Skip to main content
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.

Q1 2026 vs. Q4 2025

How the institutions holding Sunoco LP changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of SUN: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2766297+27
Shares66.5M148.6K67.5M+1.23M (+1.9%)
Value$3.48B$7.79M$4.39B+$914.0M (+26.3%)

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held Sunoco LP at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SUN in Q1 2026
InstitutionSharesValue% of portfolio
ING Groep NV164,000$10.7M0.07%
CIBC Bancorp USA Inc.141,443$9.19M0.01%
Beacon Pointe Advisors, LLC138,519$9.00M0.05%
Corigliano Investment Advisers, LLC77,400$5.03M1.96%
Jane Street Group, LLC67,269$4.37M0.00%
Westwood Holdings Group Inc.34,335$2.23M0.02%
Crescent Grove Advisors, LLC26,869$1.75M0.17%
Gsa Capital Partners LLP8,525$554.0K0.03%
Two Sigma Securities, LLC6,562$426.3K0.05%
Lido Advisors, LLC6,118$397.5K0.00%
Corps Capital Advisors, LLC5,725$372.0K0.32%
Western Wealth Management, LLC2,119$348.9K0.01%
Regal Investment Advisors LLC4,871$316.5K0.02%
Founders Financial Alliance, LLC4,373$284.1K0.05%
Kirkwood Financial Services4,215$273.8K0.09%
Capital Advisors Inc3,932$255.5K0.00%
Kanawha Capital Management LLC3,800$246.9K0.02%
MONECO Advisors, LLC3,770$245.0K0.02%
Blair William & Co3,764$244.6K0.00%
Inscription Capital, LLC3,740$243.0K0.03%
Perryman Financial Advisory Inc3,732$242.5K0.04%
Summit Wealth Partners, LLC3,716$241.4K0.04%
Tyche Wealth Partners LLC3,705$240.7K0.04%
Partners Wealth Management, LLC3,696$240.1K0.25%
Wealth Alliance Advisory Group, LLC3,654$237.4K0.04%
Great Valley Advisor Group, Inc.3,640$236.6K0.00%
Signal Advisors Wealth, LLC3,556$231.0K0.02%
Peapack Gladstone Financial Corp3,540$230.0K0.00%
Davenport & Co LLC3,540$230.0K0.00%
Armis Advisers, LLC3,250$227.5K0.02%
Gateway Wealth Partners, LLC3,500$227.4K0.01%
Barr E S & Co3,500$227.4K0.01%
Legacy Wealth Advisors, LLC3,284$213.4K0.11%
Arrow Investment Advisors, LLC3,205$208.2K0.22%
Cyndeo Wealth Partners, LLC3,171$206.0K0.01%
Novare Capital Management LLC3,140$204.0K0.02%
Advisory Services Network, LLC2,835$184.2K0.00%
Salem Investment Counselors Inc2,666$173.2K0.01%
Cassaday & Co Wealth Management LLC1,196$77.7K0.00%
TD Waterhouse Canada Inc.678$43.0K0.00%
Federation des caisses Desjardins du Quebec114$7.41K0.00%
UBS Asset Management Americas Inc107$6.95K0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP76$4.95K0.00%
True Link Financial Advisors, LLC63$4.09K0.00%

Sold out (17)

Institutions that held Sunoco LP at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SUN in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
TIG Advisors, LLC35,100$1.84M
Bank of Montreal21,422$1.12M
Simplex Trading, LLC15,199$796.6K
DRW Securities, LLC10,597$555.4K
CI Private Wealth, LLC7,467$391.3K
Pinnacle Financial Partners, Inc.6,260$328.1K
Evoke Wealth, LLC4,877$255.6K
Monticello Wealth Management, LLC4,508$236.3K
Flagship Harbor Advisors, LLC2,700$141.5K
Northwestern Mutual Wealth Management Co1,814$95.1K
Cresta Advisors, Ltd.1,222$64.0K
Brandywine Financial Group750$39.3K
Keating Financial Advisory Services, Inc.572$30.0K
SRS Capital Advisors, Inc.110$5.78K
Tower Research Capital LLC (TRC)53$2.78K
Rudius Management LP33$1.73K
DV Trading LLC5$262

Not filed for Q1 2026 yet (6)

Institutions that held Sunoco LP at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
CIBC Private Wealth Group, LLC142,135$7.45M
Liberty Capital Management, Inc.4,384$229.8K
Global Retirement Partners, LLC1,710$89.6K
GPS Wealth Strategies Group, LLC275$14.4K
Stephens Consulting, LLC100$5.24K
Motiv8 Investments LLC1$0