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, Q3 2022
Institutional positions in Sunoco LP as of Sep 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
- 169
- +2 vs. Q2 2022
- Shares held
- 16.4M
- −560.9K (−3.3%) vs. Q2 2022
- Total value
- $641.0M
- +$7.56M (+1.2%) vs. Q2 2022
- New holders
- 20
- 53 more added
- Sold out
- 18
- 40 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 7,019 | $274.0K | 0.00% | +7,019 | New |
| Security National Bank of Sioux City Iowa | 7,000 | $273.0K | 0.24% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,969 | $272.0K | 0.07% | +75+1.1% | Added |
| Jaffetilchin Investment Partners, LLC | 6,441 | $251.0K | 0.03% | +30+0.5% | Added |
| Gsa Capital Partners LLP | 6,333 | $247.0K | 0.03% | +6,333 | New |
| Americana Partners, LLC | 6,201 | $241.0K | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,087 | $237.0K | 0.00% | +6,087 | New |
| Mercer Global Advisors Inc | 6,034 | $235.0K | 0.00% | +6,034 | New |
| Salient Capital Advisors, LLC | 6,024 | $235.0K | 0.01% | +6,024 | New |
| Mutual Advisors, LLC | 5,899 | $230.0K | 0.01% | +21+0.4% | Added |
| Perigon Wealth Management, LLC | 5,801 | $226.0K | 0.02% | −5,000−46.3% | Reduced |
| Stratos Wealth Partners, LTD. | 5,761 | $225.0K | 0.01% | −1,239−17.7% | Reduced |
| Wealthcare Advisory Partners LLC | 5,781 | $225.0K | 0.01% | +5,781 | New |
| SeaCrest Wealth Management, LLC | 5,642 | $220.0K | 0.03% | −1,111−16.5% | Reduced |
| Guggenheim Capital LLC | 5,584 | $218.0K | 0.00% | −166−2.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,565 | $216.9K | 0.00% | +365+7.0% | Added |
| Mariner, LLC | 5,507 | $215.0K | 0.00% | +5,507 | New |
| Truist Financial Corp | 5,421 | $211.0K | 0.00% | −2,173−28.6% | Reduced |
| Arrow Investment Advisors, LLC | 5,364 | $209.0K | 0.16% | −429−7.4% | Reduced |
| Walleye Trading LLC | 5,270 | $205.0K | 0.01% | +1,929+57.7% | Added |
| Boston Private Wealth LLC | 5,226 | $204.0K | 0.00% | +5,226 | New |
| American Portfolios Advisors | 4,600 | $179.3K | 0.01% | −209−4.3% | Reduced |
| Virtus Investment Advisers, Inc. | 4,530 | $177.0K | 0.08% | +4,530 | New |
| US Bancorp | 3,500 | $136.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,770 | $108.0K | 0.06% | +11+0.4% | Added |
| Parallel Advisors, LLC | 2,639 | $103.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,470 | $96.0K | 0.05% | +152+6.6% | Added |
| Salem Investment Counselors Inc | 2,024 | $79.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $78.0K | 0.06% | 00.0% | Unchanged |
| Hudock, Inc. | 1,981 | $77.0K | 0.03% | +41+2.1% | Added |
| Credit Suisse AG | 1,888 | $74.0K | 0.00% | −3,918−67.5% | Reduced |
| Estabrook Capital Management | 1,400 | $54.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,350 | $53.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,205 | $47.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,037 | $40.0K | 0.00% | −1,375−57.0% | Reduced |
| Focused Wealth Management, Inc | 1,021 | $40.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $39.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,000 | $39.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 750 | $29.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $25.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 750 | $20.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 510 | $20.0K | 0.01% | +510 | New |
| HM Payson & Co | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 478 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 450 | $18.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 452 | $18.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 385 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 226 | $8.00K | 0.00% | +4+1.8% | Added |
| Byrne Asset Management LLC | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $8.00K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 194 | $7.00K | 0.00% | −4,264−95.6% | Reduced |
| Worth Asset Management, LLC | 191 | $7.00K | 0.01% | −355−65.0% | Reduced |
| Ellis Investment Partners, LLC | 199 | $7.00K | 0.00% | +4+2.1% | Added |
| FourThought Financial, LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 165 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 113 | $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 | $1.95K | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 12 | $487 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| 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 |
| Wipfli Financial Advisors LLC, | 2 | $0 | 0.00% | +2 | New |
| ING Groep NV | 0 | $0 | 0.00% | −78,000−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −49,275−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −18,785−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,740−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,605−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −6,808−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −5,889−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −4,682−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pinnacle Private Wealth, LLC | – | – | – | – | Not filed |