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, Q4 2022
Institutional positions in Sunoco LP as of Dec 31, 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
- 179
- +15 vs. Q3 2022
- Shares held
- 17.6M
- +1.15M (+7.0%) vs. Q3 2022
- Total value
- $757.6M
- +$117.2M (+18.3%) vs. Q3 2022
- New holders
- 38
- 61 more added
- Sold out
- 23
- 32 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6 | $259 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 9 | $388 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 11 | $429 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 13 | $549 | 0.00% | +1+8.3% | Added |
| Rudius Management LP | 33 | $1.42K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.42K | 0.00% | +33 | New |
| Empirical Asset Management, LLC | 38,980 | $1.68K | 0.00% | +38,980 | New |
| Glen Eagle Advisors, LLC | 50 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 53 | $2.28K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 55,411 | $2.39K | 0.00% | +16,631+42.9% | Added |
| Tower Research Capital LLC (TRC) | 95 | $4.00K | 0.00% | +95 | New |
| Capital Management Associates | 100 | $4.31K | 0.01% | +100 | New |
| Prestige Wealth Management Group LLC | 116 | $4.98K | 0.00% | +3+2.7% | Added |
| Boulder Wealth Advisors, LLC | 120 | $5.00K | 0.00% | +120 | New |
| SRS Capital Advisors, Inc. | 127 | $5.49K | 0.00% | +2+1.6% | Added |
| Accel Wealth Management | 135 | $5.82K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 165 | $7.11K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 191 | $8.23K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 198 | $8.51K | 0.00% | +4+2.1% | Added |
| Allworth Financial LP | 200 | $8.62K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $8.62K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 200 | $8.85K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 222 | $9.55K | 0.00% | +222 | New |
| NewSquare Capital LLC | 300 | $12.9K | 0.00% | +300 | New |
| Armstrong Advisory Group, Inc | 365 | $15.7K | 0.00% | +365 | New |
| IFP Advisors, Inc | 628 | $17.0K | 0.00% | −122−16.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $21.6K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 500 | $21.6K | 0.00% | +500 | New |
| Compass Wealth Management LLC | 500 | $21.6K | 0.01% | +500 | New |
| Harbour Investments, Inc. | 593 | $25.6K | 0.00% | +208+54.0% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $25.9K | 0.00% | +600 | New |
| Gradient Investments LLC | 600 | $25.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $28.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 687 | $29.6K | 0.00% | −350−33.8% | Reduced |
| Front Row Advisors LLC | 750 | $32.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $43.1K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,000 | $43.1K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,000 | $43.1K | 0.00% | +1,000 | New |
| ICA Group Wealth Management, LLC | 1,000 | $43.1K | 0.01% | +1,000 | New |
| Focused Wealth Management, Inc | 1,021 | $44.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,084 | $46.7K | 0.01% | +1,084 | New |
| CNB Bank | 1,350 | $58.2K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,400 | $60.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,418 | $61.1K | 0.02% | −1,052−42.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,765 | $76.1K | 0.00% | −3,800−68.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,796 | $77.4K | 0.03% | +1,796 | New |
| Belpointe Asset Management LLC | 1,813 | $78.1K | 0.00% | +1,813 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $86.0K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,024 | $87.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,648 | $114.1K | 0.00% | +9+0.3% | Added |
