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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.

13F holders, Q3 2024

Institutional positions in Sunoco LP as of Sep 30, 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
276
+4 vs. Q2 2024
Shares held
58.6M
+74.3K (+0.1%) vs. Q2 2024
Total value
$3.13B
−$180.9M (−5.5%) vs. Q2 2024
New holders
33
85 more added
Sold out
29
67 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 276 institutions
Q1 2021: 134 institutionsQ2 2021: 148 institutionsQ3 2021: 146 institutionsQ4 2021: 161 institutionsQ1 2022: 170 institutionsQ2 2022: 168 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 182 institutionsQ2 2023: 189 institutionsQ3 2023: 188 institutionsQ4 2023: 211 institutionsQ1 2024: 211 institutionsQ2 2024: 275 institutionsQ3 2024: 276 institutionsQ4 2024: 270 institutionsQ1 2025: 293 institutionsQ2 2025: 282 institutionsQ3 2025: 274 institutionsQ4 2025: 276 institutionsQ1 2026: 297 institutionsQ2 2026: 304 institutions
Value heldQ3 2024: $3.13B
Q1 2021: $672.2MQ2 2021: $714.8MQ3 2021: $673.1MQ4 2021: $714.3MQ1 2022: $714.4MQ2 2022: $635.0MQ3 2022: $641.0MQ4 2022: $757.6MQ1 2023: $793.1MQ2 2023: $781.1MQ3 2023: $950.1MQ4 2023: $1.47BQ1 2024: $1.27BQ2 2024: $3.31BQ3 2024: $3.13BQ4 2024: $3.12BQ1 2025: $3.57BQ2 2025: $3.41BQ3 2025: $3.22BQ4 2025: $3.48BQ1 2026: $4.39BQ2 2026: $4.51B
Institutions holding SUN and their total value by quarter
QuarterHoldersValue
Q2 2026304$4.51B
Q1 2026297$4.39B
Q4 2025276$3.48B
Q3 2025274$3.22B
Q2 2025282$3.41B
Q1 2025293$3.57B
Q4 2024270$3.12B
Q3 2024276$3.13B
Q2 2024275$3.31B
Q1 2024211$1.27B
Q4 2023211$1.47B
Q3 2023188$950.1M
Q2 2023189$781.1M
Q1 2023182$793.1M
Q4 2022179$757.6M
Q3 2022169$641.0M
Q2 2022168$635.0M
Q1 2022170$714.4M
Q4 2021161$714.3M
Q3 2021146$673.1M
Q2 2021148$714.8M
Q1 2021134$672.2M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q2 2024.

