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

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Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return