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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 6,232 | $373.5K | 0.01% | −335−5.1% | Reduced |
| L.M. Kohn & Company | 6,300 | $377.6K | 0.12% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,422 | $384.9K | 0.04% | +17+0.3% | Added |
| XTX Topco Ltd | 6,463 | $387.3K | 0.08% | +6,463 | New |
| GWM Advisors LLC | 6,472 | $387.9K | 0.00% | +71+1.1% | Added |
| Stratos Wealth Partners, LTD. | 6,604 | $395.8K | 0.01% | +132+2.0% | Added |
| Wealthcare Advisory Partners LLC | 6,986 | $418.7K | 0.02% | −248−3.4% | Reduced |
| Cresset Asset Management, LLC | 6,988 | $418.8K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,000 | $419.5K | 0.32% | 00.0% | Unchanged |
| Castleark Management LLC | 7,390 | $442.9K | 0.02% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 7,500 | $449.0K | 0.14% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,501 | $450.0K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 7,518 | $450.5K | 0.05% | +10+0.1% | Added |
| Barr E S & Co | 7,775 | $466.0K | 0.03% | −2,750−26.1% | Reduced |
| Crescent Grove Advisors, LLC | 7,800 | $467.5K | 0.05% | −7,178−47.9% | Reduced |
| Financial Counselors Inc | 7,919 | $474.6K | 0.01% | +1,720+27.7% | Added |
| EP Wealth Advisors, LLC | 7,960 | $477.0K | 0.01% | +2,435+44.1% | Added |
| Silvercrest Asset Management Group LLC | 8,000 | $479.4K | 0.00% | +3,750+88.2% | Added |
| Good Life Advisors, LLC | 8,173 | $489.8K | 0.05% | +166+2.1% | Added |
| Tortoise Capital Advisors, L.L.C. | 8,295 | $497.1K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,450 | $506.4K | 0.01% | +536+6.8% | Added |
| IHT Wealth Management, LLC | 8,840 | $529.8K | 0.02% | −9−0.1% | Reduced |
| Steele Capital Management, Inc. | 8,932 | $535.3K | 0.03% | +8,932 | New |
| Davidson Trust Co | 9,000 | $539.4K | 0.35% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,028 | $541.0K | 0.00% | +851+10.4% | Added |
| Tradition Wealth Management, LLC | 9,339 | $560.0K | 0.06% | +59+0.6% | Added |
| National Asset Management, Inc. | 9,379 | $562.1K | 0.02% | −498−5.0% | Reduced |
| International Assets Investment Management, LLC | 9,583 | $574.3K | 0.07% | +283+3.0% | Added |
| Cetera Advisor Networks LLC | 9,658 | $578.8K | 0.00% | +471+5.1% | Added |
| PSI Advisors, LLC | 9,689 | $580.7K | 0.22% | −860−8.2% | Reduced |
| Atria Wealth Solutions, Inc. | 9,707 | $581.7K | 0.01% | −13,246−57.7% | Reduced |
| Legacy Advisors, LLC | 10,000 | $599.3K | 0.08% | +3,000+42.9% | Added |
| Brookstone Capital Management | 10,013 | $600.1K | 0.01% | +184+1.9% | Added |
| Wedbush Securities Inc | 10,335 | $619.0K | 0.03% | −999−8.8% | Reduced |
| Baldwin Brothers Inc | 10,500 | $629.3K | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 10,765 | $645.1K | 0.00% | −20.0% | Reduced |
| Mercer Global Advisors Inc | 11,185 | $670.0K | 0.00% | +101+0.9% | Added |
| Mariner, LLC | 11,278 | $675.9K | 0.00% | +3,294+41.3% | Added |
| Hudson Valley Investment Advisors Inc | 12,000 | $692.0K | 0.09% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,234 | $733.2K | 0.00% | +2,525+26.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,499 | $749.1K | 0.03% | +26+0.2% | Added |
| Baker Avenue Asset Management, LP | 13,000 | $779.1K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,777 | $826.0K | 0.00% | −118−0.8% | Reduced |
| Kayne Anderson Capital Advisors LP | 14,200 | $851.0K | 0.03% | −2,000−12.3% | Reduced |
| Quad-Cities Investment Group, LLC | 14,796 | $853.3K | 0.53% | −3,302−18.2% | Reduced |
| Ameriprise Financial Inc | 14,414 | $863.8K | 0.00% | +376+2.7% | Added |
| AE Wealth Management LLC | 14,935 | $870.0K | 0.00% | −1,753−10.5% | Reduced |
| McDonald Partners LLC | 15,000 | $899.0K | 0.27% | 00.0% | Unchanged |
| Focus Financial Network Inc | 15,107 | $905.4K | 0.03% | +15,107 | New |
| Acadian Asset Management LLC | 15,187 | $909.0K | 0.00% | −10,801−41.6% | Reduced |
