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Disclosery

SUN SUNOCO LP/SUNOCO FIN CORP

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COM UT REP LP (common), issuer CIK 1552275

297 managers (302 13F filers) reported a position in SUN shares at 2026-06-30, 66,526,952 shares in all. 30 filers opened a position and 20 filers sold out during the quarter.

Managers
297
13F filers
302
New
30
Added
77
Reduced
84
Sold out
20
Shares held by filers
66,526,952

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALPS ADVISORS INC24,435,476$1.65B7.73%-235,91513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.8,848,627$597M0.05%-8,76513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,742,514$388M0.04%+213,87113F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,011,045$203M0.24%-215,28913F-HRTimelineGroup
FMR LLCin group FMR LLC2,587,682$175M0.01%-1,049,33213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,559,034$173M0.01%+1,447,20813F-HRTimelineGroup
Energy Income Partners, LLC1,768,784$119M1.88%-132,46713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,634,270$112M0.01%+129,58013F-HRTimelineGroup
Recurrent Investment Advisors LLC1,149,434$77.6M4.82%+121,55713F-HRTimeline
UBS Group AGgroup of 2 filers holding1,059,558$71.5M+99,719Timeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC995,794$67.2M5.25%+22,85913F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY974,109$65.8M1.74%+157,87613F-HRTimeline
Blackstone Inc.in group Blackstone Inc.854,595$57.7M0.19%-39,76313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
TORTOISE CAPITAL ADVISORS, L.L.C.778,973$52.6M0.53%-36,52513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC692,085$46.7M0.01%-102,50513F-HRTimelineGroup
Fractal Investments LLC682,002$46M5.31%+65,46013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC579,385$39.1M0.03%+2,93813F-HRTimelineGroup
BOWEN HANES & CO INC600,000$39M0.95%013F-HRTimeline
Adams Asset Advisors, LLC565,822$38.2M4.33%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC377,488$25.5M0.01%-6,36513F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE369,073$24.9M0.03%+40,75813F-HRTimelineGroup
ING GROEP NV267,000$18M0.09%+103,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/237,704$16M<0.01%+33,09513F-HRTimelineGroup
COOPERMAN LEON G225,994$15.3M0.43%-1,394,00613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA205,519$13.9M<0.01%+15,04513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN204,739$13.8M<0.01%-18,52013F-HRTimelineGroup
CHICKASAW CAPITAL MANAGEMENT LLC192,465$13M0.47%-10,62813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC187,155$12.6M0.01%-51,41413F-HRTimelineGroup
HRT FINANCIAL LP182,411$12.3M0.02%+110,46113F-HRTimeline
LPL Financial LLC175,491$11.8M<0.01%-1,71913F-HRTimeline
Kercheville Advisors, LLC159,086$10.7M3.27%+5,00113F-HRTimeline
Sanctuary Advisors, LLC155,101$10.5M0.05%+38813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS154,870$10.5M0.01%+39,14113F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.148,090$10M0.01%+6,64713F-HRTimelineGroup
HUB Investment Partners, LLC145,379$9.81M0.18%+1,00913F-HRTimeline
Beacon Pointe Advisors, LLC136,702$9.23M0.04%-1,81713F-HRTimeline
Texas Yale Capital Corp.134,896$9.11M0.2%+1,75013F-HRTimeline
Waverly Advisors, LLC133,448$9.01M0.05%+1,39013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding106,555$7.19M-51,675Timeline
EXCHANGE TRADED CONCEPTS, LLC106,281$7.17M0.04%-14,31713F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC86,000$5.8M0.28%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC82,908$5.6M<0.01%+9,23613F-HRTimelineGroup
Summit Financial, LLC76,531$5.17M0.06%-5,00013F-HRTimeline
Waldron Private Wealth LLC71,000$4.79M0.17%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,593$4.23M<0.01%+2,22313F-HRTimelineGroup
Cetera Investment Advisers62,112$4.19M<0.01%-44813F-HRTimeline
J.W. COLE ADVISORS, INC.59,126$3.99M0.07%-1,35713F-HRTimeline
Advisors Asset Management, Inc.58,376$3.94M0.06%+2,30113F-HRTimeline
KAYNE ANDERSON CAPITAL ADVISORS LP57,396$3.87M0.08%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…56,800$3.83M0.58%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding52,736$3.56M-9,622Timeline
Mariner, LLCin group Mariner, LLC52,636$3.55M<0.01%+84613F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.51,254$3.46M0.07%new13F-HRTimelineGroup
Gilman Hill Asset Management, LLC50,349$3.4M0.46%+1,79013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK49,798$3.36M0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC47,416$3.2M0.01%+27613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS45,344$3.06M<0.01%+98413F-HRTimeline
