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Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in Sunoco LP as of Mar 31, 2023. 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
182
+5 vs. Q4 2022
Shares held
18.0M
+428.8K (+2.4%) vs. Q4 2022
Total value
$793.1M
+$35.9M (+4.7%) vs. Q4 2022
New holders
28
53 more added
Sold out
23
49 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 182 institutions
Q1 2021: 134 institutionsQ2 2021: 148 institutionsQ3 2021: 146 institutionsQ4 2021: 161 institutionsQ1 2022: 170 institutionsQ2 2022: 168 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 182 institutionsQ2 2023: 189 institutionsQ3 2023: 188 institutionsQ4 2023: 211 institutionsQ1 2024: 211 institutionsQ2 2024: 275 institutionsQ3 2024: 276 institutionsQ4 2024: 270 institutionsQ1 2025: 293 institutionsQ2 2025: 282 institutionsQ3 2025: 274 institutionsQ4 2025: 276 institutionsQ1 2026: 297 institutionsQ2 2026: 304 institutions
Value heldQ1 2023: $793.1M
Q1 2021: $672.2MQ2 2021: $714.8MQ3 2021: $673.1MQ4 2021: $714.3MQ1 2022: $714.4MQ2 2022: $635.0MQ3 2022: $641.0MQ4 2022: $757.6MQ1 2023: $793.1MQ2 2023: $781.1MQ3 2023: $950.1MQ4 2023: $1.47BQ1 2024: $1.27BQ2 2024: $3.31BQ3 2024: $3.13BQ4 2024: $3.12BQ1 2025: $3.57BQ2 2025: $3.41BQ3 2025: $3.22BQ4 2025: $3.48BQ1 2026: $4.39BQ2 2026: $4.51B
Institutions holding SUN and their total value by quarter
QuarterHoldersValue
Q2 2026304$4.51B
Q1 2026297$4.39B
Q4 2025276$3.48B
Q3 2025274$3.22B
Q2 2025282$3.41B
Q1 2025293$3.57B
Q4 2024270$3.12B
Q3 2024276$3.13B
Q2 2024275$3.31B
Q1 2024211$1.27B
Q4 2023211$1.47B
Q3 2023188$950.1M
Q2 2023189$781.1M
Q1 2023182$793.1M
Q4 2022179$757.6M
Q3 2022169$641.0M
Q2 2022168$635.0M
Q1 2022170$714.4M
Q4 2021161$714.3M
Q3 2021146$673.1M
Q2 2021148$714.8M
Q1 2021134$672.2M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q4 2022.

Institutions holding SUN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cresset Asset Management, LLC6,988$306.7K0.01%+6,988New
Patriot Financial Group Insurance Agency, LLC6,880$301.9K0.06%−162−2.3%Reduced
Monograph Wealth Advisors, LLC6,780$297.6K0.07%00.0%Unchanged
Independent Advisor Alliance6,728$295.3K0.01%+6,728New
Jaffetilchin Investment Partners, LLC6,407$281.2K0.03%−68−1.1%Reduced
GWM Advisors LLC6,251$276.2K0.00%−3,033−32.7%Reduced
Wealthcare Advisory Partners LLC6,230$273.4K0.01%+447+7.7%Added
Americana Partners, LLC6,201$272.2K0.04%00.0%Unchanged
Private Wealth Strategies, L.L.C.6,054$265.7K0.07%+105+1.8%Added
F&V Capital Management, LLC6,000$263.0K0.09%00.0%Unchanged
HFG Advisors, Inc.5,790$254.1K0.29%00.0%Unchanged
Boston Private Wealth LLC5,786$253.9K0.00%−738−11.3%Reduced
M Holdings Securities, Inc.5,735$252.0K0.03%+5,735New
Mutual Advisors, LLC5,673$249.0K0.01%−246−4.2%Reduced
Cetera Advisor Networks LLC5,416$237.7K0.00%+28+0.5%Added
SeaCrest Wealth Management, LLC5,207$228.5K0.03%−3−0.1%Reduced
Willis Investment Counsel4,883$214.3K0.01%00.0%Unchanged
Stratos Wealth Partners, LTD.4,877$214.1K0.01%−1,237−20.2%Reduced
Centennial Wealth Advisory LLC4,834$212.2K0.11%+82+1.7%Added
Two Sigma Securities, LLC4,795$210.5K0.02%+4,795New
Carnegie Capital Asset Management, LLC4,713$206.9K0.01%−60−1.3%Reduced
MML Investors Services, LLC4,630$203.0K0.00%+4,630New
Brown Advisory Inc4,593$201.6K0.00%+4,593New
Arrow Investment Advisors, LLC4,586$201.3K0.15%+4,586New
Truist Financial Corp4,562$200.2K0.00%−1,400−23.5%Reduced
Virtus Investment Advisers, Inc.4,380$192.2K0.13%−150−3.3%Reduced
Ameritas Advisory Services, LLC4,111$185.2K0.01%+4,111New
State of Wyoming3,957$173.7K0.06%+2,539+179.1%Added
Newbridge Financial Services Group, Inc.3,524$154.7K0.08%−545−13.4%Reduced
US Bancorp3,000$131.7K0.00%−500−14.3%Reduced
Counterpoint Mutual Funds LLC2,682$117.7K0.10%+2,682New
Salem Investment Counselors Inc2,666$117.0K0.00%+642+31.7%Added
