Annis Gardner Whiting Capital Advisors, LLC

Position in SUN — Sunoco LP

CIK 1998414 TAMPA, FL

Back to SUN Full portfolio

Position in SUN

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$3,690,296

+$3,648,368 QoQ

Shares Held

56,800

+7000.0% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SUN Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Mar 31, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $6,251,759 across 6 Oil & Gas Refining & Marketing names. SUN ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP This page	56,800	$3,690,296
2	PSX	Phillips 66	8,255	$1,503,895
3	MPC	Marathon Petroleum Corp	3,661	$893,942
4	VLO	Valero Energy Corp/Tx	628	$155,166
5	PARR	Par Pacific Holdings, Inc.	134	$8,393
6	CVI	Cvr Energy Inc	2	$67

All Filings in SUN

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,690,296	56,800	+7000.0%	Shares	Sole	2026-05-06
2025-12-31	$41,928	800	0.0%	Shares	Sole	2026-02-09
2025-09-30	$40,008	800	0.0%	Shares	Sole	2025-11-03
2025-06-30	$42,872	800	0.0%	Shares	Sole	2025-08-11
2025-03-31	$46,448	800	0.0%	Shares	Sole	2025-05-09
2024-12-31	$41,152	800	0.0%	Shares	Sole	2025-02-12
2024-09-30	$42,944	800	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.