Security key
86764P109
- Type / Class
- Equity / COMMON STOCK
- Total 13F shares
- 41,451
- Share change
- -200
- Total reported value
- $2,072,962
- Price per share
- $48.50
- Number of holders
- 2
- Value change
- -$10,718
- Number of sells
- 1
Report period
Q3 2025
Institutions
2
Top holders
2
SUN full security history
Newer quarter: Q4 2025
Previous quarter: Q2 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 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC |
13F
|
Company |
17%
|
23,489,829
|
$1,258,819,936 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
6.7%
|
9,080,481
|
$486,622,976 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
4.8%
|
6,504,694
|
$348,586,560 | — | 30 Jun 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
2.1%
|
2,805,106
|
$150,325,631 | — | 30 Jun 2025 | |
| Energy Income Partners, LLC |
13F
|
Company |
1.4%
|
1,883,992
|
$100,963,131 | — | 30 Jun 2025 | |
| Blackstone Inc. |
13F
|
Company |
1.3%
|
1,796,281
|
$96,262,699 | — | 30 Jun 2025 | |
| Leon G. Cooperman |
13F
|
Individual |
1.1%
|
1,470,000
|
$78,777,300 | — | 30 Jun 2025 | |
| TORTOISE CAPITAL ADVISORS, L.L.C. |
13F
|
Company |
1%
|
1,404,738
|
$75,279,910 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.84%
|
1,151,153
|
$61,690,290 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.81%
|
1,110,476
|
$59,510,409 | — | 30 Jun 2025 | |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC |
13F
|
Company |
0.72%
|
982,653
|
$52,660,374 | — | 30 Jun 2025 | |
| Recurrent Investment Advisors LLC |
13F
|
Company |
0.69%
|
933,586
|
$50,030,874 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.57%
|
771,976
|
$41,370,242 | — | 30 Jun 2025 | |
| MILLER HOWARD INVESTMENTS INC /NY |
13F
|
Company |
0.51%
|
691,096
|
$37,035,844 | — | 30 Jun 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.49%
|
670,269
|
$35,919,741 | — | 30 Jun 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.49%
|
662,929
|
$35,526,365 | — | 30 Jun 2025 | |
| Fractal Investments LLC |
13F
|
Company |
0.45%
|
616,542
|
$33,040,486 | — | 30 Jun 2025 | |
| BOWEN HANES & CO INC |
13F
|
Company |
0.44%
|
600,000
|
$32,154,000 | — | 30 Jun 2025 | |
| Adams Asset Advisors, LLC |
13F
|
Company |
0.42%
|
571,547
|
$30,629,204 | — | 30 Jun 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.33%
|
444,238
|
$23,806,714 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.27%
|
365,953
|
$19,611,458 | — | 30 Jun 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.18%
|
247,417
|
$13,259,077 | — | 30 Jun 2025 | |
| HUB Investment Partners, LLC |
13F
|
Company |
0.15%
|
206,606
|
$11,072,011 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.14%
|
190,659
|
$10,217,436 | — | 30 Jun 2025 | |
| ING GROEP NV |
13F
|
Company |
0.13%
|
183,100
|
$9,812,329 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.12%
|
166,822
|
$8,939,995 | — | 30 Jun 2025 | |
| HENNESSY ADVISORS INC |
13F
|
Company |
0.12%
|
166,800
|
$8,938,812 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.12%
|
161,332
|
$8,645,797 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.12%
|
158,961
|
$8,518,000 | — | 30 Jun 2025 | |
| Kercheville Advisors, LLC |
13F
|
Company |
0.11%
|
154,080
|
$8,257,141 | — | 30 Jun 2025 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.11%
|
146,300
|
$7,840,217 | — | 30 Jun 2025 | |
| CHICKASAW CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.11%
|
144,429
|
$7,740,000 | — | 30 Jun 2025 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
0.09%
|
128,786
|
$6,901,620 | — | 30 Jun 2025 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.09%
|
126,245
|
$6,765,470 | — | 30 Jun 2025 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
0.08%
|
114,820
|
$6,153,204 | — | 30 Jun 2025 | |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
13F
|
Company |
0.08%
|
113,263
|
$6,069,764 | — | 30 Jun 2025 | |
| Summit Financial, LLC |
13F
|
Company |
0.07%
|
93,181
|
$4,993,560 | — | 30 Jun 2025 | |
| Texas Yale Capital Corp. |
13F
|
Company |
0.07%
|
90,666
|
$4,858,791 | — | 30 Jun 2025 | |
| Waverly Advisors, LLC |
13F
|
Company |
0.06%
|
77,701
|
$4,163,985 | — | 30 Jun 2025 | |
| NBW CAPITAL LLC |
13F
|
Company |
0.06%
|
76,009
|
$4,073,322 | — | 30 Jun 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.06%
|
75,133
|
$4,026,000 | — | 30 Jun 2025 | |
| Waldron Private Wealth LLC |
13F
|
Company |
0.05%
|
71,000
|
$3,804,890 | — | 30 Jun 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.05%
|
64,881
|
$3,476,949 | — | 30 Jun 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.05%
|
63,302
|
$3,392,349 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.04%
|
56,245
|
$3,014,432 | — | 30 Jun 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.04%
|
51,467
|
$2,758,117 | — | 30 Jun 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.04%
|
50,528
|
$2,707,796 | — | 30 Jun 2025 | |
| WHITTIER TRUST CO OF NEVADA INC |
13F
|
Company |
0.04%
|
50,351
|
$2,698,310 | — | 30 Jun 2025 | |
| Mariner, LLC |
13F
|
Company |
0.04%
|
49,524
|
$2,654,014 | — | 30 Jun 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.03%
|
46,783
|
$2,507,101 | — | 30 Jun 2025 |
Institutional Holders of SUNOCO INC - COMMON STOCK (SUN) as of Q3 2025
As of 30 Sep 2025,
SUNOCO INC - COMMON STOCK (SUN) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
41,451 shares.
The largest 2 holders included
Pinnacle Holdings, LLC and HUNTINGTON NATIONAL BANK.
This page lists
2
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
3
Q3 2025 holders
2
Holder diff
-1
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.