Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 311 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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,452
shares
|
$391,230
0.01% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
7,383
shares
|
$387,607
0.0% of portfolio
|
Q3 2025
Added 23.23%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
7,226
shares
|
$379,365
0.06% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,080
shares
|
$371,700
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
7,038
shares
|
$369,495
0.04% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,901
shares
|
$362,302
0.0% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
6,809
shares
|
$357,472
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
6,796
shares
|
$356,790
0.14% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,697
shares
|
$351,592
0.0% of portfolio
|
Q3 2025
Added 43.56%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,432
shares
|
$337,680
0.0% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
6,398
shares
|
$335,895
0.16% of portfolio
|
Q2 2025
Reduced 59.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,218
shares
|
$326,445
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
6,200
shares
|
$325,500
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
6,161
shares
|
$323,452
0.01% of portfolio
|
Q3 2025
Added 50.75%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
6,143
shares
|
$322,507
0.0% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
6,000
shares
|
$315,000
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
5,872
shares
|
$308,280
0.01% of portfolio
|
Q3 2025
Reduced 19.1%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
5,762
shares
|
$302,505
0.02% of portfolio
|
Q3 2025
Reduced 16.29%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,717
shares
|
$300,142
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
5,686
shares
|
$298,515
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,680
shares
|
$298,200
0.21% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
5,668
shares
|
$297,570
0.07% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
5,635
shares
|
$295,837
0.04% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,595
shares
|
$293,737
0.01% of portfolio
|
Q3 2025
Reduced 59.32%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
5,584
shares
|
$293,160
0.01% of portfolio
|
Q2 2025
Added 23.16%
|
|