Security key
86764P109
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 201
- Share change
- 0
- Total reported value
- $10,335
- Reported price per share
- $49.22
- Number of holders
- 2
Security identity
Holder snapshot
Report period
Q4 2024
Institutions
2
Top holders
2
SUN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2025
Previous quarter: Q3 2024
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.
Lead holder
ALPS ADVISORS INC
13D/G signal
—
Evidence rows
15
Latest as of
30 Sep 2024
13F
Lead comparable stake: 14%
Showing 1-6 of 15 holder rows.
Rank 1 holder
ALPS ADVISORS INC
13F
- Ownership
- 14%
- Position
- $1.03B
Rank 2 holder
Invesco Ltd.
13F
- Ownership
- 6.4%
- Position
- $465.41M
Rank 3 holder
GOLDMAN SACHS GROUP INC
13F
- Ownership
- 5.1%
- Position
- $372.29M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ALPS ADVISORS INC |
13F
Company
|
14%
|
$1,027,095,352
19,133,669 shares
|
— | 30 Sep 2024 |
| Invesco Ltd. |
13F
Company
|
6.4%
|
$465,409,196
8,670,067 shares
|
— | 30 Sep 2024 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
5.1%
|
$372,294,902
6,935,449 shares
|
— | 30 Sep 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
Company
|
1.8%
|
$133,161,775
2,480,659 shares
|
— | 30 Sep 2024 |
| JPMORGAN CHASE & CO |
13F
Company
|
1.6%
|
$117,643,524
2,191,570 shares
|
— | 30 Sep 2024 |
| Blackstone Inc. |
13F
Company
|
1%
|
$76,725,361
1,429,310 shares
|
— | 30 Sep 2024 |
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 Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
201
Rows available
2
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* 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 failed the local validity check.
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
2
Q4 2024 holders
2
Holder diff
0
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend