Bank of New York Mellon’s Sunoco SUN Stock Holding History

Bank of New York Mellon’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	$532K	Sell	7,887 -2,139	-21%	-$142K	﹤0.01%	3724
2026 Q1	$651K	Buy	10,026 +4,084	+69%	+$248K	﹤0.01%	3464
2025 Q4	$311K	Sell	5,942 -1,898	-24%	-$100K	﹤0.01%	3838
2025 Q3	$392K	Buy	7,840 +2,921	+59%	+$152K	﹤0.01%	3734
2025 Q2	$264K	Buy	4,919 +641	+15%	+$35.4K	﹤0.01%	3860
2025 Q1	$248K	Buy	+4,278	New	+$242K	﹤0.01%	3782

Other funds holding SUN

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Bank of New York Mellon's SUN Position: Q2 2026 in Review

Bank of New York Mellon reduced its Sunoco (SUN) stake by 21% in Q2 2026, selling an estimated $142K and leaving 7,887 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #3724.

Bank of New York Mellon first reported a position in SUN in Q1 2025 and has held it in 6 quarters since. The position peaked at $651K in Q1 2026. 194 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Bank of New York Mellon held 7,887 shares of Sunoco worth $532K as of Q2 2026.
Bank of New York Mellon sold 2,139 Sunoco shares in Q2 2026, an estimated $142K.
Sunoco made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3724 holding.
Bank of New York Mellon first reported a position in Sunoco in Q1 2025 and has held it in 6 quarters since.
Bank of New York Mellon's Sunoco position peaked at $651K in Q1 2026.
194 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.