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Kercheville Advisors’s Sunoco SUN Stock Holding History

Kercheville Advisors’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7M Buy
159,086
+5,001
+3% +$332K 3.27% 7
2026
Q1 		$10M Buy
154,085
+2
+0% +$121 3.2% 11
2025
Q4 		$8.78M Buy
154,083
+1
+0% +$53 2.3% 12
2025
Q3 		$7.71M Buy
154,082
+2
+0% +$104 2.33% 15
2025
Q2 		$8.26M Buy
154,080
+2
+0% +$110 2.85% 12
2025
Q1 		$8.95M Buy
154,078
+1
+0% +$57 3.65% 9
2024
Q4 		$7.93M Hold
154,077
– – 3.08% 11
2024
Q3 		$8.27M Buy
154,077
+44
+0% +$2.39K 3.49% 10
2024
Q2 		$8.71M Buy
+154,033
New +$8.4M 3.78% 7

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kercheville Advisors's SUN Position: Q2 2026 in Review

Kercheville Advisors increased its Sunoco (SUN) stake by 3.2% in Q2 2026, buying an estimated $332K and bringing the position to 159,086 shares worth $10.7M. The position accounts for 3.27% of the portfolio, ranked #7.

Kercheville Advisors first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Kercheville Advisors held 159,086 shares of Sunoco worth $10.7M as of Q2 2026.
  • Kercheville Advisors bought 5,001 Sunoco shares in Q2 2026, an estimated $332K.
  • Sunoco made up 3.27% of Kercheville Advisors's portfolio in Q2 2026, its #7 holding.
  • Kercheville Advisors first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.