Rossby Financial’s Sunoco SUN Stock Holding History

Rossby Financial’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	$12.8K	Hold	200	–	–	﹤0.01%	1167
2025 Q4	$10.5K	Hold	200	–	–	﹤0.01%	913
2025 Q3	$10.1K	Hold	200	–	–	﹤0.01%	856
2025 Q2	$10.7K	Hold	200	–	–	﹤0.01%	773
2025 Q1	$11.8K	Buy	+200	New	+$11.3K	0.01%	692

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

Rossby Financial's SUN Position: Q1 2026 in Review

Rossby Financial held its Sunoco (SUN) position steady in Q1 2026 at 200 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Rossby Financial first reported a position in SUN in Q1 2025 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Rossby Financial held 200 shares of Sunoco worth $12.8K as of Q1 2026.
Rossby Financial left its Sunoco share count unchanged in Q1 2026.
Sunoco made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1167 holding.
Rossby Financial first reported a position in Sunoco in Q1 2025 and has held it in 5 quarters since.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.