Annis Gardner Whiting Capital Advisors’s Sunoco SUN Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$3.83M	Hold	56,800	–	–	0.58%	27
2026 Q1	$3.69M	Buy	56,800 +56,000	+7,000%	+$3.4M	0.59%	23
2025 Q4	$41.9K	Hold	800	–	–	0.01%	552
2025 Q3	$40K	Hold	800	–	–	0.01%	527
2025 Q2	$42.9K	Hold	800	–	–	0.01%	444
2025 Q1	$46.4K	Hold	800	–	–	0.02%	355
2024 Q4	$41.2K	Hold	800	–	–	0.01%	369
2024 Q3	$42.9K	Buy	+800	New	+$43.4K	0.01%	382

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

Annis Gardner Whiting Capital Advisors's SUN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors held its Sunoco (SUN) position steady in Q2 2026 at 56,800 shares worth $3.83M. The position accounts for 0.58% of the portfolio, ranked #27.

Annis Gardner Whiting Capital Advisors first reported a position in SUN in Q3 2024 and has held it in 8 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 56,800 shares of Sunoco worth $3.83M as of Q2 2026.
Annis Gardner Whiting Capital Advisors left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.58% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #27 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Sunoco in Q3 2024 and has held it in 8 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.