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SUN icon

BOK Financial’s Sunoco SUN Stock Holding History

BOK 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 		$822K Hold
12,183
– – 0.01% 465
2026
Q1 		$792K Hold
12,183
– – 0.01% 462
2025
Q4 		$639K Hold
12,183
– – 0.01% 490
2025
Q3 		$609K Sell
12,183
-110
-0.9% -$5.72K 0.01% 531
2025
Q2 		$659K Hold
12,293
– – 0.01% 513
2025
Q1 		$714K Buy
12,293
+3,300
+37% +$187K 0.01% 482
2024
Q4 		$461K Hold
8,993
– – 0.01% 587
2024
Q3 		$477K Hold
8,993
– – 0.01% 584
2024
Q2 		$508K Buy
+8,993
New +$490K 0.01% 603
2023
Q3 		– Sell
-200
Closed -$8.71K – 1269
2023
Q2 		$8.71K Hold
200
– – ﹤0.01% 934
2023
Q1 		$8.78K Buy
+200
New +$9.01K ﹤0.01% 1003

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

BOK Financial's SUN Position: Q2 2026 in Review

BOK Financial held its Sunoco (SUN) position steady in Q2 2026 at 12,183 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #465.

BOK Financial first reported a position in SUN in Q1 2023 and has held it in 11 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • BOK Financial held 12,183 shares of Sunoco worth $822K as of Q2 2026.
  • BOK Financial left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up 0.01% of BOK Financial's portfolio in Q2 2026, its #465 holding.
  • BOK Financial first reported a position in Sunoco in Q1 2023 and has held it in 11 quarters since.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.