Sovereign Investment Advisors, LLC43,522$2.94M0.55%013F-HRTimeline
Crescent Grove Advisors, LLC41,884$2.83M0.24%+15,01513F-HRTimeline
Barnett & Company, Inc.37,883$2.56M1.89%-1,70013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP37,191$2.51M<0.01%-3,31213F-HRTimelineGroup
PARK CIRCLE Co36,350$2.45M2.16%013F-HRTimeline
Linscomb Wealth, Inc.35,058$2.37M0.1%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,097$2.17M<0.01%+44613F-HRTimeline
NewEdge Advisors, LLC31,305$2.11M0.01%+20,31913F-HRTimeline
MidFirst Bank30,500$2.06M0.15%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC30,496$2.06M0.02%-3,83913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,669$2M<0.01%-98313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,856$1.95M<0.01%-11413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA28,680$1.94M0.01%-6,32013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,628$1.93M<0.01%+12713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC27,888$1.88M<0.01%+19,66513F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI27,200$1.84M0.01%013F-HRTimelineGroup
Empirical Asset Management, LLC27,084$1.83M0.41%-93613F-HRTimeline
HighTower Advisors, LLC26,912$1.82M<0.01%+5,88813F-HRTimeline
ELCO Management Co., LLC26,587$1.79M0.77%-50713F-HRTimeline
Cambridge Investment Research Advisors,…25,877$1.75M<0.01%-36113F-HR/ATimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP25,709$1.74M<0.01%-27,51513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC25,204$1.7M<0.01%-9,40613F-HRTimelineGroup
Bison Wealth, LLC23,859$1.61M0.15%+20,60913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding23,365$1.58M0Timeline
DIVIDEND ASSETS CAPITAL, LLC23,098$1.56M0.3%+1,68613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,138$1.49M0.02%-9313F-HRTimelineGroup
Private Advisor Group, LLC22,114$1.49M0.01%+95013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth22,024$1.49M<0.01%+5,21113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,633$1.46M<0.01%new13F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.21,580$1.46M0.82%-30013F-HRTimeline
IHT Wealth Management, LLC20,271$1.37M0.03%+9,09413F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC20,000$1.35M0.48%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,030$1.31M<0.01%+4,98013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC18,971$1.28M0.04%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\18,884$1.27M<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.17,144$1.16M<0.01%+413F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding16,670$1.13M+1,488Timeline
Focus Financial Network, Inc.16,594$1.12M0.03%-28113F-HRTimeline
Arax Advisory Partners16,129$1.09M0.01%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC15,900$1.07M0.01%new13F-HRTimelineGroup
Austin Wealth Management, LLC13,934$1.03M0.22%new13F-HRTimeline
Creative Planningin group Creative Planning15,270$1.03M<0.01%-21,06413F-HRTimelineGroup
Quad-Cities Investment Group, LLC15,230$1.03M0.37%+1,03513F-HRTimeline
MCDONALD PARTNERS LLC15,100$1.02M0.25%013F-HRTimeline
MGO ONE SEVEN LLC15,068$1.02M0.02%+40413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,043$1.02M<0.01%-2513F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC14,450$975K0.03%013F-HRTimeline
Janney Montgomery Scott LLC14,002$945K<0.01%+1,54013F-HRTimeline
IFG Advisory, LLC13,846$935K0.03%+5,68613F-HRTimeline
Caprock Group, LLC13,001$878K0.02%-27513F-HRTimeline
Sigma Planning Corp12,233$826K0.02%-66013F-HRTimeline
BOKF, NAin group BOKF, NA12,183$822K0.01%013F-HRTimelineGroup
Pallas Capital Advisors LLC12,116$818K0.03%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,014$811K<0.01%-1,09213F-HRTimelineGroup
M.E. ALLISON & CO., INC.11,745$793K0.46%013F-HRTimeline
EP Wealth Advisors, LLC11,540$779K<0.01%+5,35413F-HRTimeline
Quantinno Capital Management LP11,406$770K<0.01%+1,91513F-HRTimeline
Larson Financial Group LLC11,178$755K0.02%+26713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,976$744K0.04%-9313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,599$715K<0.01%-6,30013F-HRTimelineGroup
Oxbow Advisors, LLC10,595$715K0.06%-48013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,722$713K<0.01%+81013F-HRTimelineGroup
Moors & Cabot, Inc.10,301$695K0.03%-1,26713F-HRTimeline
Tradition Wealth Management, LLC10,071$680K0.04%+5213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA9,860$666K0.04%013F-HRTimeline
