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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 6,475 | $279.1K | 0.03% | +34+0.5% | Added |
| Americana Partners, LLC | 6,201 | $267.3K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,114 | $263.5K | 0.01% | +353+6.1% | Added |
| Victory Capital Management Inc | 6,084 | $262.2K | 0.00% | −30.0% | Reduced |
| F&V Capital Management, LLC | 6,000 | $259.0K | 0.09% | +6,000 | New |
| Truist Financial Corp | 5,962 | $257.0K | 0.00% | +541+10.0% | Added |
| Private Wealth Strategies, L.L.C. | 5,949 | $256.4K | 0.07% | +5,949 | New |
| Mutual Advisors, LLC | 5,919 | $255.1K | 0.01% | +20+0.3% | Added |
| HFG Advisors, Inc. | 5,790 | $249.5K | 0.29% | +5,790 | New |
| Wealthcare Advisory Partners LLC | 5,783 | $249.3K | 0.01% | +20.0% | Added |
| Gladstone Institutional Advisory LLC | 5,450 | $234.9K | 0.02% | −1,600−22.7% | Reduced |
| Cetera Advisor Networks LLC | 5,388 | $232.2K | 0.00% | +5,388 | New |
| EP Wealth Advisors, LLC | 5,356 | $230.8K | 0.00% | −7,428−58.1% | Reduced |
| SeaCrest Wealth Management, LLC | 5,210 | $224.6K | 0.03% | −432−7.7% | Reduced |
| Verition Fund Management LLC | 5,000 | $215.5K | 0.00% | +5,000 | New |
| Gsa Capital Partners LLP | 4,956 | $214.0K | 0.03% | −1,377−21.7% | Reduced |
| Lido Advisors, LLC | 4,892 | $210.9K | 0.00% | −2,798−36.4% | Reduced |
| Willis Investment Counsel | 4,883 | $210.5K | 0.01% | +4,883 | New |
| Prime Capital Investment Advisors, LLC | 4,790 | $206.4K | 0.01% | +4,790 | New |
| Carnegie Capital Asset Management, LLC | 4,773 | $205.7K | 0.01% | +4,773 | New |
| Centennial Wealth Advisory LLC | 4,752 | $204.8K | 0.11% | +4,752 | New |
| Sheaff Brock Investment Advisors, LLC | 4,665 | $201.1K | 0.02% | +4,665 | New |
| Money Concepts Capital Corp | 4,550 | $196.1K | 0.01% | +3,345+277.6% | Added |
| Virtus Investment Advisers, Inc. | 4,530 | $195.2K | 0.13% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,069 | $175.4K | 0.10% | +1,299+46.9% | Added |
| Citadel Advisors LLC | 3,997 | $172.3K | 0.00% | +3,997 | New |
| US Bancorp | 3,500 | $150.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,648 | $114.1K | 0.00% | +9+0.3% | Added |
| Salem Investment Counselors Inc | 2,024 | $87.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $86.0K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,813 | $78.1K | 0.00% | +1,813 | New |
| MinichMacGregor Wealth Management, LLC | 1,796 | $77.4K | 0.03% | +1,796 | New |
| Federation des caisses Desjardins du Quebec | 1,765 | $76.1K | 0.00% | −3,800−68.3% | Reduced |
| State of Wyoming | 1,418 | $61.1K | 0.02% | −1,052−42.6% | Reduced |
| Estabrook Capital Management | 1,400 | $60.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,350 | $58.2K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,084 | $46.7K | 0.01% | +1,084 | New |
| Focused Wealth Management, Inc | 1,021 | $44.0K | 0.01% | 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 |
| Front Row Advisors LLC | 750 | $32.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 687 | $29.6K | 0.00% | −350−33.8% | Reduced |
| Private Trust Co NA | 650 | $28.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 600 | $25.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $25.9K | 0.00% | +600 | New |
| Harbour Investments, Inc. | 593 | $25.6K | 0.00% | +208+54.0% | Added |
| 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 |
| IFP Advisors, Inc | 628 | $17.0K | 0.00% | −122−16.3% | Reduced |
| Armstrong Advisory Group, Inc | 365 | $15.7K | 0.00% | +365 | New |
| NewSquare Capital LLC | 300 | $12.9K | 0.00% | +300 | New |
| Global Retirement Partners, LLC | 222 | $9.55K | 0.00% | +222 | New |
| Accurate Wealth Management, LLC | 200 | $8.85K | 0.00% | +200 | New |
| Allworth Financial LP | 200 | $8.62K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $8.62K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 198 | $8.51K | 0.00% | +4+2.1% | Added |
| Worth Asset Management, LLC | 191 | $8.23K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 165 | $7.11K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 135 | $5.82K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 127 | $5.49K | 0.00% | +2+1.6% | Added |
| Boulder Wealth Advisors, LLC | 120 | $5.00K | 0.00% | +120 | New |
| Prestige Wealth Management Group LLC | 116 | $4.98K | 0.00% | +3+2.7% | Added |
| Capital Management Associates | 100 | $4.31K | 0.01% | +100 | New |
| Tower Research Capital LLC (TRC) | 95 | $4.00K | 0.00% | +95 | New |
| Private Advisor Group, LLC | 55,411 | $2.39K | 0.00% | +16,631+42.9% | Added |
| Cedar Mountain Advisors, LLC | 53 | $2.28K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $2.15K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 38,980 | $1.68K | 0.00% | +38,980 | New |
| Rudius Management LP | 33 | $1.42K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.42K | 0.00% | +33 | New |
| Kelly Financial Services LLC | 13 | $549 | 0.00% | +1+8.3% | Added |
| Key Financial Inc | 11 | $429 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $388 | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6 | $259 | 0.00% | +6 | New |
| CWM, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −118,550−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −99,644−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −51,919−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −44,316−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −29,199−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −18,785−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −14,285−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| Spreng Capital Management, Inc. | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Ameliora Wealth Management Ltd. | 0 | $0 | 0.00% | −7,520−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −7,496−100.0% | Sold out |
| Salient Capital Advisors, LLC | 0 | $0 | 0.00% | −6,024−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −5,801−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −5,364−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |