Security key
86764P109
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 23,299
- Total 13F value
- $1,513,718
- Share change
- -17,753
- SEC-reported price per share
- $55.98
- Number of holders
- 2
- Value change
- -$1,153,412
- Number of sells
- 1
Report period
Q1 2026
Institutions
2
Top holders
2
SUN full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q4 2025
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
ALPS ADVISORS INC
Disclosed value leader
ALPS ADVISORS INC
Comparable rows
15/15
Latest evidence
31 Mar 2026
13D/G
13F
3/4/5
Lead comparable stake: 12%
13D/G row: ALPS ADVISORS INC
Showing 1-6 of 15 holder rows.
Quick read
ALPS ADVISORS INC leads the comparable SEC ownership view at 12%.
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.
Comparable ownership
Top 5
ALPS ADVISORS INC
12%
Invesco Ltd.
6.5%
Dylan Bramhall
0.03%
Oscar A. Alvarez
0.02%
Bradley C. Barron
0.02%
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 |
|---|---|---|---|---|---|
| ALPS ADVISORS INC |
13D/G
13F
Company
|
12%
|
$1,302,724,306
24,856,265 shares
|
+$40,187,222 | 31 Dec 2025 |
| Invesco Ltd. |
13D/G
13F
Company
|
6.5%
|
$575,464,758
8,857,392 shares
|
+$696,024 | 31 Mar 2026 |
| Dylan Bramhall |
3/4/5
CFO
|
0.03%
|
$2,354,573
42,609 shares
|
— | 05 Dec 2025 |
| Oscar A. Alvarez |
3/4/5
Director
|
0.02%
|
$1,345,686
25,676 shares
|
— | 02 Jan 2026 |
| Bradley C. Barron |
3/4/5
Director
|
0.02%
|
$1,291,382
24,640 shares
|
— | 02 Jan 2026 |
| David K. Skidmore |
3/4/5
Director
|
0.01%
|
$1,008,793
19,248 shares
|
— | 02 Jan 2026 |
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 Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
23,299
Rows available
2
| 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 Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
2
Q1 2026 holders
2
Holder diff
0
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend