Sovereign Investment Advisors’s NuStar Energy L.P. NS Stock Holding History

Sovereign Investment Advisors’s Portfolio NS Stock Details NS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-108,805	Closed	-$2.03M	–	36
2024 Q2	$2.03M	Hold	108,805	–	–	0.76%	27
2024 Q1	$2.53M	Hold	108,805	–	–	0.87%	26
2023 Q4	$2.03M	Hold	108,805	–	–	0.76%	27
2023 Q3	$1.9M	Hold	108,805	–	–	0.74%	27
2023 Q2	$1.86M	Hold	108,805	–	–	0.7%	28
2023 Q1	$1.7M	Hold	108,805	–	–	0.68%	28
2022 Q4	$1.74M	Hold	108,805	–	–	0.73%	27
2022 Q3	$1.47M	Hold	108,805	–	–	0.66%	27
2022 Q2	$1.52M	Hold	108,805	–	–	0.66%	27
2022 Q1	$1.57M	Hold	108,805	–	–	0.62%	24
2021 Q4	$1.73M	Hold	108,805	–	–	0.67%	23
2021 Q3	$1.71M	Hold	108,805	–	–	0.68%	24
2021 Q2	$1.96M	Hold	108,805	–	–	0.74%	25
2021 Q1	$1.86M	Hold	108,805	–	–	0.74%	24
2020 Q4	$1.57M	Hold	108,805	–	–	0.64%	24
2020 Q3	$1.16M	Buy	+108,805	New	+$1.46M	0.45%	27

Sovereign Investment Advisors's NS Position: Q3 2024 in Review

Sovereign Investment Advisors sold out of NuStar Energy L.P. (NS) in Q3 2024, closing a stake of 108,805 shares — an estimated $2.03M sold.

Sovereign Investment Advisors first reported a position in NS in Q3 2020 and held it in 16 quarters. The position peaked at $2.53M in Q1 2024. 0 funds tracked by Wall St. Rank hold NS as of Q3 2024.

Sovereign Investment Advisors reported no remaining NuStar Energy L.P. position as of Q3 2024 after selling out during the quarter.
Sovereign Investment Advisors sold 108,805 NuStar Energy L.P. shares in Q3 2024, an estimated $2.03M.
Sovereign Investment Advisors first reported a position in NuStar Energy L.P. in Q3 2020 and held it in 16 quarters.
Sovereign Investment Advisors's NuStar Energy L.P. position peaked at $2.53M in Q1 2024.
0 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2024.

Based on Sovereign Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.