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 2024
Institutional positions in Sunoco LP as of Dec 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
- 270
- 0 vs. Q3 2024
- Shares held
- 60.7M
- +2.44M (+4.2%) vs. Q3 2024
- Total value
- $3.12B
- +$15.7M (+0.5%) vs. Q3 2024
- New holders
- 29
- 82 more added
- Sold out
- 29
- 77 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 9 | $463 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 11 | $547 | 0.00% | +1+10.0% | Added |
| Financial Network Wealth Advisors LLC | 23 | $1.18K | 0.00% | −181−88.7% | Reduced |
| ORG Partners LLC | 24 | $1.23K | 0.00% | −136−85.0% | Reduced |
| Coppell Advisory Solutions LLC | 33 | $1.68K | 0.00% | +33 | New |
| Rudius Management LP | 33 | $1.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.70K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $2.06K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 45 | $2.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $3.45K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $4.06K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $4.12K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 90 | $4.63K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $4.78K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 94 | $4.83K | 0.00% | −34−26.6% | Reduced |
| Tower Research Capital LLC (TRC) | 100 | $5.14K | 0.00% | −8−7.4% | Reduced |
| Assetmark, Inc | 100 | $5.14K | 0.00% | +100 | New |
| High Note Wealth, LLC | 100 | $5.14K | 0.00% | +100 | New |
| Studio Investment Management LLC | 100 | $5.14K | 0.00% | +100 | New |
| Sachetta, LLC | 135 | $6.95K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $7.36K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 146 | $7.51K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 168 | $8.62K | 0.00% | +3+1.8% | Added |
| Coastline Trust Co | 180 | $9.26K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $10.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 205 | $10.5K | 0.00% | +4+2.0% | Added |
| Geneos Wealth Management Inc. | 226 | $11.6K | 0.00% | +4+1.8% | Added |
| Sunbelt Securities, Inc. | 231 | $11.8K | 0.00% | −850−78.6% | Reduced |
| Farmers & Merchants Investments Inc | 257 | $13.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 261 | $13.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 262 | $13.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 280 | $14.0K | 0.00% | +279+27,900.0% | Added |
| Bartlett & Co. Wealth Management LLC | 330 | $17.0K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 380 | $19.5K | 0.01% | +380 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $25.7K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 500 | $25.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $25.7K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $25.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 504 | $25.9K | 0.00% | −194−27.8% | Reduced |
| Harbour Investments, Inc. | 530 | $27.3K | 0.00% | −203−27.7% | Reduced |
| Central Trust Co | 560 | $28.8K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 574 | $29.5K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $31.0K | 0.02% | +602 | New |
| Private Trust Co NA | 650 | $33.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 652 | $33.6K | 0.00% | +9+1.4% | Added |
| Quent Capital, LLC | 690 | $35.5K | 0.00% | −341−33.1% | Reduced |
| Richards, Merrill & Peterson, Inc. | 700 | $36.0K | 0.02% | +700 | New |
| Parkside Financial Bank & Trust | 704 | $36.2K | 0.00% | −80−10.2% | Reduced |
| Russell Investments Group, Ltd. | 796 | $40.9K | 0.00% | −717−47.4% | Reduced |
| Compass Wealth Management LLC | 800 | $41.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 800 | $41.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 925 | $47.6K | 0.00% | −40,901−97.8% | Reduced |
| Key Financial Inc | 943 | $48.5K | 0.01% | +16+1.7% | Added |
| Bessemer Group Inc | 960 | $49.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 971 | $50.0K | 0.00% | +761+362.4% | Added |
| Independence Bank of Kentucky | 1,022 | $52.6K | 0.01% | +1,022 | New |
| GPS Wealth Strategies Group, LLC | 1,094 | $56.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,200 | $61.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,245 | $64.0K | 0.00% | +182+17.1% | Added |
| Estabrook Capital Management | 1,250 | $64.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,200 | $67.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,350 | $69.4K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,467 | $75.5K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,488 | $76.6K | 0.05% | +103+7.4% | Added |
| Global Retirement Partners, LLC | 1,633 | $84.0K | 0.00% | +788+93.3% | Added |
| Cullen/Frost Bankers, Inc. | 1,707 | $87.8K | 0.00% | +62+3.8% | Added |
| Transce3nd, LLC | 1,750 | $90.0K | 0.03% | +1,750 | New |
| Huntington National Bank | 1,784 | $91.8K | 0.00% | +1,453+439.0% | Added |
| Farther Finance Advisors, LLC | 1,833 | $94.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,723 | $95.0K | 0.00% | +819+90.6% | Added |
| EverSource Wealth Advisors, LLC | 1,884 | $96.9K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,909 | $98.2K | 0.05% | +1,909 | New |
| Resources Management Corp | 1,980 | $102.0K | 0.01% | −60−2.9% | Reduced |
| State of Wyoming | 1,985 | $102.1K | 0.01% | +1,985 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $103.0K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,049 | $105.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,170 | $111.6K | 0.00% | +3+0.1% | Added |
| IFP Advisors, Inc | 2,446 | $125.8K | 0.00% | +1,295+112.5% | Added |
| Kieckhefer Group LLC | 2,500 | $128.6K | 0.08% | +2,500 | New |
| Venturi Wealth Management, LLC | 2,517 | $129.5K | 0.01% | +2,481+6,891.7% | Added |
| Salem Investment Counselors Inc | 2,666 | $137.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,000 | $154.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,022 | $155.5K | 0.00% | +393+14.9% | Added |
| Bryn Mawr Trust Co | 3,080 | $158.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 13,975 | $175.4K | 0.00% | −167−1.2% | Reduced |
| TownSquare Capital, LLC | 3,896 | $200.4K | 0.00% | +3,896 | New |
| Kingswood Wealth Advisors, LLC | 3,961 | $203.8K | 0.02% | +3,961 | New |
| Quadrant Private Wealth Management, LLC | 4,040 | $207.8K | 0.05% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,216 | $216.9K | 0.01% | +105+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 4,256 | $218.9K | 0.06% | +247+6.2% | Added |
| Northern Trust Corp | 4,360 | $224.3K | 0.00% | −287−6.2% | Reduced |
| Virtus Investment Advisers, Inc. | 4,380 | $225.3K | 0.18% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 4,384 | $225.5K | 0.05% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 4,496 | $231.3K | 0.06% | −264−5.5% | Reduced |
| Centennial Wealth Advisory LLC | 4,522 | $232.6K | 0.09% | +74+1.7% | Added |
| D.A. Davidson & Co. | 4,531 | $233.1K | 0.00% | −586−11.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,531 | $233.1K | 0.00% | −51−1.1% | Reduced |
| Monticello Wealth Management, LLC | 4,626 | $238.0K | 0.02% | −914−16.5% | Reduced |
| Citizens Financial Group Inc | 4,639 | $238.6K | 0.00% | +75+1.6% | Added |
| Virtu Financial LLC | 4,648 | $239.0K | 0.01% | +4,648 | New |