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, Q1 2025
Institutional positions in Sunoco LP as of Mar 31, 2025. 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
- 293
- +25 vs. Q4 2024
- Shares held
- 61.7M
- +1.04M (+1.7%) vs. Q4 2024
- Total value
- $3.57B
- +$451.4M (+14.5%) vs. Q4 2024
- New holders
- 47
- 87 more added
- Sold out
- 22
- 72 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 9 | $523 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 11 | $627 | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.92K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.92K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $2.32K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $3.89K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $4.59K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Umb Bank N A | 90 | $5.22K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $5.40K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 98 | $5.69K | 0.01% | +75+326.1% | Added |
| Assetmark, Inc | 100 | $5.81K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 100 | $5.81K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $5.81K | 0.00% | +100 | New |
| National Bank of Canada | 103 | $5.96K | 0.00% | +103 | New |
| Abound Financial, LLC | 120 | $6.97K | 0.00% | +120 | New |
| Sachetta, LLC | 135 | $7.84K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $8.30K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 146 | $8.48K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 148 | $8.59K | 0.00% | +148 | New |
| Pineridge Advisors LLC | 170 | $9.88K | 0.00% | +2+1.2% | Added |
| Coastline Trust Co | 180 | $10.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 181 | $10.5K | 0.00% | +181 | New |
| Armstrong Advisory Group, Inc | 205 | $10.5K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $11.6K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 200 | $11.8K | 0.01% | +200 | New |
| Geneos Wealth Management Inc. | 229 | $13.3K | 0.00% | +3+1.3% | Added |
| Sunbelt Securities, Inc. | 231 | $13.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 257 | $14.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 261 | $15.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 282 | $16.4K | 0.00% | +20+7.6% | Added |
| Bartlett & Co. Wealth Management LLC | 330 | $19.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $19.2K | 0.00% | −1,453−81.4% | Reduced |
| Transce3nd, LLC | 376 | $21.8K | 0.01% | −1,374−78.5% | Reduced |
| CWM, LLC | 378 | $22.0K | 0.00% | +98+35.0% | Added |
| Park Square Financial Group, LLC | 380 | $22.1K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 406 | $23.6K | 0.00% | +406 | New |
| Principal Securities, Inc. | 504 | $25.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 530 | $30.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 560 | $32.5K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 574 | $33.3K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 577 | $33.5K | 0.00% | −348−37.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $35.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $37.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 662 | $38.4K | 0.00% | +10+1.5% | Added |
| Quent Capital, LLC | 690 | $40.1K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 700 | $40.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 704 | $40.9K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 746 | $43.3K | 0.00% | −50−6.3% | Reduced |
| Compass Wealth Management LLC | 800 | $46.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 800 | $46.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 925 | $54.4K | 0.00% | −798−46.3% | Reduced |
| Key Financial Inc | 957 | $55.6K | 0.01% | +14+1.5% | Added |
| Bessemer Group Inc | 960 | $56.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,022 | $59.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,036 | $60.1K | 0.00% | +936+936.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,058 | $61.4K | 0.00% | −187−15.0% | Reduced |
| Citadel Advisors LLC | 1,068 | $62.0K | 0.00% | −11,737−91.7% | Reduced |
| Ameriflex Group, Inc. | 1,078 | $62.6K | 0.03% | +1,078 | New |
| Group One Trading, L.P. | 1,142 | $66.3K | 0.00% | −58,210−98.1% | Reduced |
| Johnson Financial Group, Inc. | 1,200 | $69.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,200 | $69.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,244 | $72.2K | 0.01% | +150+13.7% | Added |
| Barclays PLC | 1,251 | $72.6K | 0.00% | −464,768−99.7% | Reduced |
| Front Row Advisors LLC | 1,350 | $78.4K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 1,780 | $103.0K | 0.01% | −200−10.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,884 | $109.4K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,909 | $110.8K | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,955 | $113.5K | 0.00% | +248+14.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $116.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,040 | $118.4K | 0.00% | +1,069+110.1% | Added |
| Icon Wealth Advisors, LLC | 2,049 | $118.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,173 | $126.1K | 0.00% | +3+0.1% | Added |
| Farther Finance Advisors, LLC | 2,177 | $128.0K | 0.00% | +344+18.8% | Added |
| Salem Investment Counselors Inc | 2,666 | $154.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,865 | $166.4K | 0.01% | +419+17.1% | Added |
| Clearstead Advisors, LLC | 2,867 | $166.5K | 0.00% | +1,400+95.4% | Added |
| Anchor Investment Management, LLC | 3,000 | $174.2K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,080 | $178.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,429 | $199.1K | 0.02% | +3,429 | New |
| Retirement Income Solutions, Inc | 3,500 | $203.2K | 0.04% | +3,500 | New |
| Flagship Harbor Advisors, LLC | 3,510 | $203.8K | 0.01% | +3,510 | New |
| Alpha Cubed Investments, LLC | 3,512 | $203.9K | 0.01% | +3,512 | New |
| Kingswood Wealth Advisors, LLC | 3,513 | $204.0K | 0.02% | −448−11.3% | Reduced |
| Great Valley Advisor Group, Inc. | 3,528 | $205.2K | 0.00% | +3,528 | New |
| Wealth Alliance Advisory Group, LLC | 3,654 | $212.2K | 0.04% | +3,654 | New |
| Summit Wealth Partners, LLC | 3,716 | $215.8K | 0.04% | +3,716 | New |
| Davenport & Co LLC | 3,750 | $217.7K | 0.00% | +3,750 | New |
| IPG Investment Advisors LLC | 3,760 | $218.3K | 0.05% | +3,760 | New |
| MONECO Advisors, LLC | 3,799 | $220.6K | 0.02% | +3,799 | New |
| Kanawha Capital Management LLC | 3,800 | $220.6K | 0.02% | +3,800 | New |
| Quadrant Private Wealth Management, LLC | 4,040 | $234.6K | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,109 | $238.6K | 0.00% | −6,988−63.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,112 | $238.7K | 0.06% | −144−3.4% | Reduced |
| Truist Financial Corp | 4,120 | $239.2K | 0.00% | −972−19.1% | Reduced |
| Concurrent Investment Advisors, LLC | 4,122 | $239.3K | 0.01% | +4,122 | New |
| Lido Advisors, LLC | 4,153 | $241.1K | 0.00% | +4,153 | New |