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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.

Q3 2024 vs. Q2 2024

How the institutions holding Sunoco LP changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SUN: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2753276+4
Shares58.6M37.9K58.6M+74.3K (+0.1%)
Value$3.31B$2.15M$3.13B−$180.9M (−5.5%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Sunoco LP at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to SUN in Q3 2024
InstitutionSharesValue% of portfolio
HRT Financial LP287,773$15.4M0.08%
ING Groep NV158,715$8.52M0.05%
Summit Financial, LLC71,236$3.82M0.15%
Sovereign Investment Advisors, LLC43,522$2.34M0.77%
Lee Financial Co25,103$1.35M0.19%
We Are One Seven, LLC18,226$978.4K0.04%
BlackRock, Inc.16,653$893.9K0.00%
Avid Wealth Partners LLC15,834$850.0K0.60%
Kovitz Investment Group Partners, LLC14,599$783.7K0.01%
Journey Strategic Wealth LLC12,788$686.5K0.03%
Uhlmann Price Securities, LLC10,073$540.7K0.43%
FORA Capital, LLC9,762$524.0K0.06%
Benjamin Edwards Inc7,740$415.6K0.01%
Covenant Partners, LLC6,191$332.3K0.10%
Monticello Wealth Management, LLC5,540$297.4K0.03%
Teamwork Financial Advisors, LLC5,027$269.9K0.04%
Fisher Asset Management, LLC4,987$267.7K0.00%
Garrett Wealth Advisory Group, LLC4,933$264.8K0.07%
Citizens Financial Group Inc4,564$245.0K0.00%
Counterpoint Mutual Funds LLC4,514$242.3K0.05%
CWA Asset Management Group, LLC4,111$220.7K0.01%
Sittner & Nelson, LLC4,000$214.7K0.10%
Bryn Mawr Trust Co3,080$165.3K0.00%
Farther Finance Advisors, LLC1,833$98.4K0.00%
Cullen/Frost Bankers, Inc.1,645$88.3K0.00%
Russell Investments Group, Ltd.1,513$81.2K0.00%
Caitlin John, LLC1,385$71.3K0.05%
Annis Gardner Whiting Capital Advisors, LLC800$42.9K0.01%
GoalVest Advisory LLC337$18.1K0.01%
Concord Wealth Partners200$10.7K0.00%
Coastline Trust Co180$9.66K0.00%
Planned Solutions, Inc.100$5.37K0.00%
CoreFirst Bank & Trust45$2.42K0.00%

Sold out (29)

Institutions that held Sunoco LP at the end of Q2 2024 and filed for Q3 2024 without it.

Not filed for Q3 2024 yet (3)

Institutions that held Sunoco LP at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.16,653$941.6K
Institutional & Family Asset Management, LLC13,538$765.4K
Benjamin F. Edwards & Company, Inc.7,741$438.0K