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 2022
Institutional positions in Sunoco LP as of Mar 31, 2022. 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
- 170
- +11 vs. Q4 2021
- Shares held
- 17.5M
- −21.4K (−0.1%) vs. Q4 2021
- Total value
- $714.4M
- +$177.7K (0.0%) vs. Q4 2021
- New holders
- 25
- 55 more added
- Sold out
- 14
- 41 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 304 | $4.51B |
| Q1 2026 | 297 | $4.39B |
| Q4 2025 | 276 | $3.48B |
| Q3 2025 | 274 | $3.22B |
| Q2 2025 | 282 | $3.41B |
| Q1 2025 | 293 | $3.57B |
| Q4 2024 | 270 | $3.12B |
| Q3 2024 | 276 | $3.13B |
| Q2 2024 | 275 | $3.31B |
| Q1 2024 | 211 | $1.27B |
| Q4 2023 | 211 | $1.47B |
| Q3 2023 | 188 | $950.1M |
| Q2 2023 | 189 | $781.1M |
| Q1 2023 | 182 | $793.1M |
| Q4 2022 | 179 | $757.6M |
| Q3 2022 | 169 | $641.0M |
| Q2 2022 | 168 | $635.0M |
| Q1 2022 | 170 | $714.4M |
| Q4 2021 | 161 | $714.3M |
| Q3 2021 | 146 | $673.1M |
| Q2 2021 | 148 | $714.8M |
| Q1 2021 | 134 | $672.2M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arrow Investment Advisors, LLC | 6,601 | $270.0K | 0.20% | −560−7.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,610 | $270.0K | 0.01% | −10−0.2% | Reduced |
| Tradition Wealth Management, LLC | 6,468 | $264.0K | 0.03% | +57+0.9% | Added |
| Credit Suisse AG | 6,222 | $254.0K | 0.00% | −896−12.6% | Reduced |
| Americana Partners, LLC | 6,201 | $253.0K | 0.08% | +6,201 | New |
| Jaffetilchin Investment Partners, LLC | 6,384 | $248.0K | 0.03% | +201+3.3% | Added |
| Truist Financial Corp | 5,970 | $243.0K | 0.00% | +814+15.8% | Added |
| Mutual Advisors, LLC | 5,873 | $240.0K | 0.01% | +5+0.1% | Added |
| Gladstone Institutional Advisory LLC | 5,700 | $233.0K | 0.02% | −3,005−34.5% | Reduced |
| Cetera Advisor Networks LLC | 5,369 | $219.0K | 0.00% | +357+7.1% | Added |
| Walleye Trading LLC | 5,238 | $214.0K | 0.00% | −179−3.3% | Reduced |
| Wolverine Trading, LLC | 4,932 | $206.0K | 0.01% | +4,932 | New |
| CIBC Asset Management Inc | 5,016 | $205.0K | 0.00% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 5,000 | $204.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,809 | $196.4K | 0.01% | +209+4.5% | Added |
| State of Wyoming | 4,086 | $167.0K | 0.08% | +1,121+37.8% | Added |
| Federation des caisses Desjardins du Quebec | 4,000 | $163.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,955 | $161.0K | 0.01% | +4+0.1% | Added |
| Money Concepts Capital Corp | 3,484 | $142.0K | 0.01% | +3,484 | New |
| Parallel Advisors, LLC | 2,996 | $125.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,748 | $112.0K | 0.06% | +57+2.1% | Added |
| Captrust Financial Advisors | 2,549 | $104.0K | 0.00% | +959+60.3% | Added |
| Tower Research Capital LLC (TRC) | 2,153 | $88.0K | 0.00% | −155−6.7% | Reduced |
| Salem Investment Counselors Inc | 2,024 | $83.0K | 0.00% | −1,700−45.6% | Reduced |
| JPMorgan Chase & Co | 1,780 | $73.0K | 0.00% | −4,032−69.4% | Reduced |
| Estabrook Capital Management | 1,600 | $65.3K | 0.01% | −400−20.0% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,390 | $57.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,350 | $55.0K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 1,309 | $53.0K | 0.01% | +1,309 | New |
| Focused Wealth Management, Inc | 1,021 | $42.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $41.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,200 | $32.0K | 0.00% | +872+265.9% | Added |
| Front Row Advisors LLC | 750 | $31.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 700 | $28.6K | 0.01% | +700 | New |
| Worth Asset Management, LLC | 666 | $26.0K | 0.02% | +666 | New |
| Gradient Investments LLC | 600 | $25.0K | 0.00% | −343−36.4% | Reduced |
| US Bancorp | 500 | $20.0K | 0.00% | −55−9.9% | Reduced |
| Proequities, Inc. | 478 | $20.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 452 | $18.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 450 | $18.0K | 0.00% | +450 | New |
| Prospera Financial Services Inc | 348 | $14.0K | 0.00% | +348 | New |
| Huntington National Bank | 331 | $13.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 261 | $11.0K | 0.00% | −8,165−96.9% | Reduced |
| Group One Trading, L.P. | 276 | $11.0K | 0.00% | +202+273.0% | Added |
| Rockefeller Capital Management L.P. | 217 | $8.00K | 0.00% | +4+1.9% | Added |
| FourThought Financial, LLC | 186 | $8.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 192 | $7.00K | 0.00% | +4+2.1% | Added |
| Quent Capital, LLC | 165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 154 | $6.35K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 156 | $6.00K | 0.00% | +3+2.0% | Added |
| Accel Wealth Management | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 137 | $6.00K | 0.00% | +137 | New |
| SRS Capital Advisors, Inc. | 125 | $5.00K | 0.00% | +125 | New |
| Sound Income Strategies, LLC | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 109 | $4.00K | 0.00% | +2+1.9% | Added |
| Clear Street Markets LLC | 100 | $4.00K | 0.00% | +100 | New |
| Glen Eagle Advisors, LLC | 50 | $2.04K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 53 | $2.00K | 0.00% | +53 | New |
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Key Financial Inc | 11 | $0 | 0.00% | +11 | New |
| Hexagon Capital Partners LLC | 9 | $0 | 0.00% | +9 | New |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −11,637−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −11,808−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −6,937−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −5,865−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |