Security key
86764P109
- Type / Class
- Equity / COMMON STOCK
- Total 13F shares
- 41,651
- Share change
- 0
- Total reported value
- $2,232,071
- Price per share
- $53.59
- Number of holders
- 3
Report period
Q2 2025
Institutions
3
Top holders
3
SUN full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Sunoco LP SEC filings
Sunoco LP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 86764P109
Recent filing periods:
Top shareholders of SUN - SUNOCO INC - COMMON STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC |
13F
|
Company |
17%
|
23,132,625
|
$1,343,080,208 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
6.7%
|
9,165,717
|
$532,161,530 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
4.8%
|
6,523,354
|
$378,745,933 | — | 31 Mar 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
2.2%
|
2,978,209
|
$172,914,815 | — | 31 Mar 2025 | |
| Energy Income Partners, LLC |
13F
|
Company |
1.3%
|
1,810,296
|
$105,105,786 | — | 31 Mar 2025 | |
| Blackstone Inc. |
13F
|
Company |
1.3%
|
1,754,583
|
$101,871,089 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.2%
|
1,693,243
|
$98,309,739 | — | 31 Mar 2025 | |
| TORTOISE CAPITAL ADVISORS, L.L.C. |
13F
|
Company |
0.89%
|
1,213,616
|
$70,462,545 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.85%
|
1,163,693
|
$67,564,030 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.75%
|
1,025,036
|
$59,513,591 | — | 31 Mar 2025 | |
| Recurrent Investment Advisors LLC |
13F
|
Company |
0.68%
|
932,862
|
$54,161,968 | — | 31 Mar 2025 | |
| MILLER HOWARD INVESTMENTS INC /NY |
13F
|
Company |
0.5%
|
687,244
|
$39,901,369 | — | 31 Mar 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.5%
|
685,429
|
$39,796,008 | — | 31 Mar 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.47%
|
644,512
|
$37,420,339 | — | 31 Mar 2025 | |
| BOWEN HANES & CO INC |
13F
|
Company |
0.44%
|
600,000
|
$34,836,000 | — | 31 Mar 2025 | |
| Adams Asset Advisors, LLC |
13F
|
Company |
0.42%
|
569,273
|
$33,051,990 | — | 31 Mar 2025 | |
| Fractal Investments LLC |
13F
|
Company |
0.41%
|
552,768
|
$32,093,710 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.25%
|
346,963
|
$20,144,692 | — | 31 Mar 2025 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.22%
|
304,500
|
$17,679,270 | — | 31 Mar 2025 | |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC |
13F
|
Company |
0.22%
|
296,442
|
$7,998,005 | — | 31 Mar 2025 | |
| Leon G. Cooperman |
13F
|
Individual |
0.21%
|
285,000
|
$16,547,100 | — | 31 Mar 2025 | |
| ING GROEP NV |
13F
|
Company |
0.2%
|
276,000
|
$16,024,560 | — | 31 Mar 2025 | |
| HUB Investment Partners, LLC |
13F
|
Company |
0.15%
|
206,842
|
$12,009,259 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.14%
|
189,662
|
$11,011,846 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.14%
|
184,925
|
$10,736,754 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.12%
|
159,128
|
$9,239,000 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.12%
|
158,973
|
$9,229,997 | — | 31 Mar 2025 | |
| Kercheville Advisors, LLC |
13F
|
Company |
0.11%
|
154,078
|
$8,945,793 | — | 31 Mar 2025 | |
| CHICKASAW CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.1%
|
138,000
|
$8,012,000 | — | 31 Mar 2025 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.09%
|
125,189
|
$6,307,022 | — | 31 Mar 2025 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
0.09%
|
118,433
|
$6,876,220 | — | 31 Mar 2025 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
0.08%
|
109,048
|
$6,331,310 | — | 31 Mar 2025 | |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC |
13F
|
Company |
0.07%
|
99,688
|
$5,787,885 | — | 31 Mar 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.07%
|
94,984
|
$5,514,835 | — | 31 Mar 2025 | |
| Summit Financial, LLC |
13F
|
Company |
0.07%
|
93,180
|
$5,410,026 | — | 31 Mar 2025 | |
| Texas Yale Capital Corp. |
13F
|
Company |
0.06%
|
81,476
|
$4,730,497 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.06%
|
79,897
|
$4,638,819 | — | 31 Mar 2025 | |
| NBW CAPITAL LLC |
13F
|
Company |
0.05%
|
74,578
|
$4,329,999 | — | 31 Mar 2025 | |
| Waverly Advisors, LLC |
13F
|
Company |
0.05%
|
74,578
|
$4,329,999 | — | 31 Mar 2025 | |
| WHITTIER TRUST CO OF NEVADA INC |
13F
|
Company |
0.05%
|
72,174
|
$4,190,422 | — | 31 Mar 2025 | |
| Waldron Private Wealth LLC |
13F
|
Company |
0.05%
|
71,000
|
$4,122,260 | — | 31 Mar 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.05%
|
70,258
|
$4,079,155 | — | 31 Mar 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.05%
|
65,136
|
$3,781,796 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.04%
|
61,241
|
$3,555,917 | — | 31 Mar 2025 | |
| ICON ADVISERS INC/CO |
13F
|
Company |
0.04%
|
56,000
|
$3,251,360 | — | 31 Mar 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.04%
|
49,523
|
$2,875,305 | — | 31 Mar 2025 | |
| GLENMEDE TRUST CO NA |
13F
|
Company |
0.03%
|
46,000
|
$2,670,760 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.03%
|
45,112
|
$2,619,203 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.03%
|
44,478
|
$2,582,393 | — | 31 Mar 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.03%
|
44,256
|
$2,569,000 | — | 31 Mar 2025 |
Institutional Holders of SUNOCO INC - COMMON STOCK (SUN) as of Q2 2025
As of 30 Jun 2025,
SUNOCO INC - COMMON STOCK (SUN) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
41,651 shares.
The largest 3 holders included
Pinnacle Holdings, LLC, Byrne Asset Management LLC, and HUNTINGTON NATIONAL BANK.
This page lists
3
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
3
Q2 2025 holders
3
Holder diff
0
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.