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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, Q2 2025

Institutional positions in Sunoco LP as of Jun 30, 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
282
−6 vs. Q1 2025
Shares held
63.7M
+2.08M (+3.4%) vs. Q1 2025
Total value
$3.41B
−$153.6M (−4.3%) vs. Q1 2025
New holders
28
101 more added
Sold out
34
64 more reduced

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 282 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 heldQ2 2025: $3.41B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q1 2025.

Institutions holding SUN in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
IFG Advisory, LLC13,755$737.1K0.04%00.0%Unchanged
Quad-Cities Investment Group, LLC13,577$727.6K0.33%+536+4.1%Added
Spirit of America Management Corp13,500$723.5K0.15%00.0%Unchanged
CI Private Wealth, LLC13,124$703.3K0.00%+13,124New
M&T Bank Corp13,106$702.4K0.00%00.0%Unchanged
Virtu Financial LLC12,752$683.0K0.03%+12,752New
Avantax Advisory Services, Inc.12,721$681.7K0.00%−191−1.5%Reduced
Bokf, NA12,293$658.8K0.01%00.0%Unchanged
Brown Advisory Inc12,174$652.4K0.00%+1,201+10.9%Added
Hudson Valley Investment Advisors Inc12,030$644.7K0.07%00.0%Unchanged
Hilltop Holdings Inc.11,937$639.7K0.04%−229−1.9%Reduced
Kovitz Investment Group Partners, LLC11,798$632.3K0.00%00.0%Unchanged
M.E. Allison & Co., Inc.11,745$629.4K0.51%00.0%Unchanged
Custom Index Systems, LLC11,418$611.9K0.29%+1,662+17.0%Added
Baldwin Brothers Inc11,360$608.8K0.04%00.0%Unchanged
International Assets Investment Management, LLC11,061$592.7K0.05%−191−1.7%Reduced
Oxbow Advisors, LLC10,595$567.8K0.06%+2,595+32.4%Added
Journey Strategic Wealth LLC10,458$560.4K0.02%−1,831−14.9%Reduced
IHT Wealth Management, LLC10,302$552.1K0.02%+212+2.1%Added
Wealthcare Advisory Partners LLC10,063$539.3K0.01%+56+0.6%Added
Baker Avenue Asset Management, LP10,000$535.9K0.02%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC9,996$535.7K0.02%+729+7.9%Added
Tradition Wealth Management, LLC9,840$527.3K0.04%+56+0.6%Added
Kingsview Wealth Management, LLC9,584$513.6K0.01%+55+0.6%Added
Stratos Wealth Partners, LTD.9,559$512.3K0.01%−81−0.8%Reduced
Wedbush Securities Inc9,483$508.0K0.02%−968−9.3%Reduced
National Asset Management, Inc.9,387$503.0K0.02%−871−8.5%Reduced
Independent Advisor Alliance9,254$495.9K0.01%+1,106+13.6%Added
XML Financial, LLC9,221$494.1K0.04%−1,724−15.8%Reduced
PSI Advisors, LLC9,220$494.1K0.24%+10+0.1%Added
Davidson Trust Co9,000$482.3K0.22%00.0%Unchanged
EP Wealth Advisors, LLC8,886$476.2K0.00%+296+3.4%Added
Uhlmann Price Securities, LLC8,786$470.9K0.34%−1,002−10.2%Reduced
Cypress Capital Group8,620$461.9K0.06%+8,620New
BNP Paribas Arbitrage, SA8,420$451.2K0.00%−1,515−15.2%Reduced
Cohen Capital Management, Inc.8,210$440.0K0.07%00.0%Unchanged
Good Life Advisors, LLC8,151$436.8K0.03%+164+2.1%Added
United Advisor Group, LLC8,093$433.7K0.07%+614+8.2%Added
Benjamin Edwards Inc7,741$414.9K0.01%00.0%Unchanged
Midwest Trust Co7,595$407.0K0.01%+7,595New
Arkadios Wealth Advisors7,399$396.5K0.01%+295+4.2%Added
Oppenheimer & Co Inc7,365$394.7K0.01%00.0%Unchanged
Capital Advisors Inc7,258$389.0K0.01%+34+0.5%Added
WealthPLAN Partners, LLC7,214$386.6K0.06%+10+0.1%Added
GWM Advisors LLC7,088$379.9K0.00%+4,915+226.2%Added
Green Square Capital Advisors LLC7,038$377.2K0.04%00.0%Unchanged
Security National Bank of Sioux City Iowa7,000$375.1K0.26%00.0%Unchanged
Mercer Global Advisors Inc6,901$369.8K0.00%+1,260+22.3%Added
Jaffetilchin Investment Partners, LLC6,883$368.8K0.02%−47−0.7%Reduced
Avidian Wealth Solutions, LLC6,785$363.6K0.01%−79−1.2%Reduced
Stephens Inc6,569$352.0K0.00%−1,047−13.7%Reduced
We Are One Seven, LLC6,566$351.9K0.01%−3,789−36.6%Reduced
Oppenheimer Asset Management Inc.6,479$347.2K0.00%−405−5.9%Reduced
Avid Wealth Partners LLC6,398$342.8K0.20%−9,436−59.6%Reduced
Farther Finance Advisors, LLC6,213$332.9K0.01%+4,036+185.4%Added
King Luther Capital Management Corp6,143$329.2K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC6,116$327.8K0.16%00.0%Unchanged
Jones Financial Companies LLLP5,991$325.4K0.00%+1,225+25.7%Added
Wolverine Trading, LLC5,988$325.2K0.01%+5,988New
Strategic Advocates LLC5,977$320.3K0.10%−659−9.9%Reduced
Carnegie Capital Asset Management, LLC5,847$313.3K0.01%+642+12.3%Added
Independent Financial Group, LLC5,705$305.7K0.01%+1,549+37.3%Added
Two Sigma Securities, LLC5,684$304.6K0.04%+5,684New
Basso Capital Management, L.P.5,680$304.4K0.23%00.0%Unchanged
PFG Investments, LLC5,671$303.9K0.02%−987−14.8%Reduced
MAI Capital Management5,587$299.4K0.00%+3+0.1%Added
HighPoint Advisor Group LLC5,584$299.2K0.02%+1,050+23.2%Added
Wealth Alliance5,561$298.0K0.03%+5,561New
Clark Capital Management Group, Inc.5,500$294.7K0.00%+5,500New
L.M. Kohn & Company5,400$289.4K0.08%00.0%Unchanged
Allworth Financial LP5,235$280.5K0.00%+4,310+465.9%Added
Snowden Capital Advisors LLC5,233$280.5K0.01%+100+1.9%Added
Ameritas Advisory Services, LLC5,187$278.0K0.01%+193+3.9%Added
Sittner & Nelson, LLC5,000$267.9K0.11%00.0%Unchanged
Garrett Wealth Advisory Group, LLC4,933$264.4K0.06%00.0%Unchanged
Bridges Investment Management Inc4,927$264.0K0.00%00.0%Unchanged
Bank of New York Mellon Corp4,919$263.6K0.00%+641+15.0%Added
Willis Investment Counsel4,883$261.7K0.02%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC4,856$260.2K0.03%−139−2.8%Reduced
RMB Capital Management, LLC4,809$257.7K0.00%+4,809New
Crumly & Associates Inc.4,711$252.5K0.06%00.0%Unchanged
Monticello Wealth Management, LLC4,674$250.5K0.02%+34+0.7%Added
Wiley Bros.-Aintree Capital, LLC4,665$250.0K0.00%+225+5.1%Added
Citizens Financial Group Inc4,639$248.6K0.00%00.0%Unchanged
D.A. Davidson & Co.4,631$248.2K0.00%+100+2.2%Added
Mutual Advisors, LLC4,622$247.3K0.01%+10.0%Added
Whitener Capital Management, Inc.4,510$241.7K0.06%+10+0.2%Added
Pensionmark Financial Group, LLC4,500$241.2K0.01%−300−6.3%Reduced
Jump Financial, LLC4,414$236.5K0.00%−966−18.0%Reduced
Liberty Capital Management, Inc.4,384$234.9K0.05%00.0%Unchanged
Virtus ETF Advisers LLC4,380$234.7K0.14%00.0%Unchanged
Northern Trust Corp4,278$229.3K0.00%−226−5.0%Reduced
Newbridge Financial Services Group, Inc.4,243$227.4K0.04%+131+3.2%Added
Ethos Financial Group, LLC4,142$222.0K0.02%−3,635−46.7%Reduced
CWA Asset Management Group, LLC4,087$219.0K0.01%−247−5.7%Reduced
Quadrant Private Wealth Management, LLC4,040$216.5K0.04%00.0%Unchanged
Vivaldi Asset Management, LLC3,926$210.4K0.01%+3,926New
Lee Financial Co3,819$204.7K0.03%+3,819New
Kanawha Capital Management LLC3,800$203.6K0.02%00.0%Unchanged
Inscription Capital, LLC3,740$200.4K0.03%−1,735−31.7%Reduced