Sunoco LP

SUN

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001552275

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding Sunoco LP changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of SUN: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	146	3	161	+18
Shares	18.0M	27.0K	17.5M	−494.1K (−2.7%)
Value	$673.1M	$1.68M	$714.3M	+$42.8M (+6.4%)

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Sunoco LP at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to SUN in Q4 2021
Institution	Shares	Value	% of portfolio
Pinnacle Private Wealth, LLC	43,780	$1.79M	0.56%
Verition Fund Management LLC	28,300	$1.16M	0.01%
GraniteShares Advisors LLC	17,878	$729.0K	0.34%
Jump Financial, LLC	14,385	$588.0K	0.04%
Barr E S & Co	11,500	$470.0K	0.03%
Financial Advocates Investment Management	11,808	$439.0K	0.03%
Key Client Fiduciary Advisors, LLC	9,640	$394.0K	0.33%
Spire Wealth Management	8,426	$344.0K	0.01%
Cresset Asset Management, LLC	7,297	$298.0K	0.00%
GWM Advisors LLC	6,937	$283.0K	0.00%
AE Wealth Management LLC	6,699	$274.0K	0.00%
IPG Investment Advisors LLC	6,380	$261.0K	0.05%
Evergreen Capital Management LLC	6,000	$245.0K	0.01%
Truist Financial Corp	5,156	$210.0K	0.00%
CIBC Asset Management Inc	5,016	$205.0K	0.00%
Regentatlantic Capital LLC	5,000	$204.0K	0.01%
SeaCrest Wealth Management, LLC	4,957	$202.0K	0.02%
Good Life Advisors, LLC	4,896	$200.0K	0.02%
Centaurus Financial, Inc.	3,130	$128.0K	0.01%
State of Wyoming	2,965	$121.0K	0.06%
Estabrook Capital Management	2,000	$81.7K	0.01%
Captrust Financial Advisors	1,590	$65.0K	0.00%
CoreCap Advisors, LLC	1,000	$41.0K	0.00%
High Net Worth Advisory Group LLC	1,000	$41.0K	0.01%
Outfitter Financial LLC	350	$14.0K	0.01%
Retirement Planning Co of New England, Inc.	260	$10.0K	0.00%
Byrne Asset Management LLC	200	$8.00K	0.01%
Quent Capital, LLC	165	$7.00K	0.00%
Umb Bank N A	136	$6.00K	0.00%
Investmark Advisory Group LLC	100	$4.00K	0.00%
Group One Trading, L.P.	74	$3.00K	0.00%
CWM, LLC	1	$0	0.00%

Sold out (14)

Institutions that held Sunoco LP at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of SUN in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
State of New Jersey Common Pension Fund D	108,300	$4.04M
Neuberger Berman Group LLC	20,000	$746.0K
McDonald Partners LLC	15,000	$560.0K
Boston Private Wealth LLC	14,046	$524.0K
Perigon Wealth Management, LLC	9,801	$366.0K
Northern Trust Corp	8,145	$304.0K
Kestra Private Wealth Services, LLC	8,135	$304.0K
Americana Partners, LLC	6,201	$231.0K
Arkadios Wealth Advisors	3,459	$129.0K
Counterpoint Mutual Funds LLC	554	$21.0K
Stonebridge Capital Advisors LLC	300	$11.0K
Cutler Group LP	266	$9.00K
Cahill Financial Advisors Inc	250	$9.00K
Global Retirement Partners, LLC	85	$3.00K

Not filed for Q4 2021 yet (3)

Institutions that held Sunoco LP at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Green Harvest Asset Management LLC	20,310	$1.43M
Mid Atlantic Financial Management Inc	6,031	$225.0K
Sonora Investment Management, LLC	629	$23.0K