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Livermore
Livermore
ZHEN

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.

Q2 2024 vs. Q1 2024

How the institutions holding Sunoco LP changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of SUN: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders2113275+67
Shares21.1M65.3K58.6M+37.5M (+178.3%)
Value$1.27B$3.94M$3.31B+$2.04B (+160.9%)

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (85)

Institutions that held Sunoco LP at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to SUN in Q2 2024
InstitutionSharesValue% of portfolio
Mirae Asset Global ETFs Holdings Ltd.4,099,360$231.8M0.55%
Neuberger Berman Group LLC314,295$17.8M0.01%
Captrust Financial Advisors189,048$10.7M0.03%
Kercheville Advisors, LLC154,033$8.71M3.78%
Brookfield Asset Management Inc.103,524$5.85M0.04%
Sanctuary Advisors, LLC86,297$4.89M0.04%
Nomura Holdings Inc60,000$3.39M0.02%
Group One Trading, L.P.58,598$3.31M0.10%
Chickasaw Capital Management LLC57,600$3.26M0.14%
Wolverine Trading, LLC37,493$2.12M0.03%
Van Eck Associates Corp36,313$2.05M0.00%
Natixis35,160$1.99M0.01%
Westwood Holdings Group Inc.33,396$1.89M0.01%
SpiderRock Advisors, LLC27,825$1.57M0.04%
Strategic Financial Concepts, LLC68,194$1.24M0.00%
Gateway Advisory, LLC21,607$1.22M0.21%
Glenmede Trust Co NA19,500$1.10M0.01%
Duff & Phelps Investment Management Co18,935$1.07M0.01%
Gilman Hill Asset Management, LLC18,674$1.06M0.19%
BlackRock Inc.16,653$941.6K0.00%
XTX Topco Ltd15,732$889.5K0.08%
AE Wealth Management LLC14,780$835.7K0.01%
Linscomb & Williams, Inc.14,740$833.4K0.04%
IFG Advisory, LLC13,951$788.8K0.05%
M&T Bank Corp13,626$770.4K0.00%
Institutional & Family Asset Management, LLC13,538$765.4K0.12%
Moors & Cabot, Inc.12,347$698.1K0.04%
Rockefeller Capital Management L.P.10,176$575.4K0.00%
Hilltop Holdings Inc.9,644$545.3K0.06%
Crescent Grove Advisors, LLC9,560$540.5K0.06%
Avidian Wealth Solutions, LLC9,510$537.7K0.03%
Keybank National Association9,164$518.1K0.00%
Bokf, NA8,993$508.5K0.01%
Cohen Capital Management, Inc.8,210$464.2K0.08%
Oxbow Advisors, LLC8,169$461.9K0.05%
Green Square Capital Advisors LLC7,302$412.9K0.06%
Oppenheimer & Co Inc6,948$392.8K0.01%
Toroso Investments, LLC6,492$367.1K0.01%
Atria Investments LLC6,263$354.1K0.00%
King Luther Capital Management Corp6,233$352.4K0.00%
Cary Street Partner Investment Advisory LLC6,116$345.8K0.01%
Sendero Wealth Management, LLC5,994$338.9K0.06%
Motco5,760$325.7K0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,756$325.4K0.01%
Guggenheim Capital LLC5,272$298.1K0.00%
Capital Advisors Inc5,159$291.7K0.01%
Arrow Investment Advisors, LLC4,998$282.6K0.26%
Crumly & Associates Inc.4,953$280.0K0.08%
Bridges Investment Management Inc4,927$278.6K0.00%
Basso Capital Management, L.P.4,880$275.9K0.25%
Whitener Capital Management, Inc.4,760$269.1K0.08%
Liberty Capital Management, Inc.4,384$247.9K0.06%
Ameritas Advisory Services, LLC4,167$235.6K0.01%
Sheaff Brock Investment Advisors, LLC3,997$226.0K0.02%
GTS Securities LLC3,829$216.5K0.00%
Wealth Alliance Advisory Group, LLC3,654$206.6K0.05%
Pensionmark Financial Group, LLC3,600$203.5K0.01%
Resources Management Corp2,240$127.0K0.02%
Icon Wealth Advisors, LLC2,049$112.5K0.01%
HHM Wealth Advisors, LLC1,650$93.3K0.01%
Clearstead Advisors, LLC1,467$82.9K0.00%
IFP Advisors, Inc1,295$73.2K0.00%
Bessemer Group Inc1,142$65.0K0.00%
Ashton Thomas Private Wealth, LLC901$51.0K0.00%
Global Retirement Partners, LLC845$47.8K0.00%
Redwood Wealth Management Group, LLC810$45.8K0.03%
Parkside Financial Bank & Trust784$44.3K0.01%
First Horizon Advisors, Inc.666$37.7K0.00%
Coppell Advisory Solutions LLC650$36.7K0.01%
Longfellow Investment Management Co LLC574$32.5K0.01%
Central Trust Co560$31.7K0.00%
Cypress Capital, LLC305$17.2K0.00%
Caldwell Sutter Capital, Inc.261$14.8K0.01%
Farmers & Merchants Investments Inc257$14.5K0.00%
TD Waterhouse Canada Inc.200$11.3K0.00%
RFP Financial Group LLC200$11.3K0.00%
Financial Network Wealth Advisors LLC163$9.22K0.01%
ORG Partners LLC160$9.02K0.00%
Boyd Watterson Asset Management LLC146$8.26K0.00%
Umb Bank N A90$5.09K0.00%
NBC Securities, Inc.100$5.00K0.00%
Hilltop National Bank80$4.52K0.00%
Gables Capital Management Inc.40$2.26K0.00%
Venturi Wealth Management, LLC36$2.04K0.00%
Citadel Advisors LLC27$1.53K0.00%

Sold out (18)

Institutions that held Sunoco LP at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of SUN in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Jennison Associates LLC202,965$12.2M
Lincoln National Corp24,163$1.46M
HRT Financial LP11,542$695.0K
Counterpoint Mutual Funds LLC11,305$681.6K
Legacy Advisors, LLC10,000$602.9K
Mirae Asset Global Investments Co., Ltd.12,154$523.4K
F&V Capital Management, LLC8,250$497.0K
Fifth Lane Capital, LP6,952$419.1K
Snowden Capital Advisors LLC4,443$267.9K
Prime Capital Investment Advisors, LLC3,918$236.2K
Commerce Bank3,793$228.7K
Gladstone Institutional Advisory LLC3,625$218.6K
Park Avenue Securities LLC3,560$215.0K
Retirement Income Solutions, Inc3,500$211.0K
Alpha Cubed Investments, LLC3,474$209.4K
CSS LLC1,400$84.4K
Fernwood Investment Management, LLC900$54.3K
ICA Group Wealth Management, LLC500$30.1K

Not filed for Q2 2024 yet (3)

Institutions that held Sunoco LP at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Tortoise Index Solutions, LLC57,535$3.47M
CWA Asset Management Group, LLC4,111$247.9K
InterOcean Capital Group, LLC3,629$218.8K