Bank of America
SUN icon

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
2024
Q2 		– Sell
-13,900
Closed -$838K – 8405
2024
Q1 		$838K Sell
13,900
-47,500
-77% -$2.87M ﹤0.01% 5045
2023
Q4 		$3.68M Buy
+61,400
New +$3.27M ﹤0.01% 3809

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $6.36B AUM 17.8% 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 $1.81T AUM 41.13% 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

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.