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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.

Q2 2026 vs. Q1 2026

How the institutions holding Sunoco LP changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of SUN: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2976304+13
Shares67.5M99.4K66.8M−660.4K (−1.0%)
Value$4.39B$6.46M$4.51B+$124.2M (+2.8%)

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Sunoco LP at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to SUN in Q2 2026
InstitutionSharesValue% of portfolio
Thoroughbred Financial Services, LLC86,000$5.80M0.28%
Kayne Anderson Capital Advisors LP57,396$3.87M0.08%
AlTi Global, Inc.51,254$3.46M0.07%
Toronto Dominion Bank49,798$3.36M0.01%
Citadel Advisors LLC21,633$1.46M0.00%
Virtu Financial LLC18,971$1.28M0.04%
SRS Capital Advisors, Inc.16,129$1.09M0.01%
Jump Financial, LLC15,900$1.07M0.01%
Austin Wealth Management, LLC13,934$1.03M0.22%
Pallas Capital Advisors LLC12,116$817.8K0.03%
GWN Securities Inc.9,821$662.9K0.11%
SG Americas Securities, LLC8,447$570.0K0.00%
Ameritas Advisory Services, LLC7,230$488.0K0.01%
CI Private Wealth, LLC7,202$486.1K0.00%
Vaquero Private Wealth, Ltd6,000$405.0K0.08%
DRW Securities, LLC5,876$396.6K0.02%
Liberty Capital Management, Inc.4,384$295.9K0.05%
Atria Investments LLC3,873$261.4K0.00%
Stonebridge Financial Group, LLC3,721$251.0K0.03%
Kestra Private Wealth Services, LLC3,670$247.8K0.00%
Toroso Investments, LLC3,606$243.4K0.00%
Global Retirement Partners, LLC3,514$237.2K0.00%
Roundview Capital LLC3,513$237.1K0.01%
Foster Victor Wealth Advisors, LLC3,087$223.3K0.01%
State of Wyoming3,120$210.6K0.02%
Stephens Inc3,022$204.0K0.00%
Hourglass Capital, LLC3,003$202.7K0.04%
Fruth Investment Management3,000$202.0K0.05%
Quantum Private Wealth, LLC2,982$201.3K0.05%
Compass Financial Management LLC807$60.0K0.01%
Entrust Financial LLC166$11.2K0.01%
Silver Grove Financial Group, Inc.65$4.39K0.00%
Markowski Investments11$7090.00%
Institute for Wealth Management, LLC.1$680.00%
Mather Group, LLC.1$670.00%

Sold out (22)

Institutions that held Sunoco LP at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of SUN in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Hennessy Advisors Inc140,200$9.11M
Jane Street Group, LLC67,269$4.37M
Pinnacle Holdings, LLC23,298$1.51M
Gsa Capital Partners LLP8,525$554.0K
Two Sigma Securities, LLC6,562$426.3K
Basso Capital Management, L.P.5,680$369.0K
Western Wealth Management, LLC2,119$348.9K
Virtus ETF Advisers LLC4,380$284.6K
Kirkwood Financial Services4,215$273.8K
Merit Financial Group, LLC3,980$258.6K
Partners Wealth Management, LLC3,696$240.1K
Signal Advisors Wealth, LLC3,556$231.0K
Gateway Wealth Partners, LLC3,500$227.4K
Advisory Services Network, LLC2,835$184.2K
Resources Management Corp1,780$116.0K
Independence Bank of Kentucky1,022$66.4K
Ancora Advisors, LLC796$51.7K
Root Financial Partners, LLC625$40.6K
Wolff Wiese Magana LLC224$14.6K
Rossby Financial, LCC200$12.8K
Ronald Blue Trust, Inc.188$12.2K
True Link Financial Advisors, LLC63$4.09K

Not filed for Q2 2026 yet (6)

Institutions that held Sunoco LP at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Corigliano Investment Advisers, LLC77,400$5.03M
U.S. Capital Wealth Advisors, LLC8,401$545.8K
Journey Strategic Wealth LLC6,262$406.8K
Jaffetilchin Investment Partners, LLC5,617$364.9K
Sunbelt Securities, Inc.1,331$86.5K
CWM, LLC410$26.6K