Security key
86764P109
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 10,000
- Total 13F value
- $306,000
- Share change
- +10,000
- SEC-reported price per share
- $30.60
- Number of holders
- 1
- Value change
- +$306,000
- Number of buys
- 1
Report period
Q2 2017
Institutions
1
Top holders
1
SUN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2017
Previous quarter: Q2 2015
Sunoco LP SEC filings
Sunoco LP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 86764P109
Recent filing periods:
Ownership snapshot
Top reported holders of SUN - SUNOCO INC - COMMON STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
OppenheimerFunds, Inc.
Disclosed value leader
OppenheimerFunds, Inc.
Comparable rows
15/15
Latest evidence
31 Mar 2017
13F
Lead comparable stake: 9.8%
Showing 1-6 of 15 holder rows.
Quick read
OppenheimerFunds, Inc. leads the comparable SEC ownership view at 9.8%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens OppenheimerFunds, Inc.'s linked filing trail.
Comparable ownership
Top 5
OppenheimerFunds, Inc.
9.8%
BANK OF AMERICA CORP /DE/
1.4%
GOLDMAN SACHS GROUP INC
0.97%
CITIGROUP INC
0.92%
MORGAN STANLEY
0.74%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| OppenheimerFunds, Inc. |
13F
Company
|
9.8%
|
$323,542,000
13,386,079 shares
|
— | 31 Mar 2017 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
1.4%
|
$44,784,000
1,852,879 shares
|
— | 31 Mar 2017 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
0.97%
|
$31,964,000
1,322,456 shares
|
— | 31 Mar 2017 |
| CITIGROUP INC |
13F
Company
|
0.92%
|
$30,452,000
1,259,913 shares
|
— | 31 Mar 2017 |
| MORGAN STANLEY |
13F
Company
|
0.74%
|
$24,448,000
1,011,517 shares
|
— | 31 Mar 2017 |
| Harvest Fund Advisors LLC |
13F
Company
|
0.66%
|
$21,871,000
904,886 shares
|
— | 31 Mar 2017 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
10,000
Rows available
1
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2017 vs Q2 2015 Across Filers
Q2 2015 holders
0
Q2 2017 holders
1
Holder diff
1
| Investor | Q2 2015 Shares | Q2 2017 Shares | Share Diff | Share Chg % | Q2 2015 value | Q2 2017 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend