Bank of America’s Sunoco SUN Stock Holding History

Bank of America’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
2025 Q3	–	Sell	-43,400	Closed	-$2.33M	–	8668
2025 Q2	$2.33M	Buy	+43,400	New	+$2.4M	﹤0.01%	4640
2024 Q1	–	Sell	-42,200	Closed	-$2.53M	–	8169
2023 Q4	$2.53M	Buy	+42,200	New	+$2.24M	﹤0.01%	4172
2018 Q4	–	Sell	-200,000	Closed	-$5.91M	–	7369
2018 Q3	$5.91M	Buy	+200,000	New	+$5.39M	﹤0.01%	3023
2016 Q4	–	Sell	-25,000	Closed	-$725K	–	7295
2016 Q3	$725K	Hold	25,000	–	–	﹤0.01%	4379
2016 Q2	$749K	Buy	+25,000	New	+$818K	﹤0.01%	4386

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $6.36B AUM 17.8% 1-Year Est. Return

CLG

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of America's SUN Position: Q1 2026 in Review

Bank of America increased its Sunoco (SUN) stake by 32% in Q1 2026, buying an estimated $3.01M and bringing the position to 204,609 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Bank of America first reported a position in SUN in Q2 2013 and has held it in 52 quarters since. The position peaked at $109M in Q2 2017. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Bank of America held 204,609 shares of Sunoco worth $13.3M as of Q1 2026.
Bank of America bought 49,589 Sunoco shares in Q1 2026, an estimated $3.01M.
Sunoco made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2736 holding.
Bank of America first reported a position in Sunoco in Q2 2013 and has held it in 52 quarters since.
Bank of America's Sunoco position peaked at $109M in Q2 2017.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.