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.
Q3 2022 vs. Q2 2022
How the institutions holding Sunoco LP changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 168 | 1 | 169 | +2 |
| Shares | 17.0M | 42.0K | 16.4M | −560.9K (−3.3%) |
| Value | $635.0M | $1.57M | $641.0M | +$7.56M (+1.2%) |
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Sunoco LP at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Valeo Financial Advisors, LLC | 99,644 | $3.88M | 0.25% |
| HRT Financial LP | 44,316 | $1.73M | 0.02% |
| Simplex Trading, LLC | 30,977 | $1.21M | 0.05% |
| Susquehanna Fundamental Investments, LLC | 19,940 | $777.0K | 0.01% |
| Blackstone Group Inc. | 14,900 | $581.0K | 0.00% |
| WealthPlan Investment Management, LLC | 10,426 | $453.0K | 0.03% |
| Ameliora Wealth Management Ltd. | 7,520 | $294.0K | 0.16% |
| Gladstone Institutional Advisory LLC | 7,050 | $275.0K | 0.02% |
| Envestnet Asset Management Inc | 7,019 | $274.0K | 0.00% |
| Gsa Capital Partners LLP | 6,333 | $247.0K | 0.03% |
| Victory Capital Management Inc | 6,087 | $237.0K | 0.00% |
| Mercer Global Advisors Inc | 6,034 | $235.0K | 0.00% |
| Salient Capital Advisors, LLC | 6,024 | $235.0K | 0.01% |
| Wealthcare Advisory Partners LLC | 5,781 | $225.0K | 0.01% |
| Mariner, LLC | 5,507 | $215.0K | 0.00% |
| Boston Private Wealth LLC | 5,226 | $204.0K | 0.00% |
| Virtus Investment Advisers, Inc. | 4,530 | $177.0K | 0.08% |
| GPS Wealth Strategies Group, LLC | 510 | $20.0K | 0.01% |
| Allworth Financial LP | 200 | $8.00K | 0.00% |
| Wipfli Financial Advisors LLC, | 2 | $0 | 0.00% |
Sold out (18)
Institutions that held Sunoco LP at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| ING Groep NV | 78,000 | $2.91M |
| Commerce Bank | 49,275 | $1.83M |
| Kestra Advisory Services, LLC | 18,785 | $700.0K |
| Virtu Financial LLC | 10,740 | $400.0K |
| Cetera Investment Advisers | 7,605 | $283.0K |
| Beacon Pointe Advisors, LLC | 6,808 | $253.0K |
| Alphasimplex Group, LLC | 5,889 | $219.0K |
| Tower Research Capital LLC (TRC) | 4,682 | $174.0K |
| Belpointe Asset Management LLC | 2,740 | $102.0K |
| Captrust Financial Advisors | 2,340 | $87.0K |
| Tortoise Capital Advisors, L.L.C. | 1,390 | $52.0K |
| First Horizon Advisors, Inc. | 1,000 | $37.0K |
| Plante Moran Financial Advisors, LLC | 424 | $16.0K |
| Rockbridge Investment Management, LCC | 154 | $5.74K |
| Umb Bank N A | 136 | $5.00K |
| Steward Partners Investment Advisory, LLC | 137 | $5.00K |
| Sound Income Strategies, LLC | 107 | $4.00K |
| FMR LLC | 1 | $0 |
Not filed for Q3 2022 yet (1)
Institutions that held Sunoco LP at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Pinnacle Private Wealth, LLC | 42,030 | $1.57M |