WCM
PEO

Whitener Capital Management’s Adams Natural Resources Fund PEO Stock Holding History

Whitener Capital Management’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.24M Buy
90,616
+1,112
+1% +$28.9K 0.47% 47
2026
Q1 		$2.49M Buy
89,504
+1,958
+2% +$49.5K 0.57% 43
2025
Q4 		$1.9M Buy
87,546
+10,057
+13% +$216K 0.43% 50
2025
Q3 		$1.67M Buy
77,489
+987
+1% +$21.3K 0.4% 56
2025
Q2 		$1.63M Sell
76,502
-213
-0.3% -$4.39K 0.43% 54
2025
Q1 		$1.75M Buy
76,715
+3,848
+5% +$86.2K 0.5% 49
2024
Q4 		$1.58M Sell
72,867
-4,550
-6% -$104K 0.44% 51
2024
Q3 		$1.73M Buy
77,417
+551
+0.7% +$12.3K 0.49% 47
2024
Q2 		$1.75M Buy
76,866
+2,799
+4% +$62.9K 0.53% 44
2024
Q1 		$1.64M Buy
74,067
+1,852
+3% +$37.8K 0.54% 44
2023
Q4 		$1.43M Buy
72,215
+456
+0.6% +$9.33K 0.52% 45
2023
Q3 		$1.6M Buy
71,759
+1,567
+2% +$33.9K 0.64% 39
2023
Q2 		$1.41M Buy
70,192
+5,361
+8% +$105K 0.54% 46
2023
Q1 		$1.28M Sell
64,831
-846
-1% -$17.4K 0.54% 46
2022
Q4 		$1.38M Sell
65,677
-1,161
-2% -$24.9K 0.6% 46
2022
Q3 		$1.25M Buy
66,838
+4,430
+7% +$87.5K 0.59% 45
2022
Q2 		$1.17M Sell
62,408
-564
-0.9% -$11.8K 0.53% 46
2022
Q1 		$1.27M Buy
62,972
+1,473
+2% +$27.4K 0.48% 50
2021
Q4 		$977K Buy
61,499
+4,839
+9% +$77.8K 0.35% 66
2021
Q3 		$619K Sell
56,660
-3,398
-6% -$49.5K 0.28% 72
2021
Q2 		$936K Buy
60,058
+161
+0.3% +$2.43K 0.37% 63
2021
Q1 		$847K Buy
59,897
+3,237
+6% +$42.3K 0.37% 66
2020
Q4 		$619K Buy
56,660
+9,395
+20% +$96.4K 0.28% 73
2020
Q3 		$444K Buy
47,265
+1,165
+3% +$12.7K 0.21% 81
2020
Q2 		$503K Buy
46,100
+3,232
+8% +$33.1K 0.26% 74
2020
Q1 		$341K Buy
42,868
+10,187
+31% +$130K 0.22% 83
2019
Q4 		$517K Buy
32,681
+5,717
+21% +$87.4K 0.27% 81
2019
Q3 		$410K Buy
26,964
+4,116
+18% +$62.6K 0.23% 87
2019
Q2 		$363K Buy
22,848
+6,871
+43% +$109K 0.21% 94
2019
Q1 		$257K Buy
15,977
+1,081
+7% +$16.9K 0.17% 101
2018
Q4 		$208K Buy
14,896
+5,655
+61% +$93.8K 0.15% 112
2018
Q3 		$177K Buy
+9,241
New +$176K 0.12% 133

Other funds holding PEO

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BC
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WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return