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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, 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.

Institutional holdersQ1 2025: 293 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 heldQ1 2025: $3.57B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q4 2024.

Institutions holding SUN in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Independent Financial Group, LLC4,156$241.3K0.01%+4,156New
Bank of New York Mellon Corp4,278$248.4K0.00%+4,278New
CWA Asset Management Group, LLC4,334$251.6K0.01%+118+2.8%Added
Sheaff Brock Investment Advisors, LLC4,376$254.1K0.02%+4,376New
Virtus ETF Advisers LLC4,380$254.3K0.17%+4,380New
Liberty Capital Management, Inc.4,384$254.5K0.06%00.0%Unchanged
Atria Wealth Solutions, Inc.4,462$259.1K0.00%−515−10.3%Reduced
Whitener Capital Management, Inc.4,500$261.3K0.07%+4+0.1%Added
Northern Trust Corp4,504$261.5K0.00%+144+3.3%Added
TownSquare Capital, LLC4,512$262.0K0.00%+616+15.8%Added
Wiley Bros.-Aintree Capital, LLC4,440$262.9K0.00%+4,440New
D.A. Davidson & Co.4,531$263.1K0.00%00.0%Unchanged
Centennial Wealth Advisory LLC4,590$266.5K0.10%+68+1.5%Added
HighPoint Advisor Group LLC4,534$268.1K0.02%−1,000−18.1%Reduced
Citizens Financial Group Inc4,639$269.4K0.01%00.0%Unchanged
Monticello Wealth Management, LLC4,640$269.4K0.02%+14+0.3%Added
Carnegie Capital Asset Management, LLC5,205$270.9K0.01%00.0%Unchanged
Mutual Advisors, LLC4,621$272.3K0.01%00.0%Unchanged
Crumly & Associates Inc.4,711$273.5K0.08%00.0%Unchanged
Ameritas Advisory Services, LLC4,994$276.1K0.01%+54+1.1%Added
Pensionmark Financial Group, LLC4,800$278.7K0.01%+4,800New
Jones Financial Companies LLLP4,766$282.2K0.00%+1,744+57.7%Added
Willis Investment Counsel4,883$283.5K0.02%00.0%Unchanged
Bridges Investment Management Inc4,927$286.1K0.00%00.0%Unchanged
Garrett Wealth Advisory Group, LLC4,933$286.4K0.06%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC4,995$290.0K0.04%−337−6.3%Reduced
Sittner & Nelson, LLC5,000$290.3K0.12%+5,000New
Snowden Capital Advisors LLC5,133$298.0K0.01%+5,133New
Toroso Investments, LLC5,161$299.6K0.00%−1,987−27.8%Reduced
Wealth Enhancement Advisory Services, LLC5,262$305.5K0.00%+279+5.6%Added
Jump Financial, LLC5,380$312.4K0.00%+5,380New
L.M. Kohn & Company5,400$313.5K0.08%−1,000−15.6%Reduced
MAI Capital Management5,584$324.2K0.00%+157+2.9%Added
Mercer Global Advisors Inc5,641$327.5K0.00%−230−3.9%Reduced
Basso Capital Management, L.P.5,680$329.8K0.28%00.0%Unchanged
Inscription Capital, LLC5,475$330.1K0.06%+5,475New
Barr E S & Co5,750$333.8K0.02%−750−11.5%Reduced
Jane Street Group, LLC6,057$351.7K0.00%−14,761−70.9%Reduced
Cary Street Partner Investment Advisory LLC6,116$355.1K0.20%00.0%Unchanged
King Luther Capital Management Corp6,143$356.7K0.00%00.0%Unchanged
Counterpoint Mutual Funds LLC6,386$370.8K0.05%+447+7.5%Added
Strategic Advocates LLC6,636$385.3K0.13%−774−10.4%Reduced
PFG Investments, LLC6,658$386.6K0.02%+13+0.2%Added
Avidian Wealth Solutions, LLC6,864$398.5K0.02%+24+0.4%Added
Oppenheimer Asset Management Inc.6,884$399.7K0.00%+2,353+51.9%Added
Jaffetilchin Investment Partners, LLC6,930$402.4K0.03%−508−6.8%Reduced
