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Whitener Capital Management’s Sunoco SUN Stock Holding History

Whitener Capital Management’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 		$282K Sell
4,172
-135
-3% -$8.97K 0.06% 160
2026
Q1 		$280K Sell
4,307
-231
-5% -$14K 0.06% 155
2025
Q4 		$238K Buy
4,538
+3
+0.1% +$159 0.05% 154
2025
Q3 		$227K Buy
4,535
+25
+0.6% +$1.3K 0.05% 156
2025
Q2 		$242K Buy
4,510
+10
+0.2% +$552 0.06% 146
2025
Q1 		$261K Buy
4,500
+4
+0.1% +$226 0.07% 138
2024
Q4 		$231K Sell
4,496
-264
-6% -$14K 0.06% 146
2024
Q3 		$256K Hold
4,760
– – 0.07% 138
2024
Q2 		$269K Buy
+4,760
New +$260K 0.08% 133

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whitener Capital Management's SUN Position: Q2 2026 in Review

Whitener Capital Management reduced its Sunoco (SUN) stake by 3.1% in Q2 2026, selling an estimated $8.97K and leaving 4,172 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #160.

Whitener Capital Management first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Whitener Capital Management held 4,172 shares of Sunoco worth $282K as of Q2 2026.
  • Whitener Capital Management sold 135 Sunoco shares in Q2 2026, an estimated $8.97K.
  • Sunoco made up 0.06% of Whitener Capital Management's portfolio in Q2 2026, its #160 holding.
  • Whitener Capital Management first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.