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, Q1 2024
Institutional positions in Sunoco LP as of Mar 31, 2024. 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
- +4 vs. Q4 2023
- Shares held
- 21.1M
- −3.13M (−12.9%) vs. Q4 2023
- Total value
- $1.27B
- −$180.5M (−12.4%) vs. Q4 2023
- New holders
- 37
- 60 more added
- Sold out
- 33
- 49 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 9 | $543 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $611 | 0.00% | +10 | New |
| Kelly Financial Services LLC | 14 | $835 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 28 | $1.69K | 0.00% | +28 | New |
| Rudius Management LP | 33 | $1.99K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 53 | $3.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $4.04K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $4.52K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $4.76K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 80 | $4.82K | 0.00% | +80 | New |
| CWM, LLC | 104 | $6.00K | 0.00% | +1+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $6.03K | 0.00% | −227−69.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 128 | $7.72K | 0.00% | −172−57.3% | Reduced |
| Sachetta, LLC | 135 | $8.09K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $8.62K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 160 | $9.62K | 0.00% | +3+1.9% | Added |
| Headlands Technologies LLC | 199 | $12.0K | 0.00% | −203−50.5% | Reduced |
| CIBC Private Wealth Group, LLC | 200 | $12.0K | 0.00% | +200 | New |
| Byrne Asset Management LLC | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 215 | $12.9K | 0.00% | +3+1.4% | Added |
| Jones Financial Companies LLLP | 235 | $14.2K | 0.00% | +235 | New |
| Naples Money Management LLC | 280 | $16.9K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $19.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 350 | $21.1K | 0.00% | +150+75.0% | Added |
| Armstrong Advisory Group, Inc | 378 | $22.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 453 | $27.3K | 0.00% | +5+1.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $30.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $30.1K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $30.1K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 500 | $30.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 500 | $30.1K | 0.01% | +500 | New |
| Huntington National Bank | 531 | $32.0K | 0.00% | +200+60.4% | Added |
| Tower Research Capital LLC (TRC) | 618 | $37.3K | 0.00% | −434−41.3% | Reduced |
| Parallel Advisors, LLC | 625 | $37.7K | 0.00% | +8+1.3% | Added |
| Private Trust Co NA | 650 | $39.2K | 0.00% | −200−23.5% | Reduced |
| Allworth Financial LP | 700 | $42.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 750 | $45.2K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 800 | $48.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 847 | $51.1K | 0.01% | +682+413.3% | Added |
| Sunbelt Securities, Inc. | 881 | $53.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 897 | $54.1K | 0.01% | +12+1.4% | Added |
| Fernwood Investment Management, LLC | 900 | $54.3K | 0.02% | +900 | New |
| Register Financial Advisors LLC | 913 | $55.1K | 0.03% | +913 | New |
| Harbour Investments, Inc. | 972 | $58.6K | 0.00% | −121−11.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,094 | $65.9K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,200 | $72.3K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,250 | $75.4K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 1,400 | $84.4K | 0.01% | +1,400 | New |
| EverSource Wealth Advisors, LLC | 1,584 | $89.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $121.0K | 0.05% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,025 | $122.0K | 0.00% | +2,025 | New |
| Salem Investment Counselors Inc | 2,666 | $160.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,000 | $180.9K | 0.02% | −1,000−25.0% | Reduced |
| Kingsview Wealth Management, LLC | 3,327 | $200.6K | 0.01% | +3,327 | New |
| Wealth Enhancement Advisory Services, LLC | 3,338 | $201.2K | 0.00% | +3,338 | New |
| Oppenheimer Asset Management Inc. | 3,441 | $207.5K | 0.00% | −916−21.0% | Reduced |
| Alpha Cubed Investments, LLC | 3,474 | $209.4K | 0.01% | +12+0.3% | Added |
| Lakeview Capital Partners, LLC | 3,498 | $210.9K | 0.03% | +11+0.3% | Added |
| Retirement Income Solutions, Inc | 3,500 | $211.0K | 0.05% | 00.0% | Unchanged |
| Northern Trust Corp | 3,546 | $213.8K | 0.00% | −283−7.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,548 | $213.9K | 0.09% | +3,548 | New |
| Park Avenue Securities LLC | 3,560 | $215.0K | 0.00% | +23+0.7% | Added |
| True North Advisors, LLC | 3,616 | $218.0K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,625 | $218.6K | 0.01% | +3,625 | New |
| InterOcean Capital Group, LLC | 3,629 | $218.8K | 0.01% | +3,629 | New |
| Tyche Wealth Partners LLC | 3,675 | $221.6K | 0.05% | −102−2.7% | Reduced |
| IPG Investment Advisors LLC | 3,760 | $226.7K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,784 | $228.1K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 3,793 | $228.7K | 0.00% | +3,793 | New |
| Kanawha Capital Management LLC | 3,800 | $229.1K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,384 | $231.0K | 0.02% | +4,384 | New |
| Prime Capital Investment Advisors, LLC | 3,918 | $236.2K | 0.00% | −35−0.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,040 | $243.6K | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,111 | $247.9K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,118 | $248.3K | 0.01% | +4,118 | New |
| Arkadios Wealth Advisors | 4,160 | $250.8K | 0.02% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,274 | $257.7K | 0.12% | −824−16.2% | Reduced |
| Brown Advisory Inc | 4,343 | $261.9K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,372 | $263.6K | 0.01% | −869−16.6% | Reduced |
| Virtus Investment Advisers, Inc. | 4,380 | $264.1K | 0.19% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,443 | $267.9K | 0.01% | +25+0.6% | Added |
| Davenport & Co LLC | 4,550 | $274.3K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 4,650 | $280.3K | 0.01% | −63−1.3% | Reduced |
| D.A. Davidson & Co. | 4,693 | $282.9K | 0.00% | +4,693 | New |
| MAI Capital Management | 4,780 | $288.2K | 0.00% | 00.0% | Unchanged |
| Willis Investment Counsel | 4,883 | $294.4K | 0.02% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 5,000 | $301.4K | 0.04% | +5,000 | New |
| Tortoise Capital Advisors, L.L.C. | 5,110 | $308.1K | 0.00% | −3,185−38.4% | Reduced |
| State of Wyoming | 5,381 | $324.4K | 0.05% | +2,493+86.3% | Added |
| Inscription Capital, LLC | 5,475 | $330.1K | 0.05% | +5,475 | New |
| Americana Partners, LLC | 5,838 | $352.0K | 0.03% | +5,838 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,931 | $357.6K | 0.06% | +154+2.7% | Added |
| Advisors Asset Management, Inc. | 6,140 | $370.2K | 0.01% | +6,140 | New |
| Independent Advisor Alliance | 6,272 | $378.2K | 0.01% | +40+0.6% | Added |
| L.M. Kohn & Company | 6,300 | $379.8K | 0.11% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,476 | $390.4K | 0.04% | +54+0.8% | Added |
| GWM Advisors LLC | 6,535 | $394.0K | 0.00% | +63+1.0% | Added |
| PFG Investments, LLC | 6,561 | $395.6K | 0.02% | +794+13.8% | Added |
| Stratos Wealth Partners, LTD. | 6,666 | $401.9K | 0.01% | +62+0.9% | Added |