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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 3,799 | $220.6K | 0.02% | +3,799 | New |
| IPG Investment Advisors LLC | 3,760 | $218.3K | 0.05% | +3,760 | New |
| Davenport & Co LLC | 3,750 | $217.7K | 0.00% | +3,750 | New |
| Summit Wealth Partners, LLC | 3,716 | $215.8K | 0.04% | +3,716 | New |
| Wealth Alliance Advisory Group, LLC | 3,654 | $212.2K | 0.04% | +3,654 | New |
| Great Valley Advisor Group, Inc. | 3,528 | $205.2K | 0.00% | +3,528 | New |
| Kingswood Wealth Advisors, LLC | 3,513 | $204.0K | 0.02% | −448−11.3% | Reduced |
| Alpha Cubed Investments, LLC | 3,512 | $203.9K | 0.01% | +3,512 | New |
| Flagship Harbor Advisors, LLC | 3,510 | $203.8K | 0.01% | +3,510 | New |
| Retirement Income Solutions, Inc | 3,500 | $203.2K | 0.04% | +3,500 | New |
| McIlrath & Eck, LLC | 3,429 | $199.1K | 0.02% | +3,429 | New |
| Bryn Mawr Trust Co | 3,080 | $178.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,000 | $174.2K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,867 | $166.5K | 0.00% | +1,400+95.4% | Added |
| IFP Advisors, Inc | 2,865 | $166.4K | 0.01% | +419+17.1% | Added |
| Salem Investment Counselors Inc | 2,666 | $154.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,177 | $128.0K | 0.00% | +344+18.8% | Added |
| GWM Advisors LLC | 2,173 | $126.1K | 0.00% | +3+0.1% | Added |
| Icon Wealth Advisors, LLC | 2,049 | $118.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,040 | $118.4K | 0.00% | +1,069+110.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $116.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,955 | $113.5K | 0.00% | +248+14.5% | Added |
| Aventura Private Wealth, LLC | 1,909 | $110.8K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,884 | $109.4K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 1,780 | $103.0K | 0.01% | −200−10.1% | Reduced |
| Front Row Advisors LLC | 1,350 | $78.4K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 1,251 | $72.6K | 0.00% | −464,768−99.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,244 | $72.2K | 0.01% | +150+13.7% | Added |
| 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 |
| Group One Trading, L.P. | 1,142 | $66.3K | 0.00% | −58,210−98.1% | Reduced |
| Ameriflex Group, Inc. | 1,078 | $62.6K | 0.03% | +1,078 | New |
| Citadel Advisors LLC | 1,068 | $62.0K | 0.00% | −11,737−91.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,058 | $61.4K | 0.00% | −187−15.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,036 | $60.1K | 0.00% | +936+936.0% | Added |
| Independence Bank of Kentucky | 1,022 | $59.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 960 | $56.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 957 | $55.6K | 0.01% | +14+1.5% | Added |
| Allworth Financial LP | 925 | $54.4K | 0.00% | −798−46.3% | 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 |
| Russell Investments Group, Ltd. | 746 | $43.3K | 0.00% | −50−6.3% | Reduced |
| Parkside Financial Bank & Trust | 704 | $40.9K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 700 | $40.6K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 690 | $40.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 662 | $38.4K | 0.00% | +10+1.5% | Added |
| Private Trust Co NA | 650 | $37.7K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $35.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 577 | $33.5K | 0.00% | −348−37.6% | Reduced |
| Longfellow Investment Management Co LLC | 574 | $33.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 560 | $32.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 530 | $30.8K | 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 |
| Principal Securities, Inc. | 504 | $25.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 406 | $23.6K | 0.00% | +406 | New |
| Park Square Financial Group, LLC | 380 | $22.1K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 378 | $22.0K | 0.00% | +98+35.0% | Added |
| Transce3nd, LLC | 376 | $21.8K | 0.01% | −1,374−78.5% | Reduced |
| Huntington National Bank | 331 | $19.2K | 0.00% | −1,453−81.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 330 | $19.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 282 | $16.4K | 0.00% | +20+7.6% | Added |
| Caldwell Sutter Capital, Inc. | 261 | $15.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 257 | $14.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 231 | $13.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 229 | $13.3K | 0.00% | +3+1.3% | Added |
| Rossby Financial, LCC | 200 | $11.8K | 0.01% | +200 | New |
| Byrne Asset Management LLC | 200 | $11.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 205 | $10.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 181 | $10.5K | 0.00% | +181 | New |
| Coastline Trust Co | 180 | $10.5K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 170 | $9.88K | 0.00% | +2+1.2% | Added |
| Garde Capital, Inc. | 148 | $8.59K | 0.00% | +148 | New |
| Boyd Watterson Asset Management LLC | 146 | $8.48K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $8.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 135 | $7.84K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 120 | $6.97K | 0.00% | +120 | New |
| National Bank of Canada | 103 | $5.96K | 0.00% | +103 | New |
| 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 |
| Financial Network Wealth Advisors LLC | 98 | $5.69K | 0.01% | +75+326.1% | Added |
| Cedar Mountain Advisors, LLC | 93 | $5.40K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 90 | $5.22K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| CVA Family Office, LLC | 79 | $4.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $3.89K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $2.32K | 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 |
| Sandy Spring Bank | 11 | $627 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $523 | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Sovereign Investment Advisors, LLC | 0 | $0 | 0.00% | −43,522−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −25,103−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,247−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −16,240−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,195−100.0% | Sold out |