Security National Bank of Sioux City Iowa7,000$406.4K0.30%00.0%Unchanged
Green Square Capital Advisors LLC7,038$408.6K0.06%00.0%Unchanged
Arkadios Wealth Advisors7,104$412.5K0.02%−1,572−18.1%Reduced
WealthPLAN Partners, LLC7,204$418.3K0.06%−353−4.7%Reduced
Capital Advisors Inc7,224$419.4K0.01%−968−11.8%Reduced
Oppenheimer & Co Inc7,365$427.6K0.01%+500+7.3%Added
United Advisor Group, LLC7,479$434.2K0.09%+351+4.9%Added
Financial Counselors Inc7,595$441.0K0.01%−1,761−18.8%Reduced
Stephens Inc7,616$442.2K0.01%+7,616New
Benjamin Edwards Inc7,741$449.5K0.01%+10.0%Added
Ethos Financial Group, LLC7,777$451.5K0.04%+7,777New
Good Life Advisors, LLC7,987$463.7K0.03%−20−0.2%Reduced
Oxbow Advisors, LLC8,000$464.5K0.05%00.0%Unchanged
Independent Advisor Alliance8,148$473.1K0.02%+646+8.6%Added
Cohen Capital Management, Inc.8,210$476.7K0.08%00.0%Unchanged
EP Wealth Advisors, LLC8,590$498.7K0.00%+186+2.2%Added
Delta Financial Group, Inc.9,094$518.0K0.12%+9,094New
Keybank National Association9,000$522.5K0.00%00.0%Unchanged
Davidson Trust Co9,000$522.5K0.25%00.0%Unchanged
PSI Advisors, LLC9,210$534.7K0.17%+9+0.1%Added
U.S. Capital Wealth Advisors, LLC9,267$538.0K0.02%+9,267New
Kayne Anderson Capital Advisors LP9,431$547.6K0.01%00.0%Unchanged
Kingsview Wealth Management, LLC9,529$553.3K0.01%+65+0.7%Added
Stratos Wealth Partners, LTD.9,640$559.7K0.01%+668+7.4%Added
Custom Index Systems, LLC9,756$566.4K0.29%−374−3.7%Reduced
Tradition Wealth Management, LLC9,784$568.1K0.05%+53+0.5%Added
Uhlmann Price Securities, LLC9,788$568.3K0.42%+40.0%Added
BNP Paribas Arbitrage, SA9,935$576.8K0.00%+9,935New
Baker Avenue Asset Management, LP10,000$580.6K0.02%00.0%Unchanged
Wealthcare Advisory Partners LLC10,007$581.0K0.02%−248−2.4%Reduced
IHT Wealth Management, LLC10,090$585.8K0.02%+15+0.1%Added
National Asset Management, Inc.10,258$595.6K0.02%−279−2.6%Reduced
We Are One Seven, LLC10,355$601.2K0.02%−15,862−60.5%Reduced
Wedbush Securities Inc10,451$607.0K0.02%−1,223−10.5%Reduced
XML Financial, LLC10,945$635.4K0.06%+97+0.9%Added
Brown Advisory Inc10,973$637.1K0.00%00.0%Unchanged
International Assets Investment Management, LLC11,252$653.3K0.06%+208+1.9%Added
Baldwin Brothers Inc11,360$659.6K0.05%00.0%Unchanged
M.E. Allison & Co., Inc.11,745$681.9K0.67%+1,200+11.4%Added
Kovitz Investment Group Partners, LLC11,798$685.0K0.00%−2,801−19.2%Reduced
Hudson Valley Investment Advisors Inc12,030$698.5K0.08%00.0%Unchanged
CAPROCK Group, Inc.12,152$705.5K0.02%+1,088+9.8%Added
Hilltop Holdings Inc.12,166$706.4K0.04%+274+2.3%Added
Journey Strategic Wealth LLC12,289$713.5K0.02%−222−1.8%Reduced
Bokf, NA12,293$713.7K0.01%+3,300+36.7%Added
Avantax Advisory Services, Inc.12,912$749.7K0.00%+812+6.7%Added
Quad-Cities Investment Group, LLC13,041$757.1K0.37%+35+0.3%Added
M&T Bank Corp13,106$760.9K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.13,237$768.5K0.00%+1,947+17.2%Added
Spirit of America Management Corp13,500$783.8K0.16%00.0%Unchanged
IFG Advisory, LLC13,755$798.6K0.04%00.0%Unchanged
Susquehanna International Group, LLP14,339$832.5K0.00%−198,792−93.3%Reduced
Janney Montgomery Scott LLC14,447$839.0K0.00%+1,046+7.8%Added
Linscomb & Williams, Inc.14,740$855.8K0.04%00.0%Unchanged