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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
Q2 		$1.76M Buy
26,080
+10,700
+70% +$701K 0.11% 46
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 $2.3T AUM 54.33% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $3.31B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Recurrent Investment Advisors's SUNC Position: Q2 2026 in Review

Recurrent Investment Advisors increased its SunocoCorp LLC (SUNC) stake by 70% in Q2 2026, buying an estimated $701K and bringing the position to 26,080 shares worth $1.76M. The position accounts for 0.11% of the portfolio, ranked #46.

Recurrent Investment Advisors first reported a position in SUNC in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold SUNC as of Q2 2026.

  • Recurrent Investment Advisors held 26,080 shares of SunocoCorp LLC worth $1.76M as of Q2 2026.
  • Recurrent Investment Advisors bought 10,700 SunocoCorp LLC shares in Q2 2026, an estimated $701K.
  • SunocoCorp LLC made up 0.11% of Recurrent Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Recurrent Investment Advisors first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.