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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
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 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Kercheville Advisors's SUN Position: Q1 2026 in Review

Kercheville Advisors increased its Sunoco (SUN) stake by 0% in Q1 2026, buying an estimated $121 and bringing the position to 154,085 shares worth $10M. The position accounts for 3.2% of the portfolio, ranked #11.

Kercheville Advisors first reported a position in SUN in Q2 2024 and has held it in 8 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Kercheville Advisors held 154,085 shares of Sunoco worth $10M as of Q1 2026.
  • Kercheville Advisors bought 2 Sunoco shares in Q1 2026, an estimated $121.
  • Sunoco made up 3.2% of Kercheville Advisors's portfolio in Q1 2026, its #11 holding.
  • Kercheville Advisors first reported a position in Sunoco in Q2 2024 and has held it in 8 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.