RIA
SUNC

Recurrent Investment Advisors’s SunocoCorp LLC SUNC Stock Holding History

Recurrent Investment Advisors’s Portfolio SUNC Stock Details SUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$948K Buy
15,380
+4,580
+42% +$260K 0.06% 55
2025
Q4 		$532K Buy
+10,800
New +$544K 0.04% 65

Other funds holding SUNC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $2.91B AUM
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Recurrent Investment Advisors's SUNC Position: Q1 2026 in Review

Recurrent Investment Advisors increased its SunocoCorp LLC (SUNC) stake by 42% in Q1 2026, buying an estimated $260K and bringing the position to 15,380 shares worth $948K. The position accounts for 0.06% of the portfolio, ranked #55.

Recurrent Investment Advisors first reported a position in SUNC in Q4 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold SUNC as of Q1 2026.

  • Recurrent Investment Advisors held 15,380 shares of SunocoCorp LLC worth $948K as of Q1 2026.
  • Recurrent Investment Advisors bought 4,580 SunocoCorp LLC shares in Q1 2026, an estimated $260K.
  • SunocoCorp LLC made up 0.06% of Recurrent Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • Recurrent Investment Advisors first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.