Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 310 institutions that hold shares in the stock, with a total of 61.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
504
shares
|
$26,364
0.0% of portfolio
|
Q4 2024
Reduced 27.79%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
500
shares
|
$26,155
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
500
shares
|
$26,155
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
500
shares
|
$26,155
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$26,155
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
450
shares
|
$23,539
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
406
shares
|
$21,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
392
shares
|
$20,505
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
380
shares
|
$19,877
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
376
shares
|
$19,668
0.01% of portfolio
|
Q1 2025
Reduced 78.51%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
330
shares
|
$17,262
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
330
shares
|
$17,262
0.0% of portfolio
|
Q1 2025
Reduced 81.49%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
330
shares
|
$17,262
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
280
shares
|
$14,646
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
266
shares
|
$13,914
0.0% of portfolio
|
Q2 2025
Added 166.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
261
shares
|
$13,652
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
257
shares
|
$13,443
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
231
shares
|
$12,083
0.0% of portfolio
|
Q4 2024
Reduced 78.63%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
229
shares
|
$11,978
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
211
shares
|
$11,037
0.0% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
200
shares
|
$10,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
200
shares
|
$10,462
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
190
shares
|
$9,938
0.0% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
186
shares
|
$9,729
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
181
shares
|
$9,468
0.0% of portfolio
|
Q1 2025
New holding
|