Sunoco LP

SUN

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001552275

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding Sunoco LP changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of SUN: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	270	2	293	+25
Shares	60.7M	1.71K	61.7M	+1.04M (+1.7%)
Value	$3.12B	$88.1K	$3.57B	+$451.4M (+14.5%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Sunoco LP at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to SUN in Q1 2025
Institution	Shares	Value	% of portfolio
Cooperman Leon G	285,000	$16.5M	0.66%
NBW Capital LLC	74,578	$4.33M	0.96%
Warren Averett Asset Management, LLC	74,578	$4.33M	0.05%
Pinnacle Holdings, LLC	41,450	$2.41M	0.91%
Ellsworth Advisors, LLC	31,342	$1.82M	0.48%
Aster Capital Management (DIFC) Ltd	30,840	$1.81M	0.34%
Zurich Insurance Group Ltd	27,200	$1.58M	0.01%
Crescent Grove Advisors, LLC	25,805	$1.50M	0.16%
Congress Wealth Management LLC	19,618	$1.13M	0.01%
Cary Street Partners Financial LLC	16,119	$935.9K	0.03%
BNP Paribas Arbitrage, SA	9,935	$576.8K	0.00%
U.S. Capital Wealth Advisors, LLC	9,267	$538.0K	0.02%
Delta Financial Group, Inc.	9,094	$518.0K	0.12%
Ethos Financial Group, LLC	7,777	$451.5K	0.04%
Stephens Inc	7,616	$442.2K	0.01%
Inscription Capital, LLC	5,475	$330.1K	0.06%
Jump Financial, LLC	5,380	$312.4K	0.00%
Snowden Capital Advisors LLC	5,133	$298.0K	0.01%
Sittner & Nelson, LLC	5,000	$290.3K	0.12%
Pensionmark Financial Group, LLC	4,800	$278.7K	0.01%
Wiley Bros.-Aintree Capital, LLC	4,440	$262.9K	0.00%
Virtus ETF Advisers LLC	4,380	$254.3K	0.17%
Sheaff Brock Investment Advisors, LLC	4,376	$254.1K	0.02%
Bank of New York Mellon Corp	4,278	$248.4K	0.00%
Independent Financial Group, LLC	4,156	$241.3K	0.01%
Lido Advisors, LLC	4,153	$241.1K	0.00%
Concurrent Investment Advisors, LLC	4,122	$239.3K	0.01%
Kanawha Capital Management LLC	3,800	$220.6K	0.02%
MONECO Advisors, LLC	3,799	$220.6K	0.02%
IPG Investment Advisors LLC	3,760	$218.3K	0.05%
Davenport & Co LLC	3,750	$217.7K	0.00%
Summit Wealth Partners, LLC	3,716	$215.8K	0.04%
Wealth Alliance Advisory Group, LLC	3,654	$212.2K	0.04%
Great Valley Advisor Group, Inc.	3,528	$205.2K	0.00%
Alpha Cubed Investments, LLC	3,512	$203.9K	0.01%
Flagship Harbor Advisors, LLC	3,510	$203.8K	0.01%
Retirement Income Solutions, Inc	3,500	$203.2K	0.04%
McIlrath & Eck, LLC	3,429	$199.1K	0.02%
Ameriflex Group, Inc.	1,078	$62.6K	0.03%
Private Wealth Asset Management, LLC	406	$23.6K	0.00%
Rossby Financial, LCC	200	$11.8K	0.01%
N.E.W. Advisory Services LLC	181	$10.5K	0.00%
Garde Capital, Inc.	148	$8.59K	0.00%
Abound Financial, LLC	120	$6.97K	0.00%
National Bank of Canada	103	$5.96K	0.00%
Stephens Consulting, LLC	100	$5.81K	0.00%
NBC Securities, Inc.	100	$5.00K	0.00%

Sold out (22)

Institutions that held Sunoco LP at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of SUN in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nomura Holdings Inc	60,000	$3.09M
Sovereign Investment Advisors, LLC	43,522	$2.24M
Lee Financial Co	25,103	$1.29M
Simplex Trading, LLC	17,247	$887.0K
Gsa Capital Partners LLP	16,240	$835.0K
Greenland Capital Management LP	10,230	$526.2K
AE Wealth Management LLC	7,195	$370.1K
Wolverine Trading, LLC	7,139	$363.6K
Virtu Financial LLC	4,648	$239.0K
Virtus Investment Advisers, Inc.	4,380	$225.3K
CI Private Wealth, LLC	13,975	$175.4K
Venturi Wealth Management, LLC	2,517	$129.5K
Kieckhefer Group LLC	2,500	$128.6K
State of Wyoming	1,985	$102.1K
Caitlin John, LLC	1,488	$76.6K
Estabrook Capital Management	1,250	$64.3K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	500	$25.7K
High Note Wealth, LLC	100	$5.14K
Eagle Bay Advisors LLC	94	$4.83K
CoreFirst Bank & Trust	45	$2.31K
Coppell Advisory Solutions LLC	33	$1.68K
ORG Partners LLC	24	$1.23K

Not filed for Q1 2025 yet (2)

Institutions that held Sunoco LP at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Global Retirement Partners, LLC	1,633	$84.0K
Hilltop National Bank	80	$4.12K