WHITENER CAPITAL MANAGEMENT, INC. SUN — SUNOCO LP/SUNOCO FIN CORP

Ownership history in WHITENER CAPITAL MANAGEMENT, INC.  ·  8 quarters on record

AI Ownership Summary

WHITENER CAPITAL MANAGEMENT, INC. reported SUNOCO LP/SUNOCO FIN CORP (SUN) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.08% in 2024 Q2. The latest visible filing shows SUN at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WHITENER CAPITAL MANAGEMENT, INC.'s position in SUNOCO LP/SUNOCO FIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SUN was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUN stock page WHITENER CAPITAL MANAGEMENT, INC. fund profile WHITENER CAPITAL MANAGEMENT, INC. full holdings
How WHITENER CAPITAL MANAGEMENT, INC. held SUN — position size vs. price
% of Fund (quarterly)    SUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,307 -231 -5.1% 0.06% $280K 2026-04-16 $63.60
2025 Q4 ADDED — — — 4,538 +3 +0.1% 0.05% $238K 2026-01-23 $55.27
2025 Q3 ADDED — — — 4,535 +25 +0.6% 0.05% $227K 2025-10-15 $49.96
2025 Q2 ADDED — — — 4,510 +10 +0.2% 0.06% $242K 2025-07-14 $50.21
2025 Q1 ADDED — — — 4,500 +4 +0.1% 0.07% $261K 2025-05-01 $52.55
2024 Q4 REDUCED 5.5% +14.6% ❌ 4,496 -264 -5.5% 0.06% $231K 2025-01-15 $48.45
2024 Q3 UNCHANGED — — — 4,760 — 0% 0.07% $256K 2024-10-29 $46.11
2024 Q2 INITIATED — — — 4,760 — — 0.08% $269K 2024-07-17 $51.28

🏢 Other funds also holding SUN

As of 2026 Q1 — sorted by position size

ALPS ADVISORS INC 3Y 7Y 7.54% Fractal Investments LLC 3Y 4.74% INFRASTRUCTURE CAPITAL ADVISORS, LLC 3Y 7Y 4.4% Adams Asset Advisors, LLC 3Y 7Y 4.12% Recurrent Investment Advisors LLC 3Y 4.02% COOPERMAN LEON G 3Y 7Y 3.45% Kercheville Advisors, LLC 3Y 3.2% PARK CIRCLE Co 3Y 7Y 2.19% Barnett & Company, Inc. 3Y 7Y 2.0% Energy Income Partners, LLC 3Y 7Y 1.99%

FAQ About WHITENER CAPITAL MANAGEMENT, INC. and SUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has WHITENER CAPITAL MANAGEMENT, INC. reported owning SUN?

WHITENER CAPITAL MANAGEMENT, INC. reported SUN across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SUN position in WHITENER CAPITAL MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for SUN was 0.08% in 2024 Q2.

What is the latest reported SUN position on this page?

The most recent filing on this page is 2026 Q1, when WHITENER CAPITAL MANAGEMENT, INC. reported 4,307 shares, equal to 0.06% of portfolio, with an estimated market value of $280K.

What does the chart on this SUN ownership page compare?

The chart compares WHITENER CAPITAL MANAGEMENT, INC.'s quarterly SUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WHITENER CAPITAL MANAGEMENT, INC. time their SUN position?

Based on 13F filing dates vs. subsequent SUN price moves, WHITENER CAPITAL MANAGEMENT, INC. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on SUN relative to SPY over the holding period was -2.1%.

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