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, Q3 2023
Institutional positions in Sunoco LP as of Sep 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
- 188
- −1 vs. Q2 2023
- Shares held
- 19.4M
- +1.48M (+8.2%) vs. Q2 2023
- Total value
- $950.1M
- +$169.0M (+21.6%) vs. Q2 2023
- New holders
- 19
- 68 more added
- Sold out
- 20
- 42 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |