Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 63.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 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 |
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
10,007
shares
|
$546,081
0.02% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
10,000
shares
|
$545,700
0.02% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,731
shares
|
$531,020
0.05% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
9,640
shares
|
$526,054
0.01% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
9,529
shares
|
$519,997
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Kayne Anderson Capital Advisors LP
|
May 05, 2025 Q1 2025 |
9,431
shares
|
$514,649
0.01% of portfolio
|
Q3 2024
Reduced 51.69%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
9,267
shares
|
$505,700
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
9,210
shares
|
$502,589
0.18% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
9,094
shares
|
$496,259
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
9,000
shares
|
$491,130
0.25% of portfolio
|
Q3 2022
Reduced 12.62%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
9,000
shares
|
$491,130
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
8,404
shares
|
$458,606
0.0% of portfolio
|
Q4 2024
Reduced 39.92%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
8,210
shares
|
$448,019
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
8,148
shares
|
$444,636
0.02% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
8,000
shares
|
$436,560
0.06% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7,987
shares
|
$435,850
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
7,777
shares
|
$424,390
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,741
shares
|
$422,426
0.01% of portfolio
|
Q2 2024
Added 6.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
7,741
shares
|
$422,426
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
7,616
shares
|
$415,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
7,595
shares
|
$414,459
0.01% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
7,479
shares
|
$408,129
0.1% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
7,365
shares
|
$401,908
0.01% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
7,224
shares
|
$394,213
0.01% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
7,204
shares
|
$393,122
0.06% of portfolio
|
Q1 2025
Reduced 4.67%
|