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, Q4 2023
Institutional positions in Sunoco LP as of Dec 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
- 211
- +25 vs. Q3 2023
- Shares held
- 24.5M
- +5.12M (+26.4%) vs. Q3 2023
- Total value
- $1.47B
- +$519.7M (+54.8%) vs. Q3 2023
- New holders
- 45
- 53 more added
- Sold out
- 20
- 58 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4 | $266 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $540 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 14 | $819 | 0.00% | +1+7.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 33 | $1.98K | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.98K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.98K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 53 | $3.18K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $4.02K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $4.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $4.73K | 0.00% | +79 | New |
| Stone House Investment Management, LLC | 95 | $5.69K | 0.00% | +45+90.0% | Added |
| CWM, LLC | 103 | $6.00K | 0.00% | −98−48.8% | Reduced |
| LGT Financial Advisors LLC | 102 | $6.09K | 0.01% | +2+2.0% | Added |
| Sachetta, LLC | 135 | $8.09K | 0.00% | +135 | New |
| Glen Eagle Advisors, LLC | 143 | $8.57K | 0.00% | +93+186.0% | Added |
| Rockbridge Investment Management, LCC | 154 | $9.23K | 0.00% | +154 | New |
| Pineridge Advisors LLC | 157 | $9.44K | 0.00% | +157 | New |
| Quent Capital, LLC | 165 | $9.89K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $12.0K | 0.00% | −1,385−87.4% | Reduced |
| Global Financial Private Client, LLC | 200 | $12.0K | 0.01% | +200 | New |
| Byrne Asset Management LLC | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 212 | $12.7K | 0.00% | +3+1.4% | Added |
| National Bank of Canada | 250 | $14.2K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 280 | $16.8K | 0.02% | +280 | New |
| Steward Partners Investment Advisory, LLC | 300 | $18.0K | 0.00% | −304−50.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 327 | $19.6K | 0.00% | −842−72.0% | Reduced |
| Huntington National Bank | 331 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $20.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 330 | $21.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 378 | $22.7K | 0.00% | +3+0.8% | Added |
| Headlands Technologies LLC | 402 | $24.1K | 0.01% | +402 | New |
| Principal Securities, Inc. | 448 | $26.9K | 0.00% | +448 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 500 | $30.0K | 0.00% | +500 | New |
| ICA Group Wealth Management, LLC | 500 | $30.0K | 0.01% | +500 | New |
| Parallel Advisors, LLC | 617 | $37.0K | 0.00% | +9+1.5% | Added |
| Lee Financial Co | 650 | $39.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 700 | $42.0K | 0.00% | +500+250.0% | Added |
| Front Row Advisors LLC | 750 | $44.9K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 800 | $47.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 850 | $50.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 881 | $52.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 885 | $53.0K | 0.01% | +3+0.3% | Added |
| Focused Wealth Management, Inc | 1,021 | $61.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,052 | $63.0K | 0.00% | −6,305−85.7% | Reduced |
| Harbour Investments, Inc. | 1,093 | $65.5K | 0.00% | +121+12.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,094 | $65.6K | 0.01% | +17+1.6% | Added |
| Johnson Financial Group, Inc. | 1,200 | $71.9K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,250 | $74.9K | 0.01% | −150−10.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,584 | $94.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $120.0K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,250 | $134.8K | 0.00% | +2,250 | New |
| Bessemer Group Inc | 2,550 | $153.0K | 0.00% | +2,550 | New |
| Salem Investment Counselors Inc | 2,666 | $159.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,888 | $173.1K | 0.03% | −1,963−40.5% | Reduced |
| Retirement Solution Inc. | 3,342 | $200.3K | 0.06% | +3,342 | New |
| Blair William & Co | 3,402 | $203.9K | 0.00% | +3,402 | New |
| Arrow Investment Advisors, LLC | 3,460 | $207.4K | 0.18% | +3,460 | New |
| Alpha Cubed Investments, LLC | 3,462 | $207.5K | 0.01% | +3,462 | New |
| Lakeview Capital Partners, LLC | 3,487 | $209.0K | 0.04% | +3,487 | New |
| Retirement Income Solutions, Inc | 3,500 | $209.8K | 0.05% | +3,500 | New |
| SG Americas Securities, LLC | 3,538 | $212.0K | 0.00% | −10,541−74.9% | Reduced |
| Park Avenue Securities LLC | 3,537 | $212.0K | 0.00% | +3,537 | New |
| Kovack Advisors, Inc. | 3,564 | $213.6K | 0.03% | +3,564 | New |
| Strategic Blueprint, LLC | 3,586 | $214.9K | 0.02% | +3,586 | New |
| First Financial Bankshares Inc | 3,600 | $215.7K | 0.01% | +3,600 | New |
| True North Advisors, LLC | 3,616 | $216.7K | 0.06% | +3,616 | New |
| Cetera Advisors LLC | 3,687 | $220.9K | 0.00% | +3,687 | New |
| IPG Investment Advisors LLC | 3,760 | $225.3K | 0.05% | −990−20.8% | Reduced |
| Tyche Wealth Partners LLC | 3,777 | $226.3K | 0.05% | +3,777 | New |
| Raymond James Trust N.A. | 3,784 | $226.8K | 0.01% | +3,784 | New |
| Wealth Alliance | 3,788 | $227.0K | 0.03% | +3,788 | New |
| Kanawha Capital Management LLC | 3,800 | $227.7K | 0.02% | +3,800 | New |
| Northern Trust Corp | 3,829 | $229.5K | 0.00% | +3,829 | New |
| Prime Capital Investment Advisors, LLC | 3,953 | $236.9K | 0.00% | +3,953 | New |
| TownSquare Capital, LLC | 3,987 | $239.0K | 0.00% | −572−12.5% | Reduced |
| Anchor Investment Management, LLC | 4,000 | $239.7K | 0.03% | −2,663−40.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,040 | $242.1K | 0.07% | +4,040 | New |
| CWA Asset Management Group, LLC | 4,111 | $246.4K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,133 | $249.1K | 0.01% | −77−1.8% | Reduced |
| Arkadios Wealth Advisors | 4,160 | $249.3K | 0.02% | −265−6.0% | Reduced |
| Two Sigma Securities, LLC | 4,291 | $257.2K | 0.01% | +4,291 | New |
| Brown Advisory Inc | 4,343 | $260.3K | 0.00% | −250−5.4% | Reduced |
| Oppenheimer Asset Management Inc. | 4,357 | $261.1K | 0.00% | +4,357 | New |
| Virtus Investment Advisers, Inc. | 4,380 | $262.5K | 0.20% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,418 | $264.8K | 0.01% | +4,418 | New |
| Davenport & Co LLC | 4,550 | $272.7K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 4,713 | $282.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 4,780 | $286.5K | 0.00% | 00.0% | Unchanged |
| Willis Investment Counsel | 4,883 | $292.6K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 5,000 | $299.6K | 0.03% | −3,150−38.7% | Reduced |
| Centennial Wealth Advisory LLC | 5,098 | $305.5K | 0.16% | +78+1.6% | Added |
| Mutual Advisors, LLC | 5,241 | $314.1K | 0.01% | −73−1.4% | Reduced |
| Truist Financial Corp | 5,357 | $321.0K | 0.00% | −2,593−32.6% | Reduced |
| PFG Investments, LLC | 5,767 | $345.6K | 0.06% | +12+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,777 | $346.2K | 0.07% | −146−2.5% | Reduced |
| HFG Advisors, Inc. | 5,790 | $347.0K | 0.33% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,791 | $347.1K | 0.03% | 00.0% | Unchanged |