Kercheville Advisors’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.26M Buy
154,080
+2
+0% +$107 2.85% 12
2025
Q1
$8.95M Buy
154,078
+1
+0% +$58 3.65% 9
2024
Q4
$7.93M Hold
154,077
3.08% 11
2024
Q3
$8.27M Buy
154,077
+44
+0% +$2.36K 3.49% 10
2024
Q2
$8.71M Buy
+154,033
New +$8.71M 3.78% 7