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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 6,808 | $253.0K | 0.01% | +6,808 | New |
| SeaCrest Wealth Management, LLC | 6,753 | $252.0K | 0.03% | −2,181−24.4% | Reduced |
| BNP Paribas Arbitrage, SA | 6,553 | $244.1K | 0.00% | −172,546−96.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,411 | $239.0K | 0.03% | +27+0.4% | Added |
| Americana Partners, LLC | 6,201 | $230.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,965 | $222.0K | 0.04% | +5,965 | New |
| EP Wealth Advisors, LLC | 5,934 | $221.0K | 0.00% | +5,934 | New |
| 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 |
| 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 |
| Guggenheim Capital LLC | 5,750 | $214.0K | 0.00% | −1,854−24.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,200 | $193.7K | 0.00% | +1,200+30.0% | Added |
| American Portfolios Advisors | 4,809 | $179.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,682 | $174.0K | 0.00% | +2,529+117.5% | Added |
| Geneos Wealth Management Inc. | 4,458 | $167.0K | 0.01% | +503+12.7% | Added |
| US Bancorp | 3,500 | $131.0K | 0.00% | +3,000+600.0% | Added |
| Walleye Trading LLC | 3,341 | $124.0K | 0.00% | −1,897−36.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,759 | $103.0K | 0.06% | +11+0.4% | Added |
| Belpointe Asset Management LLC | 2,740 | $102.0K | 0.01% | +2,740 | New |
| Parallel Advisors, LLC | 2,639 | $98.0K | 0.00% | −357−11.9% | Reduced |
| Huntington National Bank | 2,412 | $90.0K | 0.00% | +2,081+628.7% | Added |
| Captrust Financial Advisors | 2,340 | $87.0K | 0.00% | −209−8.2% | Reduced |
| State of Wyoming | 2,318 | $86.0K | 0.05% | −1,768−43.3% | Reduced |
| 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 |
| Hudock, Inc. | 1,940 | $72.0K | 0.02% | +631+48.2% | Added |
| Estabrook Capital Management | 1,400 | $52.1K | 0.01% | −200−12.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,390 | $52.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,350 | $50.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,205 | $45.0K | 0.00% | −2,279−65.4% | Reduced |
| Focused Wealth Management, Inc | 1,021 | $38.0K | 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 |
| Front Row Advisors LLC | 750 | $28.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $24.0K | 0.00% | +650 | New |
| Gradient Investments LLC | 600 | $22.0K | 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 |
| HM Payson & Co | 500 | $19.0K | 0.00% | 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 |
| Covington Capital Management | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 452 | $17.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 424 | $16.0K | 0.00% | +424 | New |
| Harbour Investments, Inc. | 385 | $14.0K | 0.00% | +385 | New |
| Rockefeller Capital Management L.P. | 222 | $8.00K | 0.00% | +5+2.3% | Added |
| 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 |
| Quent Capital, LLC | 165 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 154 | $5.74K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Cedar Mountain Advisors, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $1.86K | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 12 | $456 | 0.00% | +12 | New |
| 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 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −101,157−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −14,772−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −14,163−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,289−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,329−100.0% | Sold out |
| Key Client Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −9,690−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,369−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,932−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,016−100.0% | Sold out |
| Regentatlantic Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Meristem Family Wealth, LLC | – | – | – | – | Not filed |