Whitener Capital Management’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
4,510
+10
+0.2% +$536 0.06% 146
2025
Q1
$261K Buy
4,500
+4
+0.1% +$232 0.07% 138
2024
Q4
$231K Sell
4,496
-264
-6% -$13.6K 0.06% 146
2024
Q3
$256K Hold
4,760
0.07% 138
2024
Q2
$269K Buy
+4,760
New +$269K 0.08% 133