Willis Investment Counsel’s Sunoco SUN Stock Holding History

Willis Investment Counsel’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	$330K	Hold	4,883	–	–	0.02%	113
2026 Q1	$317K	Hold	4,883	–	–	0.02%	109
2025 Q4	$256K	Hold	4,883	–	–	0.01%	120
2025 Q3	$244K	Hold	4,883	–	–	0.01%	116
2025 Q2	$262K	Hold	4,883	–	–	0.02%	110
2025 Q1	$284K	Hold	4,883	–	–	0.02%	106
2024 Q4	$251K	Hold	4,883	–	–	0.02%	107
2024 Q3	$262K	Hold	4,883	–	–	0.02%	104
2024 Q2	$276K	Hold	4,883	–	–	0.02%	101
2024 Q1	$294K	Hold	4,883	–	–	0.02%	98
2023 Q4	$293K	Hold	4,883	–	–	0.02%	101
2023 Q3	$239K	Hold	4,883	–	–	0.02%	101
2023 Q2	$213K	Hold	4,883	–	–	0.01%	107
2023 Q1	$214K	Hold	4,883	–	–	0.01%	105
2022 Q4	$210K	Buy	+4,883	New	+$206K	0.01%	109

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

Willis Investment Counsel's SUN Position: Q2 2026 in Review

Willis Investment Counsel held its Sunoco (SUN) position steady in Q2 2026 at 4,883 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #113.

Willis Investment Counsel first reported a position in SUN in Q4 2022 and has held it in 15 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Willis Investment Counsel held 4,883 shares of Sunoco worth $330K as of Q2 2026.
Willis Investment Counsel left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.02% of Willis Investment Counsel's portfolio in Q2 2026, its #113 holding.
Willis Investment Counsel first reported a position in Sunoco in Q4 2022 and has held it in 15 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Willis Investment Counsel's 13F filing for Q2 2026, filed 3 Aug 2026.