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.
Q4 2022 vs. Q3 2022
How the institutions holding Sunoco LP changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 169 | 5 | 179 | +15 |
| Shares | 16.4M | 15.8K | 17.6M | +1.15M (+7.0%) |
| Value | $641.0M | $614.3K | $757.6M | +$117.2M (+18.3%) |
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (38)
Institutions that held Sunoco LP at the end of Q4 2022 but not at the end of Q3 2022.
Sold out (23)
Institutions that held Sunoco LP at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Bank of Montreal | 118,550 | $4.78M |
| Valeo Financial Advisors, LLC | 99,644 | $3.88M |
| Vident Investment Advisory, LLC | 51,919 | $2.02M |
| HRT Financial LP | 44,316 | $1.73M |
| PEAK6 Investments LLC | 29,199 | $1.14M |
| Kestra Private Wealth Services, LLC | 18,785 | $732.0K |
| Cresset Asset Management, LLC | 14,285 | $556.0K |
| Two Sigma Securities, LLC | 8,660 | $337.0K |
| Spreng Capital Management, Inc. | 7,600 | $296.0K |
| Ameliora Wealth Management Ltd. | 7,520 | $294.0K |
| Independent Advisor Alliance | 7,496 | $292.0K |
| Salient Capital Advisors, LLC | 6,024 | $235.0K |
| Perigon Wealth Management, LLC | 5,801 | $226.0K |
| Arrow Investment Advisors, LLC | 5,364 | $209.0K |
| Walleye Trading LLC | 5,270 | $205.0K |
| Hudock, Inc. | 1,981 | $77.0K |
| Credit Suisse AG | 1,888 | $74.0K |
| GPS Wealth Strategies Group, LLC | 510 | $20.0K |
| Proequities, Inc. | 478 | $19.0K |
| HM Payson & Co | 500 | $19.0K |
| Professional Financial Advisors, LLC | 452 | $18.0K |
| Rockefeller Capital Management L.P. | 226 | $8.00K |
| Ellis Investment Partners, LLC | 199 | $7.00K |
Not filed for Q4 2022 yet (5)
Institutions that held Sunoco LP at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Kore Private Wealth LLC | 10,521 | $410.0K |
| American Portfolios Advisors | 4,600 | $179.3K |
| Covington Capital Management | 450 | $18.0K |
| FourThought Financial, LLC | 186 | $7.00K |
| Wipfli Financial Advisors LLC, | 2 | $0 |