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Kercheville Advisors, LLC

SEC CIK
0001890748
Latest filing
Jul 30, 2026

SUN holding history

Sunoco LP in every 13F filed by Kercheville Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SUN overviewAll 13F holders of SUNFull Q2 2026 holdings

Shares (Q2 2026)
159,086
Value
$10.7M
% of portfolio
3.3%
Quarters held
9
Since Q2 2024
Holdings of SUN by Kercheville Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026159,086$10.7M3.3%+5,001+3.2%AddedHolders
Q1 2026154,085$10.0M3.2%+20.0%AddedHolders
Q4 2025154,083$8.78M2.3%+10.0%AddedHolders
Q3 2025154,082$7.71M2.3%+20.0%AddedHolders
Q2 2025154,080$8.26M2.9%+20.0%AddedHolders
Q1 2025154,078$8.95M3.6%+10.0%AddedHolders
Q4 2024154,077$7.93M3.1%00.0%UnchangedHolders
Q3 2024154,077$8.27M3.5%+440.0%AddedHolders
Q2 2024154,033$8.71M3.8%+154,033NewHolders