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 2026
Institutional positions in Sunoco LP as of Jun 30, 2026. 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
- 304
- +13 vs. Q1 2026
- Shares held
- 66.8M
- −660.4K (−1.0%) vs. Q1 2026
- Total value
- $4.51B
- +$124.2M (+2.8%) vs. Q1 2026
- New holders
- 35
- 77 more added
- Sold out
- 22
- 84 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 3,805 | $256.8K | 0.02% | +35+0.9% | Added |
| Kanawha Capital Management LLC | 3,800 | $256.5K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 3,775 | $254.8K | 0.00% | +11+0.3% | Added |
| Inscription Capital, LLC | 3,740 | $252.4K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,736 | $252.2K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,733 | $252.0K | 0.00% | −2,385−39.0% | Reduced |
| Perryman Financial Advisory Inc | 3,732 | $251.9K | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 3,721 | $251.0K | 0.03% | +3,721 | New |
| Summit Wealth Partners, LLC | 3,716 | $250.8K | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 3,706 | $250.2K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,705 | $250.1K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,670 | $247.8K | 0.00% | +3,670 | New |
| Great Valley Advisor Group, Inc. | 3,661 | $246.6K | 0.00% | +21+0.6% | Added |
| Wealth Alliance Advisory Group, LLC | 3,654 | $246.6K | 0.04% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 3,652 | $246.5K | 0.01% | −206−5.3% | Reduced |
| Clark Capital Management Group, Inc. | 3,619 | $244.3K | 0.00% | −1,881−34.2% | Reduced |
| Toroso Investments, LLC | 3,606 | $243.4K | 0.00% | +3,606 | New |
| Peapack Gladstone Financial Corp | 3,540 | $239.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,540 | $238.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,514 | $237.2K | 0.00% | +3,514 | New |
| Roundview Capital LLC | 3,513 | $237.1K | 0.01% | +3,513 | New |
| Barr E S & Co | 3,500 | $236.3K | 0.01% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 3,087 | $223.3K | 0.01% | +3,087 | New |
| XML Financial, LLC | 3,300 | $222.8K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 3,284 | $221.7K | 0.10% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,171 | $214.0K | 0.01% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 3,159 | $213.2K | 0.21% | −46−1.4% | Reduced |
| Novare Capital Management LLC | 3,140 | $211.9K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 3,120 | $210.6K | 0.02% | +3,120 | New |
| Stephens Inc | 3,022 | $204.0K | 0.00% | +3,022 | New |
| Hourglass Capital, LLC | 3,003 | $202.7K | 0.04% | +3,003 | New |
| Anchor Investment Management, LLC | 3,000 | $202.5K | 0.02% | 00.0% | Unchanged |
| Fruth Investment Management | 3,000 | $202.0K | 0.05% | +3,000 | New |
| Quantum Private Wealth, LLC | 2,982 | $201.3K | 0.05% | +2,982 | New |
| American National Bank | 2,964 | $200.1K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,929 | $197.7K | 0.00% | +222+8.2% | Added |
| Harbour Investments, Inc. | 2,779 | $187.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,666 | $180.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 2,388 | $161.2K | 0.08% | +64+2.8% | Added |
| Huntington National Bank | 2,199 | $148.4K | 0.00% | +1,000+83.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $135.0K | 0.03% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,943 | $131.1K | 0.07% | −266−12.0% | Reduced |
| Aventura Private Wealth, LLC | 1,909 | $128.9K | 0.04% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,800 | $121.5K | 0.08% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,350 | $99.0K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,415 | $95.5K | 0.00% | +4+0.3% | Added |
| Parkside Financial Bank & Trust | 1,311 | $88.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,200 | $81.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,200 | $81.0K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,196 | $80.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,101 | $74.3K | 0.00% | −640−36.8% | Reduced |
| Quent Capital, LLC | 1,075 | $72.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,036 | $69.9K | 0.01% | +14+1.4% | Added |
| EverSource Wealth Advisors, LLC | 1,027 | $69.3K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 807 | $60.0K | 0.01% | +807 | New |
| Russell Investments Group, Ltd. | 838 | $56.6K | 0.00% | −125−13.0% | Reduced |
| Harbor Asset Planning, Inc. | 762 | $51.4K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 730 | $50.2K | 0.00% | −50,000−98.6% | Reduced |
| Parallel Advisors, LLC | 710 | $47.9K | 0.00% | +9+1.3% | Added |
| Private Trust Co NA | 650 | $43.9K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 626 | $42.3K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $40.6K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 575 | $38.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 560 | $37.8K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 500 | $33.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 500 | $33.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $33.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $33.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 406 | $27.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $22.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 328 | $22.2K | 0.00% | −350−51.6% | Reduced |
| Geneos Wealth Management Inc. | 288 | $19.4K | 0.00% | +43+17.6% | Added |
| Caldwell Sutter Capital, Inc. | 281 | $19.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 257 | $17.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 248 | $16.7K | 0.00% | −29−10.5% | Reduced |
| Kerr Financial Planning Corp | 235 | $15.9K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 218 | $14.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 190 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 188 | $12.7K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 181 | $12.2K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 180 | $12.2K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 166 | $11.2K | 0.01% | +166 | New |
| Boyd Watterson Asset Management LLC | 146 | $9.86K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $9.65K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 120 | $8.10K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 114 | $7.71K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 110 | $7.42K | 0.00% | +2+1.9% | Added |
| UBS Asset Management Americas Inc | 107 | $7.22K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $6.75K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $6.28K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 80 | $5.40K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $5.40K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $5.33K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 76 | $5.13K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 65 | $4.39K | 0.00% | +65 | New |
| Strategic Advocates LLC | 56 | $3.78K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 50 | $3.38K | 0.00% | −7−12.3% | Reduced |
| Gables Capital Management Inc. | 40 | $2.70K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 37 | $2.50K | 0.00% | 00.0% | Unchanged |