KA
NS

Kercheville Advisors’s NuStar Energy L.P. NS Stock Holding History

Kercheville Advisors’s Portfolio NS Stock Details NS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-385,084
Closed -$8.96M – 92
2024
Q1 		$8.96M Sell
385,084
-442
-0.1% -$9.77K 4.23% 6
2023
Q4 		$7.2M Sell
385,526
-4,995
-1% -$89.2K 4.05% 6
2023
Q3 		$6.81M Buy
390,521
+5,005
+1% +$85.3K 4.32% 6
2023
Q2 		$6.61M Buy
385,516
+6
+0% +$98 4% 7
2023
Q1 		$6.03M Sell
385,510
-153
-0% -$2.49K 4.13% 7
2022
Q4 		$6.17M Sell
385,663
-3,995
-1% -$62.1K 4.26% 6
2022
Q3 		$5.26M Sell
389,658
-994
-0.3% -$14.9K 5.38% 6
2022
Q2 		$5.47M Sell
390,652
-442
-0.1% -$6.66K 3.59% 10
2022
Q1 		$5.64M Sell
391,094
-634
-0.2% -$10.2K 2.67% 11
2021
Q4 		$6.22M Buy
391,728
+5
+0% +$78 2.71% 10
2021
Q3 		$6.17M Buy
391,723
+29,664
+8% +$488K 2.92% 10
2021
Q2 		$6.54M Buy
362,059
+5,844
+2% +$108K 3.03% 7
2021
Q1 		$6.09M Sell
356,215
-496
-0.1% -$8.43K 3.05% 5
2020
Q4 		$5.14M Buy
+356,711
New +$4.57M 2.8% 8

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Kercheville Advisors's NS Position: Q2 2024 in Review

Kercheville Advisors sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 385,084 shares — an estimated $8.96M sold.

Kercheville Advisors first reported a position in NS in Q4 2020 and held it in 14 quarters. The position peaked at $8.96M in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Kercheville Advisors reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Kercheville Advisors sold 385,084 NuStar Energy L.P. shares in Q2 2024, an estimated $8.96M.
  • Kercheville Advisors first reported a position in NuStar Energy L.P. in Q4 2020 and held it in 14 quarters.
  • Kercheville Advisors's NuStar Energy L.P. position peaked at $8.96M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Kercheville Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.