WhitTier Trust Company’s Sunoco SUN Stock Holding History

WhitTier Trust Company’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	$50.2K	Sell	730 -50,000	-99%	-$3.32M	﹤0.01%	738
2026 Q1	$3.27M	Hold	50,730	–	–	0.07%	192
2025 Q4	$2.67M	Hold	50,730	–	–	0.06%	206
2025 Q3	$2.57M	Buy	50,730 +379	+0.8%	+$19.7K	0.05%	208
2025 Q2	$2.7M	Sell	50,351 -21,823	-30%	-$1.2M	0.06%	214
2025 Q1	$4.19M	Buy	72,174 +174	+0.2%	+$9.85K	0.11%	169
2024 Q4	$3.7M	Buy	+72,000	New	+$3.81M	0.09%	174
2017 Q4	–	Sell	-100	Closed	-$3K	–	1006
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	931
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	868
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	901
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	917
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	855
2016 Q2	$3K	Buy	+100	New	+$3.27K	﹤0.01%	857

Other funds holding SUN

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WhitTier Trust Company's SUN Position: Q2 2026 in Review

WhitTier Trust Company reduced its Sunoco (SUN) stake by 99% in Q2 2026, selling an estimated $3.32M and leaving 730 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

WhitTier Trust Company first reported a position in SUN in Q2 2016 and has held it in 13 quarters since. The position peaked at $4.19M in Q1 2025. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

WhitTier Trust Company held 730 shares of Sunoco worth $50.2K as of Q2 2026.
WhitTier Trust Company sold 50,000 Sunoco shares in Q2 2026, an estimated $3.32M.
Sunoco made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #738 holding.
WhitTier Trust Company first reported a position in Sunoco in Q2 2016 and has held it in 13 quarters since.
WhitTier Trust Company's Sunoco position peaked at $4.19M in Q1 2025.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.