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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
671
shares
|
$35,609
0.0% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
650
shares
|
$34,495
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
602
shares
|
$31,948
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
577
shares
|
$30,621
0.0% of portfolio
|
Q1 2025
Reduced 37.62%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
574
shares
|
$30,462
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
560
shares
|
$29,719
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
530
shares
|
$28,127
0.0% of portfolio
|
Q4 2024
Reduced 27.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
504
shares
|
$26,747
0.0% of portfolio
|
Q4 2024
Reduced 27.79%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
500
shares
|
$26,535
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$26,535
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
500
shares
|
$26,535
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
500
shares
|
$26,535
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
450
shares
|
$23,881
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
406
shares
|
$21,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
380
shares
|
$20,166
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
378
shares
|
$20,060
0.0% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
376
shares
|
$19,954
0.01% of portfolio
|
Q1 2025
Reduced 78.51%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
330
shares
|
$17,513
0.0% of portfolio
|
Q1 2025
Reduced 81.49%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
330
shares
|
$17,513
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
330
shares
|
$17,513
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
282
shares
|
$14,965
0.0% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
280
shares
|
$14,859
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
266
shares
|
$14,116
0.0% of portfolio
|
Q2 2025
Added 166.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
261
shares
|
$13,851
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
257
shares
|
$13,638
0.0% of portfolio
|
Q2 2024
New holding
|