GWN SECURITIES INC.9,821$663K0.11%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,686$654K<0.01%+3,97913F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.9,441$647K0.04%-27813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,470$639K0.01%+6313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC9,199$621K<0.01%-68013F-HRTimelineGroup
DAVIDSON TRUST CO9,000$608K0.24%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,620$582K0.05%013F-HRTimelineGroup
PSI Advisors, LLC8,535$576K0.13%-26613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,500$574K0.11%013F-HRTimeline
Midwest Trust Co8,482$573K0.01%013F-HRTimeline
SG Americas Securities, LLC8,447$570K<0.01%new13F-HRTimeline
SFMG, LLC8,300$560K0.03%013F-HRTimeline
Cohen Capital Management, Inc.8,210$554K0.08%013F-HRTimeline
Kingsview Wealth Management, LLC8,004$540K0.01%-9,06713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,887$532K<0.01%-2,13913F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC7,810$527K0.02%-5513F-HRTimeline
United Advisor Group, LLC7,723$521K0.06%-37013F-HRTimeline
&PARTNERS7,616$514K<0.01%-1,98113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,589$512K<0.01%-30613F-HRTimelineGroup
MAI Capital Management7,584$512K<0.01%+2,08913F-HRTimeline
Avidian Wealth Enterprises, LLC7,490$506K0.01%+57413F-HRTimeline
Baker Avenue Asset Management, LP7,448$503K0.01%-76313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,230$488K0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,202$486K<0.01%new13F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,170$484K<0.01%-2513F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC7,038$475K0.04%013F-HRTimeline
Curi Capital, LLC6,986$472K0.01%013F-HRTimeline
WealthPLAN Partners, LLC6,883$465K0.09%+513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,473$437K<0.01%+7613F-HRTimelineGroup
Ulland Investment Advisors, LLC6,450$435K0.32%+1,45013F-HRTimeline
Avid Wealth Partners LLC6,398$432K0.21%013F-HRTimeline
WEDBUSH SECURITIES INC6,110$412K0.01%+16613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,015$406K<0.01%-1,12513F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,007$405K0.01%-3,09513F-HRTimelineGroup
SITTNER & NELSON, LLC6,000$405K0.13%013F-HRTimeline
Abel Hall, LLC6,000$405K0.07%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD6,000$405K0.08%13F-HRTimeline
PFG Investments, LLC5,951$402K0.02%+23713F-HRTimeline
DRW Securities, LLC5,876$397K0.02%new13F-HRTimeline
DIVERSIFIED TRUST CO5,827$393K0.01%013F-HRTimeline
Zinnia Wealth Advisory, LLC5,771$390K0.4%-26813F-HRTimeline
Patriot Financial Group Insurance Agenc…5,771$390K0.04%-5,68713F-HRTimeline
Corps Capital Advisors, LLC5,725$386K0.31%013F-HRTimeline
CSS LLC/IL5,654$382K0.02%-50013F-HRTimeline
Independent Advisor Alliance5,640$381K0.01%-1,20013F-HRTimeline
World Investment Advisors5,782$377K0.01%-3,81813F-HRTimeline
Cornerstone Planning Group LLC4,816$366K0.05%-5113F-HRTimeline
Arkadios Wealth Advisors5,340$360K0.01%+12413F-HRTimeline
Carnegie Investment Counsel5,263$355K0.01%-113F-HRTimeline
Genesee Capital Advisors, LLC4,958$335K0.11%013F-HRTimeline
Garrett Wealth Advisory Group, LLC4,933$333K0.05%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,927$333K<0.01%013F-HRTimeline
Willis Investment Counsel4,883$330K0.02%013F-HRTimeline
Allworth Financial LP4,871$329K<0.01%-27113F-HRTimeline
Crumly & Associates Inc.4,711$318K0.06%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP4,693$317K<0.01%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC4,679$316K0.15%013F-HRTimeline
Regal Investment Advisors LLC4,611$311K0.02%-26013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,558$308K0.01%-2,45013F-HRTimeline
Lee Financial Co4,530$306K0.04%013F-HRTimeline
CWA Asset Management Group, LLC4,528$306K0.01%-39013F-HRTimeline
Mutual Advisors, LLC4,420$298K0.01%-1913F-HRTimeline
Liberty Capital Management, Inc.4,384$296K0.05%13F-HRTimeline
Founders Financial Alliance, LLC4,378$296K0.04%+513F-HRTimeline
NFSG Corp4,308$291K0.04%+4513F-HRTimeline
Quadrant Private Wealth Management, LLC4,259$287K0.06%+313F-HRTimeline
D.A. DAVIDSON & CO.4,248$287K<0.01%-10013F-HRTimeline
Whitener Capital Management, Inc.4,172$282K0.06%-13513F-HRTimeline
Ethos Financial Group, LLC4,142$280K0.02%013F-HRTimeline
WEALTH ALLIANCE, LLC4,008$271K0.02%-1,48913F-HRTimeline
CAPITAL ADVISORS INC/OK3,932$265K<0.01%013F-HRTimeline
IMC-Chicago, LLC3,913$264K<0.01%-7,33013F-HRTimeline
HighPoint Advisor Group LLC3,905$264K0.01%013F-HRTimeline
Atria Investments, Inc3,873$261K<0.01%new13F-HRTimeline
MONECO ADVISORS, LLC3,805$257K0.02%+3513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,800$256K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,775$255K<0.01%+1113F-HRTimeline
Inscription Capital, LLC3,740$252K0.02%013F-HRTimeline