Recurrent Investment Advisors LLC

Position in SUN — Sunoco LP

CIK 1803146 HOUSTON, TX

Position in SUN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$77,586,795

+$10,805,627 QoQ

Shares Held

1,149,434

+11.8% QoQ

Ownership

0.561%

of shares outstanding

% of Portfolio

4.84%

of 13F equity value

Holder Rank

of 300 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Recurrent Investment Advisors LLC holds $201,447,516 across 5 Oil & Gas Refining & Marketing names. SUN ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP This page	1,149,434	$77,586,795
2	PSX	Phillips 66	403,016	$68,129,854
3	PBF	PBF Energy Inc.	729,534	$33,208,387
4	MPC	Marathon Petroleum Corp	85,799	$21,936,230
5	VLO	Valero Energy Corp/Tx	2,251	$586,250

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$77,586,795	1,149,434	+11.8%	Shares	Sole	2026-08-14
2026-03-31	$66,781,168	1,027,877	+51.5%	Shares	Sole	2026-05-15
2025-12-31	$35,566,631	678,623	-27.4%	Shares	Sole	2026-02-13
2025-09-30	$46,716,191	934,137	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$50,030,873	933,586	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$54,161,967	932,862	+5.0%	Shares	Sole	2025-05-15
2024-12-31	$45,723,061	888,862	+2.9%	Shares	Sole	2025-02-14
2024-09-30	$46,388,967	864,176	+29.3%	Shares	Sole	2024-11-14
2024-06-30	$37,802,248	668,593	+226.4%	Shares	Sole	2024-08-14
2024-03-31	$12,348,296	204,815	+11.0%	Shares	Sole	2024-05-15
2023-12-31	$11,053,249	184,436	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$9,021,876	184,308	+12.3%	Shares	Sole	2023-11-14
2023-06-30	$7,148,283	164,102	+4.5%	Shares	Sole	2023-08-14
2023-03-31	$6,893,626	157,066	+3.8%	Shares	Sole	2023-05-15
2022-12-31	$6,519,780	151,271	+63.6%	Shares	Sole	2023-02-14
2022-09-30	$3,602,971	92,455	+18.7%	Shares	Sole	2022-11-14
2022-06-30	$2,901,775	77,900	0.0%	Shares	Sole	2022-08-15
2022-03-31	$3,181,436	77,900	+1.4%	Shares	Sole	2022-05-16
2021-12-31	$3,136,560	76,820	0.0%	Shares	Sole	2022-02-14
2021-09-30	$2,866,922	76,820	+15.0%	Shares	Sole	2021-11-15
2021-06-30	$2,519,114	66,820	-28.5%	Shares	Sole	2021-08-16
2021-03-31	$2,973,887	93,401	-2.9%	Shares	Sole	2021-05-14
2020-12-31	$2,768,146	96,183	-41.3%	Shares	Sole	2021-02-16
2020-09-30	$3,998,374	163,935	-3.3%	Shares	Sole	2020-11-16
2020-06-30	$3,871,260	169,569	+23.8%	Shares	Sole	2020-08-17
2020-03-31	$2,142,930	137,016	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.