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 |
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
180
shares
|
$9,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
176
shares
|
$9,206
0.01% of portfolio
|
Q2 2025
Added 162.69%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
170
shares
|
$8,892
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
148
shares
|
$7,741
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
146
shares
|
$7,637
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
143
shares
|
$7,480
0.0% of portfolio
|
Q4 2023
Added 186.0%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
120
shares
|
$6,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
103
shares
|
$5,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
100
shares
|
$5,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
98
shares
|
$5,126
0.01% of portfolio
|
Q1 2025
Added 326.09%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
93
shares
|
$4,864
0.0% of portfolio
|
Q2 2024
Added 75.47%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
90
shares
|
$4,707
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
80
shares
|
$4,184
0.0% of portfolio
|
Q2 2025
Reduced 97.4%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
80
shares
|
$4,184
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
79
shares
|
$4,132
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
57
shares
|
$2,981
0.0% of portfolio
|
Q2 2025
Reduced 79.79%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
40
shares
|
$2,092
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rudius Management LP
New York, NY |
May 14, 2025 Q1 2025 |
33
shares
|
$1,726
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
33
shares
|
$1,726
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
11
shares
|
$575
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
11
shares
|
$575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
9
shares
|
$470
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2
shares
|
$104
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|