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.
Q3 2023 vs. Q2 2023
How the institutions holding Sunoco LP changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 189 | 188 | −1 |
| Shares | 17.9M | 19.4M | +1.48M (+8.2%) |
| Value | $781.1M | $950.1M | +$169.0M (+21.6%) |
New holders (19)
Institutions that held Sunoco LP at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Old Mission Capital LLC | 76,877 | $3.76M | 0.13% |
| Nomura Holdings Inc | 28,200 | $1.38M | 0.01% |
| Virtu Financial LLC | 17,297 | $847.0K | 0.08% |
| Mirabella Financial Services LLP | 15,868 | $776.7K | 0.11% |
| AXS Investments LLC | 8,000 | $391.6K | 0.10% |
| Avantax Advisory Services, Inc. | 7,914 | $387.4K | 0.00% |
| Legacy Advisors, LLC | 7,000 | $342.6K | 0.06% |
| Westwood Holdings Group Inc. | 6,799 | $333.0K | 0.00% |
| IFG Advisory, LLC | 5,791 | $283.5K | 0.02% |
| Mutual Advisors, LLC | 5,314 | $260.1K | 0.01% |
| Arkadios Wealth Advisors | 4,425 | $216.6K | 0.02% |
| Key Client Fiduciary Advisors, LLC | 4,315 | $211.2K | 0.13% |
| Ameritas Advisory Services, LLC | 4,210 | $208.8K | 0.01% |
| Silvercrest Asset Management Group LLC | 4,250 | $208.0K | 0.00% |
| CWA Asset Management Group, LLC | 4,111 | $201.3K | 0.01% |
| Avalon Trust Co | 500 | $24.5K | 0.00% |
| DHJJ Financial Advisors, Ltd. | 500 | $24.5K | 0.01% |
| LGT Financial Advisors LLC | 100 | $4.89K | 0.01% |
| NBC Securities, Inc. | 50 | $2.00K | 0.00% |
Sold out (20)
Institutions that held Sunoco LP at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Bramshill Investments, LLC | 39,380 | $1.72M |
| Gsa Capital Partners LLP | 13,145 | $573.0K |
| Great Valley Advisor Group, Inc. | 10,182 | $443.5K |
| Jump Financial, LLC | 9,300 | $405.1K |
| Group One Trading, L.P. | 8,740 | $380.7K |
| Simplex Trading, LLC | 8,277 | $360.0K |
| Synovus Financial Corp | 7,199 | $313.6K |
| Guggenheim Capital LLC | 7,181 | $312.8K |
| SeaCrest Wealth Management, LLC | 5,024 | $218.9K |
| Prime Capital Investment Advisors, LLC | 4,940 | $215.2K |
| Walleye Trading LLC | 2,037 | $88.7K |
| Brown Brothers Harriman & Co | 2,000 | $87.1K |
| Gradient Investments LLC | 600 | $26.1K |
| ICA Group Wealth Management, LLC | 500 | $21.8K |
| PEAK6 Investments LLC | 288 | $12.5K |
| Bokf, NA | 200 | $8.71K |
| Buck Wealth Strategies, LLC | 200 | $8.71K |
| Worth Asset Management, LLC | 191 | $8.32K |
| Prestige Wealth Management Group LLC | 120 | $5.22K |
| PFG Private Wealth Management, LLC | 3 | $131 |