| American Financial Group Inc | 15,500 | $929.0K | 0.34% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,275 | $1.04M | 0.03% | +17,275 | New |
| CI Private Wealth, LLC | 17,823 | $1.07M | 0.00% | +150+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,732 | $1.12M | 0.00% | −3,397−15.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,000 | $1.14M | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 19,282 | $1.15M | 0.23% | −3,613−15.8% | Reduced |
| Stifel Financial Corp | 19,147 | $1.15M | 0.00% | +1,191+6.6% | Added |
| Creative Planning | 19,662 | $1.18M | 0.00% | +1,684+9.4% | Added |
| Infrastructure Capital Advisors, LLC | 20,191 | $1.21M | 0.19% | +20,191 | New |
| Bramshill Investments, LLC | 20,874 | $1.25M | 0.12% | +20,874 | New |
| Finer Wealth Management, Inc. | 22,276 | $1.33M | 0.99% | +1,977+9.7% | Added |
| Texas Yale Capital Corp. | 23,400 | $1.40M | 0.07% | +12,750+119.7% | Added |
| ELCO Management Co., LLC | 24,222 | $1.45M | 0.96% | −24,255−50.0% | Reduced |
| US Bancorp | 24,762 | $1.48M | 0.00% | −1,820−6.8% | Reduced |
| XML Financial, LLC | 24,779 | $1.49M | 0.16% | +329+1.3% | Added |
| Baird Financial Group, Inc. | 26,625 | $1.60M | 0.00% | −811−3.0% | Reduced |
| Spirit of America Management Corp | 27,555 | $1.65M | 0.36% | −76,919−73.6% | Reduced |
| Citadel Advisors LLC | 27,564 | $1.65M | 0.00% | −32,908−54.4% | Reduced |
| HighTower Advisors, LLC | 27,802 | $1.67M | 0.00% | +3,152+12.8% | Added |
| Sigma Planning Corp | 28,474 | $1.71M | 0.13% | −10,426−26.8% | Reduced |
| Commonwealth Equity Services, LLC | 29,125 | $1.75M | 0.00% | −2,572−8.1% | Reduced |
| The PNC Financial Services Group, Inc. | 29,835 | $1.79M | 0.00% | −5,305−15.1% | Reduced |
| Cascade Investment Group, Inc. | 31,015 | $1.86M | 1.50% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 33,967 | $2.04M | 0.13% | +33,967 | New |
| Park Circle Co | 36,350 | $2.18M | 2.11% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 36,973 | $2.22M | 0.02% | +68+0.2% | Added |
| Apollon Wealth Management, LLC | 40,238 | $2.41M | 0.08% | +1,356+3.5% | Added |
| BNP Paribas Arbitrage, SA | 45,328 | $2.72M | 0.00% | −50,320−52.6% | Reduced |
| First Trust Advisors LP | 48,395 | $2.90M | 0.00% | −11,959−19.8% | Reduced |
| Waldron Private Wealth LLC | 50,000 | $3.00M | 0.14% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 51,973 | $3.11M | 0.01% | −376,798−87.9% | Reduced |
| Barnett & Company, Inc. | 53,950 | $3.23M | 2.42% | −9,783−15.3% | Reduced |
| Exchange Traded Concepts, LLC | 73,172 | $4.39M | 0.12% | +8,180+12.6% | Added |
| Tortoise Index Solutions, LLC | 73,350 | $4.40M | 0.82% | +8,358+12.9% | Added |
| Advisor Group Holdings, Inc. | 76,191 | $4.57M | 0.01% | −24,676−24.5% | Reduced |
| Raymond James & Associates | 77,025 | $4.62M | 0.00% | +5,320+7.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 77,843 | $4.67M | 0.08% | +77,843 | New |
| Royal Bank of Canada | 88,175 | $5.28M | 0.00% | −1,478−1.6% | Reduced |
| Bank of America Corp | 103,905 | $6.23M | 0.00% | −109,025−51.2% | Reduced |
| LPL Financial LLC | 145,434 | $8.72M | 0.01% | −6,995−4.6% | Reduced |
| Recurrent Investment Advisors LLC | 184,436 | $11.1M | 1.62% | +128+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 193,131 | $11.6M | 0.02% | −3,019−1.5% | Reduced |
| Walnut Private Equity Partners, LLC | 206,000 | $12.3M | 8.52% | 00.0% | Unchanged |
| Citigroup Inc | 221,931 | $13.3M | 0.02% | −179,218−44.7% | Reduced |
| JPMorgan Chase & Co | 222,640 | $13.3M | 0.00% | −1,162,125−83.9% | Reduced |
| Bridgecreek Investment Management, LLC | 236,750 | $14.2M | 2.75% | −11,000−4.4% | Reduced |
| TCG Advisory Services, LLC | 239,948 | $14.4M | 1.00% | +239,948 | New |
| Fractal Investments LLC | 242,000 | $14.5M | 2.98% | +222,000+1,110.0% | Added |
| Jennison Associates LLC | 256,898 | $15.4M | 0.01% | +256,898 | New |
| Adams Asset Advisors, LLC | 313,435 | $18.8M | 2.53% | 00.0% | Unchanged |