16K Buy
+510
New +$16.1K ﹤0.01% 1472

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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

Rockefeller Capital Management's SUN Position: Q1 2026 in Review

Rockefeller Capital Management increased its Sunoco (SUN) stake by 14% in Q1 2026, buying an estimated $219K and bringing the position to 28,970 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Rockefeller Capital Management first reported a position in SUN in Q4 2019 and has held it in 15 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Rockefeller Capital Management held 28,970 shares of Sunoco worth $1.88M as of Q1 2026.
  • Rockefeller Capital Management bought 3,614 Sunoco shares in Q1 2026, an estimated $219K.
  • Sunoco made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1330 holding.
  • Rockefeller Capital Management first reported a position in Sunoco in Q4 2019 and has held it in 15 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.