CVX vs. SUN
CVX (Chevron Corporation) and SUN (Sunoco LP) are both stocks. Both are in the Energy sector — CVX in Oil & Gas Integrated, SUN in Oil & Gas Refining & Marketing. Over the past 10 years, CVX returned 10.94%/yr vs 18.66%/yr for SUN. At a 0.35 correlation, their price movements are largely independent.
Performance
CVX vs. SUN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CVX achieves a 25.18% return, which is significantly lower than SUN's 28.53% return. Over the past 10 years, CVX has underperformed SUN with an annualized return of 10.94%, while SUN has yielded a comparatively higher 18.66% annualized return.
CVX
- 1D
- 0.75%
- 1M
- 1.58%
- YTD
- 25.18%
- 6M
- 27.20%
- 1Y
- 34.55%
- 3Y*
- 10.25%
- 5Y*
- 16.33%
- 10Y*
- 10.94%
SUN
- 1D
- 1.57%
- 1M
- -6.67%
- YTD
- 28.53%
- 6M
- 25.21%
- 1Y
- 29.03%
- 3Y*
- 21.16%
- 5Y*
- 19.32%
- 10Y*
- 18.66%
CVX vs. SUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVX Chevron Corporation | 25.18% | 10.10% | 1.29% | -13.63% | 58.46% | 46.24% | -25.95% | 15.27% | -9.75% | 10.59% |
SUN Sunoco LP | 28.53% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
Correlation
The correlation between CVX and SUN is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.35 |
Fundamentals
CVX:
$371.80B
SUN:
$3.37T
CVX:
$5.75
SUN:
$0.06
CVX:
32.54
SUN:
1.02K
CVX:
1.93
SUN:
42.37
CVX:
2.02
SUN:
1.30K
CVX:
$185.89B
SUN:
$20.02B
CVX:
$47.27B
SUN:
$1.75B
CVX:
$40.44B
SUN:
$2.10B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CVX vs. SUN — Risk / Return Rank
CVX
SUN
CVX vs. SUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chevron Corporation (CVX) and Sunoco LP (SUN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CVX | SUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.64 | -0.16 |
| Martin ratioReturn relative to average drawdown | 6.10 | 6.54 | -0.44 |
Loading charts...
Drawdowns
CVX vs. SUN - Drawdown Comparison
The maximum CVX drawdown since its inception was -55.77%, smaller than the maximum SUN drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for CVX and SUN.
Loading charts...
Drawdown Indicators
| CVX | SUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -65.47% | +9.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.99% | -11.05% | -2.94% |
Max Drawdown (3Y)Largest decline over 3 years | -20.64% | -21.29% | +0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -21.29% | -3.66% |
Max Drawdown (10Y)Largest decline over 10 years | -55.77% | -62.94% | +7.17% |
Current DrawdownCurrent decline from peak | -10.52% | -9.53% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -11.39% | -16.30% | +4.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.68% | 4.47% | +1.21% |
Volatility
CVX vs. SUN - Volatility Comparison
The current volatility for Chevron Corporation (CVX) is 7.62%, while Sunoco LP (SUN) has a volatility of 8.22%. This indicates that CVX experiences smaller price fluctuations and is considered to be less risky than SUN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CVX | SUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 8.22% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 17.86% | 16.97% | +0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.06% | 23.06% | -1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.15% | 23.67% | +1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.16% | 31.76% | -2.60% |
Dividends
CVX vs. SUN - Dividend Comparison
CVX's dividend yield for the trailing twelve months is around 3.73%, less than SUN's 5.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVX Chevron Corporation | 3.73% | 4.49% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% |
SUN Sunoco LP | 5.74% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Financials
CVX vs. SUN - Financials Comparison
This section allows you to compare key financial metrics between Chevron Corporation and Sunoco LP. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
CVX and SUN have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUN has higher volatility (8.22%) compared to CVX (7.62%). In terms of maximum drawdown, CVX dropped -55.77% vs SUN's -65.47%.
CVX currently has the higher Sharpe Ratio (1.57 vs 1.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CVX and SUN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer