Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 62 Million shares, which have been reported (via 13F filing form) to have a value of $3.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,000
shares
|
$106,140
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,955
shares
|
$103,751
0.0% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,884
shares
|
$99,983
0.01% of portfolio
|
Q2 2024
Added 18.94%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
1,780
shares
|
$94,464
0.01% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,633
shares
|
$86,663
0.0% of portfolio
|
Q4 2024
Added 93.25%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,350
shares
|
$71,644
0.03% of portfolio
|
Q2 2024
Added 80.0%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,251
shares
|
$66,390
0.0% of portfolio
|
Q1 2025
Reduced 99.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,244
shares
|
$66,019
0.01% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,200
shares
|
$63,684
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,200
shares
|
$63,684
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
1,142
shares
|
$60,605
0.0% of portfolio
|
Q1 2025
Reduced 98.08%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,078
shares
|
$57,209
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
1,068
shares
|
$56,678
0.0% of portfolio
|
Q1 2025
Reduced 91.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,058
shares
|
$56,148
0.0% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,036
shares
|
$54,980
0.0% of portfolio
|
Q1 2025
Added 936.0%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,022
shares
|
$54,237
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
960
shares
|
$50,947
0.0% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
957
shares
|
$50,787
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
925
shares
|
$49,089
0.0% of portfolio
|
Q1 2025
Reduced 46.31%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
800
shares
|
$42,456
0.01% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
800
shares
|
$42,456
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
746
shares
|
$39,590
0.0% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
704
shares
|
$37,361
0.01% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
700
shares
|
$37,149
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
690
shares
|
$36,618
0.0% of portfolio
|
Q4 2024
Reduced 33.07%
|