Skip to main content

Sunoco LP

SUN
Exchange
NYSE
Industry
Petroleum Refining
SEC CIK
0001552275

No open-market purchases or sales by Sunoco LP insiders were filed in the last 90 days; 304 institutions reported holding it in 13F filings for Q2 2026, worth $4.51B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Sunoco LP as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
134
No complete 13F data for Q4 2020
Shares held
21.1M
No complete 13F data for Q4 2020
Total value
$672.2M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SUN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 134 institutions
Q1 2021: 134 institutionsQ2 2021: 148 institutionsQ3 2021: 146 institutionsQ4 2021: 161 institutionsQ1 2022: 170 institutionsQ2 2022: 168 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 182 institutionsQ2 2023: 189 institutionsQ3 2023: 188 institutionsQ4 2023: 211 institutionsQ1 2024: 211 institutionsQ2 2024: 275 institutionsQ3 2024: 276 institutionsQ4 2024: 270 institutionsQ1 2025: 293 institutionsQ2 2025: 282 institutionsQ3 2025: 274 institutionsQ4 2025: 276 institutionsQ1 2026: 297 institutionsQ2 2026: 304 institutions
Value heldQ1 2021: $672.2M
Q1 2021: $672.2MQ2 2021: $714.8MQ3 2021: $673.1MQ4 2021: $714.3MQ1 2022: $714.4MQ2 2022: $635.0MQ3 2022: $641.0MQ4 2022: $757.6MQ1 2023: $793.1MQ2 2023: $781.1MQ3 2023: $950.1MQ4 2023: $1.47BQ1 2024: $1.27BQ2 2024: $3.31BQ3 2024: $3.13BQ4 2024: $3.12BQ1 2025: $3.57BQ2 2025: $3.41BQ3 2025: $3.22BQ4 2025: $3.48BQ1 2026: $4.39BQ2 2026: $4.51B
Institutions holding SUN and their total value by quarter
QuarterHoldersValue
Q2 2026304$4.51B
Q1 2026297$4.39B
Q4 2025276$3.48B
Q3 2025274$3.22B
Q2 2025282$3.41B
Q1 2025293$3.57B
Q4 2024270$3.12B
Q3 2024276$3.13B
Q2 2024275$3.31B
Q1 2024211$1.27B
Q4 2023211$1.47B
Q3 2023188$950.1M
Q2 2023189$781.1M
Q1 2023182$793.1M
Q4 2022179$757.6M
Q3 2022169$641.0M
Q2 2022168$635.0M
Q1 2022170$714.4M
Q4 2021161$714.3M
Q3 2021146$673.1M
Q2 2021148$714.8M
Q1 2021134$672.2M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Sunoco LP.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SUN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC1$00.00%––
PEAK6 Investments LLC40$1.00K0.00%––
Rudius Management LP33$1.00K0.00%––
Global Retirement Partners, LLC85$3.00K0.00%––
Truvestments Capital LLC100$3.00K0.00%––
Prestige Wealth Management Group LLC100$3.00K0.00%––
Sound Income Strategies, LLC107$3.41K0.00%––
Sowell Financial Services LLC103$4.00K0.00%––
Accel Wealth Management135$4.00K0.00%––
Rockbridge Investment Management, LCC154$5.00K0.00%––
FourThought Financial, LLC186$5.00K0.00%––
Ellis Investment Partners, LLC176$6.00K0.00%––
Captrust Financial Advisors250$8.00K0.00%––
Arkadios Wealth Advisors260$8.00K0.00%––
Professional Financial Advisors, LLC452$14.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC500$15.0K0.00%––
US Bancorp500$16.0K0.00%––
HM Payson & Co500$16.0K0.00%––
Cutler Group LP522$16.0K0.00%––
Selective Wealth Management, Inc.500$16.0K0.01%––
Newbridge Financial Services Group, Inc.513$16.0K0.01%––
The PNC Financial Services Group, Inc.540$17.0K0.00%––
Sonora Investment Management, LLC629$20.0K0.00%––
Group One Trading, L.P.699$22.0K0.00%––
Ameritas Investment Company, LLC721$23.0K0.00%––
HC Financial Advisors Inc750$24.0K0.01%––
Simplex Trading, LLC772$24.0K0.00%––
Front Row Advisors LLC750$24.0K0.01%––
