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.
Q2 2023 vs. Q1 2023
How the institutions holding Sunoco LP changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 182 | 189 | +7 |
| Shares | 18.0M | 17.9M | −53.4K (−0.3%) |
| Value | $793.1M | $781.1M | −$12.1M (−1.5%) |
New holders (23)
Institutions that held Sunoco LP at the end of Q2 2023 but not at the end of Q1 2023.
Sold out (16)
Institutions that held Sunoco LP at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Valeo Financial Advisors, LLC | 99,644 | $4.37M |
| Kestra Private Wealth Services, LLC | 17,535 | $769.6K |
| Monograph Wealth Advisors, LLC | 6,780 | $297.6K |
| Private Wealth Strategies, L.L.C. | 6,054 | $265.7K |
| M Holdings Securities, Inc. | 5,735 | $252.0K |
| Mutual Advisors, LLC | 5,673 | $249.0K |
| Two Sigma Securities, LLC | 4,795 | $210.5K |
| Arrow Investment Advisors, LLC | 4,586 | $201.3K |
| Ameritas Advisory Services, LLC | 4,111 | $185.2K |
| Belpointe Asset Management LLC | 2,196 | $96.4K |
| Advisory Services Network, LLC | 1,500 | $65.8K |
| NewSquare Capital LLC | 300 | $13.2K |
| IFP Advisors, Inc | 328 | $8.59K |
| Accel Wealth Management | 135 | $5.92K |
| Capital Management Associates | 100 | $4.39K |
| FMR LLC | 2 | $88 |