RF
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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
Q2 		– Sell
-200
Closed -$12.8K – 2332
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

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

Rossby Financial's SUN Position: Q2 2026 in Review

Rossby Financial sold out of Sunoco (SUN) in Q2 2026, closing a stake of 200 shares — an estimated $12.8K sold.

Rossby Financial first reported a position in SUN in Q1 2025 and held it in 5 quarters. The position peaked at $12.8K in Q1 2026. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Rossby Financial reported no remaining Sunoco position as of Q2 2026 after selling out during the quarter.
  • Rossby Financial sold 200 Sunoco shares in Q2 2026, an estimated $12.8K.
  • Rossby Financial first reported a position in Sunoco in Q1 2025 and held it in 5 quarters.
  • Rossby Financial's Sunoco position peaked at $12.8K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.