Skip to main content

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.

Q1 2023 vs. Q4 2022

How the institutions holding Sunoco LP changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of SUN: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1792182+5
Shares17.6M7.12K18.0M+428.8K (+2.4%)
Value$757.6M$307.0K$793.1M+$35.9M (+4.7%)

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Sunoco LP at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to SUN in Q1 2023
InstitutionSharesValue% of portfolio
Valeo Financial Advisors, LLC99,644$4.37M0.21%
Fractal Investments LLC20,000$877.8K0.20%
Kestra Private Wealth Services, LLC17,535$769.6K0.03%
PEAK6 Investments LLC15,512$680.8K0.04%
Focus Financial Network, Inc.14,023$615.5K0.04%
Group One Trading, L.P.12,558$551.2K0.03%
Castleark Management LLC9,790$429.7K0.02%
IHT Wealth Management, LLC8,573$376.3K0.02%
Synovus Financial Corp7,064$310.0K0.00%
Cresset Asset Management, LLC6,988$306.7K0.01%
Independent Advisor Alliance6,728$295.3K0.01%
M Holdings Securities, Inc.5,735$252.0K0.03%
Two Sigma Securities, LLC4,795$210.5K0.02%
MML Investors Services, LLC4,630$203.0K0.00%
Brown Advisory Inc4,593$201.6K0.00%
Arrow Investment Advisors, LLC4,586$201.3K0.15%
Ameritas Advisory Services, LLC4,111$185.2K0.01%
Counterpoint Mutual Funds LLC2,682$117.7K0.10%
Brown Brothers Harriman & Co2,000$87.8K0.00%
Sunbelt Securities, Inc.1,281$56.0K0.01%
Johnson Financial Group, Inc.1,200$52.7K0.00%
GPS Wealth Strategies Group, LLC1,038$45.6K0.01%
Steward Partners Investment Advisory, LLC600$26.3K0.00%
Bokf, NA200$8.78K0.00%
Signaturefd, LLC75$3.29K0.00%
Stone House Investment Management, LLC48$2.11K0.00%
BlackRock Inc.4$1950.00%
FMR LLC2$880.00%

Sold out (23)

Institutions that held Sunoco LP at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (2)

Institutions that held Sunoco LP at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Security National Bank of Sioux City Iowa7,000$302.0K
Boulder Wealth Advisors, LLC120$5.00K