| US Bancorp | 3,500 | $150.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,997 | $172.3K | 0.00% | +3,997 | New |
| Newbridge Financial Services Group, Inc. | 4,069 | $175.4K | 0.10% | +1,299+46.9% | Added |
| Virtus Investment Advisers, Inc. | 4,530 | $195.2K | 0.13% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,550 | $196.1K | 0.01% | +3,345+277.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,665 | $201.1K | 0.02% | +4,665 | New |
| Centennial Wealth Advisory LLC | 4,752 | $204.8K | 0.11% | +4,752 | New |
| Carnegie Capital Asset Management, LLC | 4,773 | $205.7K | 0.01% | +4,773 | New |
| Prime Capital Investment Advisors, LLC | 4,790 | $206.4K | 0.01% | +4,790 | New |
| Willis Investment Counsel | 4,883 | $210.5K | 0.01% | +4,883 | New |
| Lido Advisors, LLC | 4,892 | $210.9K | 0.00% | −2,798−36.4% | Reduced |
| Gsa Capital Partners LLP | 4,956 | $214.0K | 0.03% | −1,377−21.7% | Reduced |
| Verition Fund Management LLC | 5,000 | $215.5K | 0.00% | +5,000 | New |
| SeaCrest Wealth Management, LLC | 5,210 | $224.6K | 0.03% | −432−7.7% | Reduced |
| EP Wealth Advisors, LLC | 5,356 | $230.8K | 0.00% | −7,428−58.1% | Reduced |
| Cetera Advisor Networks LLC | 5,388 | $232.2K | 0.00% | +5,388 | New |
| Gladstone Institutional Advisory LLC | 5,450 | $234.9K | 0.02% | −1,600−22.7% | Reduced |
| Wealthcare Advisory Partners LLC | 5,783 | $249.3K | 0.01% | +20.0% | Added |
| HFG Advisors, Inc. | 5,790 | $249.5K | 0.29% | +5,790 | New |
| Mutual Advisors, LLC | 5,919 | $255.1K | 0.01% | +20+0.3% | Added |
| Private Wealth Strategies, L.L.C. | 5,949 | $256.4K | 0.07% | +5,949 | New |
| Truist Financial Corp | 5,962 | $257.0K | 0.00% | +541+10.0% | Added |
| F&V Capital Management, LLC | 6,000 | $259.0K | 0.09% | +6,000 | New |
| Victory Capital Management Inc | 6,084 | $262.2K | 0.00% | −30.0% | Reduced |
| Stratos Wealth Partners, LTD. | 6,114 | $263.5K | 0.01% | +353+6.1% | Added |
| Americana Partners, LLC | 6,201 | $267.3K | 0.05% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,475 | $279.1K | 0.03% | +34+0.5% | Added |
| Boston Private Wealth LLC | 6,524 | $281.2K | 0.00% | +1,298+24.8% | Added |
| Monograph Wealth Advisors, LLC | 6,780 | $292.0K | 0.08% | +6,780 | New |
| Guggenheim Capital LLC | 6,804 | $293.3K | 0.00% | +1,220+21.8% | Added |
| Security National Bank of Sioux City Iowa | 7,000 | $302.0K | 0.23% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,042 | $303.5K | 0.07% | +73+1.0% | Added |
| TownSquare Capital, LLC | 7,159 | $308.5K | 0.01% | +7,159 | New |
| Acadian Asset Management LLC | 7,195 | $310.0K | 0.00% | −6,461−47.3% | Reduced |
| Mariner, LLC | 7,438 | $321.0K | 0.00% | +1,931+35.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,595 | $327.3K | 0.09% | +7,595 | New |
| Cetera Investment Advisers | 7,918 | $341.3K | 0.00% | +7,918 | New |
| Benjamin F. Edwards & Company, Inc. | 7,958 | $343.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 8,311 | $358.2K | 0.00% | +1,292+18.4% | Added |
| Tradition Wealth Management, LLC | 8,642 | $372.0K | 0.05% | +57+0.7% | Added |
| Davidson Trust Co | 9,000 | $387.9K | 0.34% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 9,120 | $393.1K | 0.11% | −1,370−13.1% | Reduced |
| GWM Advisors LLC | 9,284 | $400.1K | 0.01% | +2,210+31.2% | Added |
| Great Valley Advisor Group, Inc. | 9,330 | $402.1K | 0.02% | −83−0.9% | Reduced |
| Anchor Investment Management, LLC | 9,978 | $430.1K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 9,989 | $431.0K | 0.02% | +857+9.4% | Added |
| PSI Advisors, LLC | 10,266 | $442.4K | 0.24% | −1,965−16.1% | Reduced |
| Good Life Advisors, LLC | 10,380 | $447.4K | 0.06% | +780+8.1% | Added |