SALEM INVESTMENT COUNSELORS INC

Position in SUN — Sunoco LP

CIK 884423 WINSTON-SALEM, NC

Position in SUN

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$179,955

+$6,745 QoQ

Shares Held

2,666

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#235

of 300 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Energy · as of Jun 30, 2026

SALEM INVESTMENT COUNSELORS INC holds $9,055,905 across 5 Oil & Gas Refining & Marketing names. SUN ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	44,525	$7,526,951
2	MPC	Marathon Petroleum Corp	4,122	$1,053,871
3	VLO	Valero Energy Corp/Tx	1,129	$294,036
4	SUN	Sunoco LP This page	2,666	$179,955
5	PBF	PBF Energy Inc.	24	$1,092

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179,955	2,666	0.0%	Shares	Sole	2026-07-14
2026-03-31	$173,210	2,666	0.0%	Shares	Sole	2026-04-29
2025-09-30	$133,326	2,666	0.0%	Shares	Sole	2025-10-07
2025-06-30	$142,870	2,666	0.0%	Shares	Sole	2025-07-08
2025-03-31	$154,787	2,666	0.0%	Shares	Sole	2025-04-16
2024-12-31	$137,139	2,666	0.0%	Shares	Sole	2025-01-13
2024-09-30	$143,110	2,666	0.0%	Shares	Sole	2024-10-15
2024-06-30	$150,735	2,666	0.0%	Shares	Sole	2024-07-11
2024-03-31	$160,733	2,666	0.0%	Shares	Sole	2024-04-11
2023-12-31	$159,773	2,666	0.0%	Shares	Sole	2024-01-16
2023-09-30	$130,500	2,666	0.0%	Shares	Sole	2023-10-04
2023-06-30	$116,130	2,666	0.0%	Shares	Sole	2023-07-19
2023-03-31	$117,010	2,666	+31.7%	Shares	Sole	2023-05-11
2022-12-31	$87,234	2,024	0.0%	Shares	Sole	2023-02-15
2022-09-30	$78,875	2,024	0.0%	Shares	Sole	2022-11-09
2022-06-30	$75,394	2,024	0.0%	Shares	Sole	2022-08-17
2022-03-31	$82,660	2,024	-45.6%	Shares	Sole	2022-05-16
2021-12-31	$152,050	3,724	+178.3%	Shares	Sole	2022-02-15
2021-09-30	$49,934	1,338	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.