BSC
SUN icon

BOLTON SECURITIES CORPORATION’s Sunoco SUN Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$27.6K Buy
+425
New +$25.8K ﹤0.01% 1374
2025
Q3 		$53.3K Buy
+1,065
New +$55.4K ﹤0.01% 1128
2025
Q1 		$32.5K Buy
+560
New +$31.7K ﹤0.01% 1162

Other funds holding SUN

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Cooperman Leon G
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Recurrent Investment Advisors
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SUN Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Sunoco (SUN) in Q1 2026: 425 shares worth $27.6K. The stake represents ﹤0.01% of the portfolio and ranks #1374 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SUN as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SUN in Q1 2025 and has held it in 3 quarters since. The position peaked at $53.3K in Q3 2025. 298 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 425 shares of Sunoco worth $27.6K as of Q1 2026.
  • Sunoco was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Sunoco made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1374 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Sunoco in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Sunoco position peaked at $53.3K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.