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, Q2 2023
Institutional positions in Sunoco LP as of Jun 30, 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
- 189
- +7 vs. Q1 2023
- Shares held
- 17.9M
- −53.4K (−0.3%) vs. Q1 2023
- Total value
- $781.1M
- −$12.1M (−1.5%) vs. Q1 2023
- New holders
- 23
- 53 more added
- Sold out
- 16
- 52 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PFG Private Wealth Management, LLC | 3 | $131 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 4 | $193 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $392 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13 | $566 | 0.00% | −1,332−99.0% | Reduced |
| Kelly Financial Services LLC | 13 | $575 | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.44K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.44K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 33 | $1.44K | 0.00% | +33 | New |
| Stone House Investment Management, LLC | 49 | $2.13K | 0.00% | +1+2.1% | Added |
| Glen Eagle Advisors, LLC | 50 | $2.18K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 53 | $2.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $2.92K | 0.00% | +67 | New |
| Signaturefd, LLC | 75 | $3.27K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 120 | $5.22K | 0.00% | +2+1.7% | Added |
| Quent Capital, LLC | 165 | $7.19K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 191 | $8.32K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 200 | $8.71K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $8.71K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 200 | $8.71K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 205 | $8.92K | 0.00% | +4+2.0% | Added |
| Byrne Asset Management LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 250 | $10.9K | 0.00% | +250 | New |
| PEAK6 Investments LLC | 288 | $12.5K | 0.00% | −15,224−98.1% | Reduced |
| Bartlett & Co. LLC | 330 | $14.0K | 0.00% | +330 | New |
| Bartlett & Co. Wealth Management LLC | 330 | $14.4K | 0.00% | +330 | New |
| Huntington National Bank | 331 | $14.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 372 | $16.2K | 0.00% | +3+0.8% | Added |
| ICA Group Wealth Management, LLC | 500 | $21.8K | 0.01% | −500−50.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $21.8K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 500 | $21.8K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 600 | $26.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 600 | $26.1K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 650 | $28.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 701 | $31.0K | 0.00% | +199+39.6% | Added |
| Front Row Advisors LLC | 750 | $33.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 850 | $37.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 866 | $37.7K | 0.01% | +16+1.9% | Added |
| Harbour Investments, Inc. | 969 | $42.2K | 0.00% | +4+0.4% | Added |
| Focused Wealth Management, Inc | 1,021 | $44.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,058 | $46.1K | 0.01% | +20+1.9% | Added |
| Johnson Financial Group, Inc. | 1,200 | $52.3K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,250 | $54.5K | 0.03% | −100−7.4% | Reduced |
| Sunbelt Securities, Inc. | 1,281 | $55.8K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,400 | $61.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,584 | $69.0K | 0.01% | +500+46.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,765 | $76.9K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,924 | $83.8K | 0.08% | −758−28.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $87.0K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $87.1K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,037 | $88.7K | 0.00% | +2,037 | New |
| Parallel Advisors, LLC | 2,083 | $90.8K | 0.00% | −574−21.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,576 | $112.2K | 0.00% | +1,976+329.3% | Added |
| Salem Investment Counselors Inc | 2,666 | $116.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,481 | $151.6K | 0.07% | −43−1.2% | Reduced |
| Virtus Investment Advisers, Inc. | 4,380 | $190.8K | 0.13% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,593 | $200.1K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 4,713 | $205.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 4,780 | $208.2K | 0.00% | +4,780 | New |
| TownSquare Capital, LLC | 4,874 | $212.3K | 0.00% | +4,874 | New |
| Willis Investment Counsel | 4,883 | $212.7K | 0.01% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,927 | $214.6K | 0.11% | +93+1.9% | Added |
| Prime Capital Investment Advisors, LLC | 4,940 | $215.2K | 0.00% | +4,940 | New |
| SeaCrest Wealth Management, LLC | 5,024 | $218.9K | 0.03% | −183−3.5% | Reduced |
| WealthPLAN Partners, LLC | 5,247 | $228.6K | 0.03% | −5,039−49.0% | Reduced |
| Boston Private Wealth LLC | 5,280 | $230.0K | 0.00% | −506−8.7% | Reduced |
| Truist Financial Corp | 5,315 | $231.5K | 0.00% | +753+16.5% | Added |
| EP Wealth Advisors, LLC | 8,663 | $238.1K | 0.00% | −56,808−86.8% | Reduced |
| Americana Partners, LLC | 5,688 | $247.8K | 0.03% | −513−8.3% | Reduced |
| PFG Investments, LLC | 5,741 | $250.1K | 0.04% | +5,741 | New |
| HFG Advisors, Inc. | 5,790 | $252.2K | 0.27% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 5,950 | $259.2K | 0.06% | −1,550−20.7% | Reduced |
| F&V Capital Management, LLC | 6,000 | $261.0K | 0.08% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,055 | $264.0K | 0.00% | +1,425+30.8% | Added |
| Financial Counselors Inc | 6,199 | $270.0K | 0.01% | +6,199 | New |
| Wealthcare Advisory Partners LLC | 6,232 | $271.5K | 0.01% | +20.0% | Added |
| Crescent Grove Advisors, LLC | 6,295 | $274.2K | 0.03% | +6,295 | New |
| L.M. Kohn & Company | 6,300 | $274.4K | 0.10% | +6,300 | New |
| GWM Advisors LLC | 6,334 | $275.9K | 0.00% | +83+1.3% | Added |
| Stratos Wealth Partners, LTD. | 6,452 | $281.1K | 0.01% | +1,575+32.3% | Added |
| Davenport & Co LLC | 6,550 | $285.3K | 0.00% | +6,550 | New |
| Jaffetilchin Investment Partners, LLC | 6,589 | $287.0K | 0.03% | +182+2.8% | Added |
| Anchor Investment Management, LLC | 6,663 | $290.2K | 0.04% | −3,315−33.2% | Reduced |
| Independent Advisor Alliance | 6,729 | $293.1K | 0.01% | +10.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,896 | $300.4K | 0.06% | +16+0.2% | Added |
| Cresset Asset Management, LLC | 6,988 | $304.4K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,000 | $304.9K | 0.23% | +7,000 | New |
| Cetera Advisor Networks LLC | 7,056 | $307.4K | 0.00% | +1,640+30.3% | Added |
| Guggenheim Capital LLC | 7,181 | $312.8K | 0.00% | −180−2.4% | Reduced |
| Synovus Financial Corp | 7,199 | $313.6K | 0.00% | +135+1.9% | Added |
| Castleark Management LLC | 7,390 | $321.9K | 0.01% | −2,400−24.5% | Reduced |
| Mariner, LLC | 7,510 | $327.1K | 0.00% | −962−11.4% | Reduced |
| State of Wyoming | 7,583 | $330.3K | 0.10% | +3,626+91.6% | Added |
| Good Life Advisors, LLC | 7,868 | $342.7K | 0.04% | −3,080−28.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,958 | $347.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8,150 | $355.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,277 | $360.0K | 0.02% | +819+11.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 8,295 | $361.3K | 0.01% | +8,295 | New |
| IHT Wealth Management, LLC | 8,498 | $370.2K | 0.02% | −75−0.9% | Reduced |
| Envestnet Asset Management Inc | 8,643 | $376.5K | 0.00% | +990+12.9% | Added |
| Group One Trading, L.P. | 8,740 | $380.7K | 0.02% | −3,818−30.4% | Reduced |