Institutions holding SUN in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Crumly & Associates Inc.4,712$252.9K0.07%−241−4.9%Reduced
Raymond James Trust N.A.4,716$253.2K0.01%00.0%Unchanged
Whitener Capital Management, Inc.4,760$255.5K0.07%00.0%Unchanged
Willis Investment Counsel4,883$262.1K0.02%00.0%Unchanged
Bridges Investment Management Inc4,927$264.5K0.00%00.0%Unchanged
Garrett Wealth Advisory Group, LLC4,933$264.8K0.07%+4,933New
Fisher Asset Management, LLC4,987$267.7K0.00%+4,987New
Teamwork Financial Advisors, LLC5,027$269.9K0.04%+5,027New
D.A. Davidson & Co.5,117$274.7K0.00%−2,555−33.3%Reduced
Capital Advisors Inc5,159$276.9K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC5,288$283.8K0.04%−545−9.3%Reduced
Truist Financial Corp5,327$286.0K0.00%−505−8.7%Reduced
MAI Capital Management5,375$288.5K0.00%+754+16.3%Added
Jaffetilchin Investment Partners, LLC5,409$290.4K0.02%−1,064−16.4%Reduced
Monticello Wealth Management, LLC5,540$297.4K0.03%+5,540New
HighPoint Advisor Group LLC5,584$299.7K0.02%−800−12.5%Reduced
Basso Capital Management, L.P.5,680$304.9K0.28%+800+16.4%Added
Motco5,760$309.2K0.03%00.0%Unchanged
Carnegie Capital Asset Management, LLC5,779$310.2K0.01%+425+7.9%Added
Americana Partners, LLC5,838$313.4K0.02%00.0%Unchanged
Sendero Wealth Management, LLC5,994$321.8K0.05%00.0%Unchanged
Atria Investments LLC6,048$324.7K0.00%−215−3.4%Reduced
MML Investors Services, LLC6,087$327.0K0.00%+541+9.8%Added
Cary Street Partner Investment Advisory LLC6,116$328.3K0.01%00.0%Unchanged
Covenant Partners, LLC6,191$332.3K0.10%+6,191New
L.M. Kohn & Company6,200$332.8K0.08%00.0%Unchanged
King Luther Capital Management Corp6,233$334.6K0.00%00.0%Unchanged
PFG Investments, LLC6,607$354.7K0.02%+13+0.2%Added
Oppenheimer & Co Inc6,948$373.0K0.01%00.0%Unchanged
Green Square Capital Advisors LLC7,038$373.9K0.05%−264−3.6%Reduced
Cresset Asset Management, LLC6,988$375.1K0.00%00.0%Unchanged
Security National Bank of Sioux City Iowa7,000$375.8K0.23%00.0%Unchanged
Avidian Wealth Solutions, LLC7,044$378.1K0.02%−2,466−25.9%Reduced
Mercer Global Advisors Inc7,240$389.3K0.00%−4,945−40.6%Reduced
Barr E S & Co7,500$402.6K0.03%−275−3.5%Reduced
WealthPLAN Partners, LLC7,546$405.1K0.05%+10+0.1%Added
Toroso Investments, LLC7,597$407.8K0.00%+1,105+17.0%Added
Benjamin Edwards Inc7,740$415.6K0.01%+7,740New
Oxbow Advisors, LLC8,000$429.4K0.04%−169−2.1%Reduced
Silvercrest Asset Management Group LLC8,000$429.4K0.00%00.0%Unchanged
Independent Advisor Alliance8,181$439.1K0.02%−1,548−15.9%Reduced
Cohen Capital Management, Inc.8,210$440.7K0.07%00.0%Unchanged
United Advisor Group, LLC8,564$459.7K0.10%00.0%Unchanged
Arkadios Wealth Advisors8,676$465.7K0.03%+4,235+95.4%Added
Good Life Advisors, LLC8,722$468.2K0.03%+370+4.4%Added
Wealthcare Advisory Partners LLC8,884$476.9K0.01%−40.0%Reduced
Bokf, NA8,993$477.3K0.01%00.0%Unchanged
Keybank National Association9,000$483.1K0.00%−164−1.8%Reduced
Davidson Trust Co9,000$483.1K0.25%00.0%Unchanged
Kingsview Wealth Management, LLC9,213$494.6K0.01%+1,434+18.4%Added
U.S. Capital Wealth Advisors, LLC9,353$502.1K0.02%+28+0.3%Added
Financial Counselors Inc9,356$502.2K0.01%−250−2.6%Reduced
Kayne Anderson Capital Advisors LP9,431$506.3K0.01%−10,089−51.7%Reduced
PSI Advisors, LLC9,566$513.5K0.15%+9+0.1%Added
IHT Wealth Management, LLC9,627$516.8K0.01%+245+2.6%Added
Tradition Wealth Management, LLC9,676$519.4K0.05%+554+6.1%Added
FORA Capital, LLC9,762$524.0K0.06%+9,762New
Stratos Wealth Partners, LTD.9,964$534.9K0.01%+2,073+26.3%Added
Baker Avenue Asset Management, LP10,000$536.8K0.02%−3,000−23.1%Reduced
Uhlmann Price Securities, LLC10,073$540.7K0.43%+10,073New
Inscription Capital, LLC10,198$547.4K0.08%00.0%Unchanged
National Asset Management, Inc.10,637$570.1K0.02%+190+1.8%Added
Brookstone Capital Management10,627$570.5K0.01%−33−0.3%Reduced
Wedbush Securities Inc10,742$577.0K0.02%+189+1.8%Added
Hilltop Holdings Inc.10,761$577.6K0.04%+1,117+11.6%Added
Brown Advisory Inc10,973$589.0K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.11,052$593.3K0.00%−785−6.6%Reduced
Baldwin Brothers Inc11,360$609.8K0.04%00.0%Unchanged
Rockefeller Capital Management L.P.11,789$632.8K0.00%+1,613+15.9%Added
Hudson Valley Investment Advisors Inc12,030$645.8K0.07%+30+0.3%Added
Journey Strategic Wealth LLC12,788$686.5K0.03%+12,788New
Quad-Cities Investment Group, LLC13,259$711.8K0.36%−365−2.7%Reduced
Janney Montgomery Scott LLC13,530$726.0K0.00%+635+4.9%Added
Moors & Cabot, Inc.13,624$731.3K0.04%+1,277+10.3%Added
M&T Bank Corp13,626$731.4K0.00%00.0%Unchanged
IFG Advisory, LLC13,951$748.9K0.05%00.0%Unchanged
EP Wealth Advisors, LLC13,988$750.9K0.01%+5,692+68.6%Added
CI Private Wealth, LLC14,142$759.1K0.00%−1,176−7.7%Reduced
XML Financial, LLC14,373$771.5K0.07%−836−5.5%Reduced
Kovitz Investment Group Partners, LLC14,599$783.7K0.01%+14,599New
Linscomb & Williams, Inc.14,740$791.2K0.04%00.0%Unchanged
Bramshill Investments, LLC14,901$799.9K0.09%−5,957−28.6%Reduced
McDonald Partners LLC15,393$826.3K0.21%+50.0%Added
Avid Wealth Partners LLC15,834$850.0K0.60%+15,834New
Focus Financial Network, Inc.16,101$864.3K0.04%+31+0.2%Added
BlackRock, Inc.16,653$893.9K0.00%+16,653New
Baird Financial Group, Inc.17,986$965.5K0.00%−532−2.9%Reduced
We Are One Seven, LLC18,226$978.4K0.04%+18,226New
Gilman Hill Asset Management, LLC18,674$1.00M0.17%00.0%Unchanged
Kestra Private Wealth Services, LLC19,037$1.02M0.02%+114+0.6%Added
American Financial Group Inc19,500$1.05M0.45%00.0%Unchanged
Van Eck Associates Corp21,349$1.10M0.00%−14,964−41.2%Reduced
Custom Index Systems, LLC21,255$1.14M0.62%−4,845−18.6%Reduced
Crescent Grove Advisors, LLC21,886$1.17M0.12%+12,326+128.9%Added
US Bancorp22,226$1.19M0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.22,741$1.22M0.00%−2,732−10.7%Reduced
Simplex Trading, LLC23,029$1.24M0.04%+14,771+178.9%Added
Commonwealth Equity Services, LLC23,858$1.28M0.00%−1,602−6.3%Reduced
ELCO Management Co., LLC24,095$1.29M0.70%−10.0%Reduced
Lee Financial Co25,103$1.35M0.19%+25,103New