Parallel Advisors, LLC2,657$116.6K0.00%+9+0.3%Added
Belpointe Asset Management LLC2,196$96.4K0.01%+383+21.1%Added
Farmers & Merchants Trust Co of Chambersburg PA2,000$88.0K0.06%00.0%Unchanged
Brown Brothers Harriman & Co2,000$87.8K0.00%+2,000New
Federation des caisses Desjardins du Quebec1,765$77.5K0.00%00.0%Unchanged
Advisory Services Network, LLC1,500$65.8K0.00%+500+50.0%Added
Estabrook Capital Management1,400$61.4K0.01%00.0%Unchanged
CNB Bank1,350$59.3K0.04%00.0%Unchanged
Tower Research Capital LLC (TRC)1,345$59.0K0.00%+1,250+1,315.8%Added
Sunbelt Securities, Inc.1,281$56.0K0.01%+1,281New
Johnson Financial Group, Inc.1,200$52.7K0.00%+1,200New
EverSource Wealth Advisors, LLC1,084$47.6K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,038$45.6K0.01%+1,038New
Focused Wealth Management, Inc1,021$44.8K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC1,000$43.9K0.01%00.0%Unchanged
Harbour Investments, Inc.965$42.4K0.00%+372+62.7%Added
Private Trust Co NA850$37.3K0.01%+200+30.8%Added
Key Financial Inc850$37.3K0.01%+839+7,627.3%Added
Front Row Advisors LLC750$33.0K0.02%00.0%Unchanged
Lee Financial Co650$28.5K0.00%−21,000−97.0%Reduced
Gradient Investments LLC600$26.3K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co600$26.3K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC600$26.3K0.00%+600New
CWM, LLC502$22.0K0.00%+500+25,000.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC500$21.9K0.00%00.0%Unchanged
Compass Wealth Management LLC500$21.9K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc369$16.2K0.00%+4+1.1%Added
Huntington National Bank331$14.5K0.00%−356−51.8%Reduced
NewSquare Capital LLC300$13.2K0.00%00.0%Unchanged
Byrne Asset Management LLC200$9.00K0.01%00.0%Unchanged
Geneos Wealth Management Inc.201$8.82K0.00%+3+1.5%Added
Allworth Financial LP200$8.78K0.00%00.0%Unchanged
Bokf, NA200$8.78K0.00%+200New
IFP Advisors, Inc328$8.59K0.00%−300−47.8%Reduced
Worth Asset Management, LLC191$8.38K0.01%00.0%Unchanged
Quent Capital, LLC165$7.24K0.00%00.0%Unchanged
Accel Wealth Management135$5.92K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC118$5.16K0.00%+2+1.7%Added
Capital Management Associates100$4.39K0.01%00.0%Unchanged
Signaturefd, LLC75$3.29K0.00%+75New
Cedar Mountain Advisors, LLC53$2.33K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC50$2.19K0.00%00.0%Unchanged
Stone House Investment Management, LLC48$2.11K0.00%+48New
Rudius Management LP33$1.45K0.00%00.0%Unchanged
Global Wealth Strategies & Associates33$1.45K0.00%00.0%Unchanged
Kelly Financial Services LLC13$5690.00%00.0%Unchanged
Hexagon Capital Partners LLC9$3950.00%00.0%Unchanged
BlackRock Inc.4$1950.00%+4New
PFG Private Wealth Management, LLC3$1320.00%00.0%Unchanged
FMR LLC2$880.00%+2New
Advisors Capital Management, LLC0$00.00%−99,810−100.0%Sold out
Jump Financial, LLC0$00.00%−36,375−100.0%Sold out
Virtu Financial LLC0$00.00%−18,980−100.0%Sold out
WealthPlan Investment Management, LLC0$00.00%−10,276−100.0%Sold out
Cetera Investment Advisers0$00.00%−7,918−100.0%Sold out
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors0$00.00%−7,595−100.0%Sold out
TownSquare Capital, LLC0$00.00%−7,159−100.0%Sold out
Victory Capital Management Inc0$00.00%−6,084−100.0%Sold out
Gladstone Institutional Advisory LLC0$00.00%−5,450−100.0%Sold out
Verition Fund Management LLC0$00.00%−5,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−4,956−100.0%Sold out
Lido Advisors, LLC0$00.00%−4,892−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−4,790−100.0%Sold out
Sheaff Brock Investment Advisors, LLC0$00.00%−4,665−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−1,796−100.0%Sold out
Optimum Investment Advisors0$00.00%−1,000−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−1,000−100.0%Sold out
Romano Brothers and Company0$00.00%−500−100.0%Sold out