Gradient Investments LLC921$29.0K0.00%––
First Horizon Corp1,000$31.0K0.00%––
Optimum Investment Advisors1,000$32.0K0.01%––
Huntington National Bank1,031$33.0K0.00%––
Stonebridge Capital Advisors LLC1,050$33.0K0.00%––
Harbour Investments, Inc.1,070$34.0K0.00%––
Quadrant Capital Group LLC1,117$36.0K0.01%––
Acadian Asset Management LLC1,167$37.0K0.00%––
Russell Investments Group, Ltd.–$37.0K0.00%––
CNB Bank1,350$43.0K0.03%––
Tortoise Capital Advisors, L.L.C.1,390$44.0K0.00%––
Proffitt & Goodson Inc1,699$54.0K0.01%––
Tower Research Capital LLC (TRC)3,906$124.0K0.00%––
Spire Wealth Management4,050$131.0K0.00%––
Geneos Wealth Management Inc.3,768$132.0K0.00%––
American Portfolios Advisors4,300$136.9K0.01%––
Federation des caisses Desjardins du Quebec4,700$149.6K0.00%––
Tradition Wealth Management, LLC5,231$167.0K0.03%––
Benjamin F. Edwards & Company, Inc.6,695$213.0K0.01%––
Allianz Asset Management GmbH6,883$219.0K0.00%––
Meristem Family Wealth, LLC6,988$222.0K0.04%––
Security National Bank of Sioux City Iowa7,000$223.0K0.18%––
ELCO Management Co., LLC7,130$227.0K0.21%––
Cambridge Investment Research Advisors, Inc.7,674$244.0K0.00%––
Lido Advisors, LLC7,690$245.0K0.01%––
Patriot Financial Group Insurance Agency, LLC7,834$249.0K0.06%––
Apollon Wealth Management, LLC7,970$254.0K0.05%––
Resources Investment Advisors, LLC.8,109$258.0K0.01%––
Commonwealth Equity Services, LLC9,173$292.0K0.00%––
Avantax Planning Partners, Inc.9,200$293.0K0.02%––
CWM Advisors, LLC9,536$304.0K0.05%––
Perigon Wealth Management, LLC10,000$318.0K0.03%––
Anchor Investment Management, LLC10,163$323.6K0.05%––
Baldwin Brothers Inc10,500$334.0K0.04%––
Kore Private Wealth LLC10,521$335.0K0.05%––
Boston Private Wealth LLC10,592$337.0K0.00%––
Credit Suisse AG10,614$338.0K0.00%––
Texas Yale Capital Corp.10,650$339.0K0.02%––
Independent Advisor Alliance11,092$353.0K0.02%––
Guggenheim Capital LLC11,375$362.0K0.00%––
Janney Montgomery Scott LLC11,789$375.0K0.00%––
Hudson Valley Investment Advisors Inc12,000$382.0K0.07%––
JPMorgan Chase & Co12,232$389.0K0.00%––
Duff & Phelps Investment Management Co12,500$398.0K0.01%––
Strategic Wealth Advisors Group, LLC12,640$402.0K0.02%––
PSI Advisors, LLC13,362$425.0K0.25%––
Barclays PLC13,554$432.0K0.00%––
Ameriprise Financial Inc14,381$458.0K0.00%––
HighTower Advisors, LLC14,290$458.0K0.00%––
Stifel Financial Corp14,588$464.0K0.00%––
Quad-Cities Investment Group, LLC14,580$464.0K0.35%––
Kayne Anderson Capital Advisors LP14,900$474.0K0.02%––
McDonald Partners LLC15,000$478.0K0.12%––
First Republic Investment Management, Inc.15,536$495.0K0.00%––
Mirae Asset Global Investments Co., Ltd.15,676$499.0K0.00%––
Creative Planning17,038$542.0K0.00%––
SG Americas Securities, LLC17,226$548.0K0.00%––
Dividend Assets Capital, LLC18,209$580.0K0.11%––
Green Harvest Asset Management LLC20,310$659.0K0.16%––
Lee Financial Co21,650$689.0K0.16%––
Royal Bank of Canada25,114$799.0K0.00%––
Citadel Advisors LLC25,755$820.0K0.00%––
National Asset Management, Inc.28,032$893.0K0.03%––
Citigroup Inc28,617$911.0K0.00%––
American Financial Group Inc30,000$956.0K0.16%––
XML Financial, LLC30,548$973.0K0.24%––
Sigma Planning Corp32,547$1.04M0.03%––
Susquehanna Fundamental Investments, LLC32,940$1.05M0.02%––
Private Advisor Group, LLC33,136$1.05M0.01%––
Bramshill Investments, LLC33,945$1.08M0.07%––
LPL Financial LLC33,987$1.08M0.00%––
Neuberger Berman Group LLC40,000$1.27M0.00%––