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
Q2 		$1.95M Sell
28,856
-114
-0.4% -$7.58K ﹤0.01% 1389
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 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management's SUN Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Sunoco (SUN) stake by 0.39% in Q2 2026, selling an estimated $7.58K and leaving 28,856 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Rockefeller Capital Management first reported a position in SUN in Q4 2019 and has held it in 16 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Rockefeller Capital Management held 28,856 shares of Sunoco worth $1.95M as of Q2 2026.
  • Rockefeller Capital Management sold 114 Sunoco shares in Q2 2026, an estimated $7.58K.
  • Sunoco made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1389 holding.
  • Rockefeller Capital Management first reported a position in Sunoco in Q4 2019 and has held it in 16 quarters since.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.