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, Q2 2022
Institutional positions in Sunoco LP as of Jun 30, 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
- 168
- 0 vs. Q1 2022
- Shares held
- 17.0M
- −381.2K (−2.2%) vs. Q1 2022
- Total value
- $635.0M
- −$77.1M (−10.8%) vs. Q1 2022
- New holders
- 17
- 55 more added
- Sold out
- 17
- 44 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 12 | $456 | 0.00% | +12 | New |
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $1.86K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $4.00K | 0.00% | +2+1.8% | Added |
| Umb Bank N A | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 137 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 154 | $5.74K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 165 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $7.00K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 195 | $7.00K | 0.00% | +3+1.6% | Added |
| Rockefeller Capital Management L.P. | 222 | $8.00K | 0.00% | +5+2.3% | Added |
| Harbour Investments, Inc. | 385 | $14.0K | 0.00% | +385 | New |
| Plante Moran Financial Advisors, LLC | 424 | $16.0K | 0.00% | +424 | New |
| Covington Capital Management | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 452 | $17.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 478 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 750 | $20.0K | 0.00% | −450−37.5% | Reduced |
| Worth Asset Management, LLC | 546 | $20.0K | 0.01% | −120−18.0% | Reduced |
| Gradient Investments LLC | 600 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $24.0K | 0.00% | +650 | New |
| Front Row Advisors LLC | 750 | $28.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $37.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,000 | $37.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,021 | $38.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,205 | $45.0K | 0.00% | −2,279−65.4% | Reduced |
| CNB Bank | 1,350 | $50.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 1,390 | $52.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,400 | $52.1K | 0.01% | −200−12.5% | Reduced |
| Hudock, Inc. | 1,940 | $72.0K | 0.02% | +631+48.2% | Added |
| Salem Investment Counselors Inc | 2,024 | $75.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $75.0K | 0.05% | +2,000 | New |
| State of Wyoming | 2,318 | $86.0K | 0.05% | −1,768−43.3% | Reduced |
| Captrust Financial Advisors | 2,340 | $87.0K | 0.00% | −209−8.2% | Reduced |
| Huntington National Bank | 2,412 | $90.0K | 0.00% | +2,081+628.7% | Added |
| Parallel Advisors, LLC | 2,639 | $98.0K | 0.00% | −357−11.9% | Reduced |
| Belpointe Asset Management LLC | 2,740 | $102.0K | 0.01% | +2,740 | New |
| Newbridge Financial Services Group, Inc. | 2,759 | $103.0K | 0.06% | +11+0.4% | Added |
| Walleye Trading LLC | 3,341 | $124.0K | 0.00% | −1,897−36.2% | Reduced |
| US Bancorp | 3,500 | $131.0K | 0.00% | +3,000+600.0% | Added |
| Geneos Wealth Management Inc. | 4,458 | $167.0K | 0.01% | +503+12.7% | Added |
| Tower Research Capital LLC (TRC) | 4,682 | $174.0K | 0.00% | +2,529+117.5% | Added |
| American Portfolios Advisors | 4,809 | $179.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,200 | $193.7K | 0.00% | +1,200+30.0% | Added |
| Guggenheim Capital LLC | 5,750 | $214.0K | 0.00% | −1,854−24.4% | Reduced |
| Arrow Investment Advisors, LLC | 5,793 | $216.0K | 0.17% | −808−12.2% | Reduced |
| Credit Suisse AG | 5,806 | $216.0K | 0.00% | −416−6.7% | Reduced |
| Mutual Advisors, LLC | 5,878 | $219.0K | 0.01% | +5+0.1% | Added |
| Alphasimplex Group, LLC | 5,889 | $219.0K | 1.56% | +5,889 | New |
| EP Wealth Advisors, LLC | 5,934 | $221.0K | 0.00% | +5,934 | New |
| Two Sigma Securities, LLC | 5,965 | $222.0K | 0.04% | +5,965 | New |
| Americana Partners, LLC | 6,201 | $230.0K | 0.04% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,411 | $239.0K | 0.03% | +27+0.4% | Added |
| BNP Paribas Arbitrage, SA | 6,553 | $244.1K | 0.00% | −172,546−96.3% | Reduced |
| SeaCrest Wealth Management, LLC | 6,753 | $252.0K | 0.03% | −2,181−24.4% | Reduced |
| Beacon Pointe Advisors, LLC | 6,808 | $253.0K | 0.01% | +6,808 | New |
| Patriot Financial Group Insurance Agency, LLC | 6,894 | $257.0K | 0.05% | −493−6.7% | Reduced |
| GWM Advisors LLC | 6,906 | $257.0K | 0.00% | +6,906 | New |
| Security National Bank of Sioux City Iowa | 7,000 | $261.0K | 0.22% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,000 | $261.0K | 0.01% | +390+5.9% | Added |
| Spreng Capital Management, Inc. | 7,600 | $279.0K | 0.21% | +7,600 | New |
| Truist Financial Corp | 7,594 | $283.0K | 0.00% | +1,624+27.2% | Added |
| Cetera Investment Advisers | 7,605 | $283.0K | 0.00% | +7,605 | New |
| Lido Advisors, LLC | 7,690 | $286.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,711 | $287.0K | 0.01% | +900+13.2% | Added |
| PEAK6 Investments LLC | 7,923 | $296.5K | 0.01% | +7,923 | New |
| Great Valley Advisor Group, Inc. | 8,366 | $311.0K | 0.02% | +1,149+15.9% | Added |
| Tradition Wealth Management, LLC | 8,526 | $318.0K | 0.05% | +2,058+31.8% | Added |
| Good Life Advisors, LLC | 9,025 | $336.0K | 0.05% | −235−2.5% | Reduced |
| Wedbush Securities Inc | 9,126 | $340.0K | 0.02% | +7+0.1% | Added |
| Anchor Investment Management, LLC | 9,978 | $371.7K | 0.05% | +315+3.3% | Added |
| IPG Investment Advisors LLC | 10,290 | $383.0K | 0.10% | +2,860+38.5% | Added |
| Davidson Trust Co | 10,300 | $384.0K | 0.34% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $391.0K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,495 | $391.0K | 0.02% | +517+5.2% | Added |
| Barr E S & Co | 10,525 | $392.0K | 0.03% | −975−8.5% | Reduced |
| Kore Private Wealth LLC | 10,521 | $392.0K | 0.06% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,650 | $397.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,740 | $400.0K | 0.03% | +10,740 | New |
| Perigon Wealth Management, LLC | 10,801 | $402.0K | 0.03% | +10,801 | New |
| National Asset Management, Inc. | 11,810 | $440.0K | 0.02% | +904+8.3% | Added |
| Stifel Financial Corp | 11,956 | $445.0K | 0.00% | +1,970+19.7% | Added |
| Hudson Valley Investment Advisors Inc | 12,000 | $447.0K | 0.07% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,020 | $448.0K | 0.00% | −1,507−11.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,501 | $466.0K | 0.00% | −396−3.1% | Reduced |
| Brookstone Capital Management | 13,133 | $481.0K | 0.01% | −42−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,051 | $486.0K | 0.00% | −888−6.4% | Reduced |
| PSI Advisors, LLC | 13,206 | $492.0K | 0.24% | 00.0% | Unchanged |