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 63.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
500
shares
|
$26,250
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
500
shares
|
$26,250
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$26,250
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
500
shares
|
$26,250
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
450
shares
|
$23,625
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
411
shares
|
$21,577
0.0% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
406
shares
|
$21,315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
400
shares
|
$21,000
0.0% of portfolio
|
Q3 2025
Reduced 70.59%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
330
shares
|
$17,325
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
330
shares
|
$17,325
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
330
shares
|
$17,325
0.0% of portfolio
|
Q1 2025
Reduced 81.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
310
shares
|
$16,275
0.0% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
300
shares
|
$15,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
281
shares
|
$14,752
0.01% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
280
shares
|
$14,700
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
272
shares
|
$14,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
257
shares
|
$13,492
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
237
shares
|
$12,442
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
235
shares
|
$12,337
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
231
shares
|
$12,127
0.0% of portfolio
|
Q4 2024
Reduced 78.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
220
shares
|
$11,550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
215
shares
|
$11,287
0.0% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
200
shares
|
$10,500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
190
shares
|
$9,975
0.0% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
186
shares
|
$9,765
0.0% of portfolio
|
Q4 2020
New holding
|
|