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Disclosery

SUN SUNOCO LP/SUNOCO FIN CORP

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COM UT REP LP (common), issuer CIK 1552275

298 managers (303 13F filers) reported a position in SUN shares at 2026-06-30, 66,528,445 shares in all. 29 filers opened a position and 21 filers sold out during the quarter.

Managers
298
13F filers
303
New
29
Added
77
Reduced
84
Sold out
21
Shares held by filers
66,528,445

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

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
Clearstead Advisors, LLC3,736$252K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,733$252K<0.01%-2,38513F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD3,732$252K0.03%013F-HRTimeline
Stonebridge Financial Group, LLC/CA3,721$251K0.03%13F-HRTimeline
Summit Wealth Partners, LLC3,716$251K0.04%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,706$250K<0.01%013F-HRTimelineGroup
Tyche Wealth Partners LLC3,705$250K0.04%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,661$247K<0.01%+2113F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC3,654$247K0.04%013F-HRTimeline
First Trust Capital Management L.P.3,652$247K0.01%-20613F-HRTimeline
Clark Capital Management Group, Inc.3,619$244K<0.01%-1,88113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,606$243K<0.01%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP3,540$239K<0.01%013F-HRTimeline
DAVENPORT & Co LLC3,540$239K<0.01%013F-HRTimeline
Global Retirement Partners, LLC3,514$237K<0.01%13F-HRTimeline
Roundview Capital LLC3,513$237K0.01%new13F-HRTimeline
BARR E S & CO3,500$236K0.01%013F-HRTimeline
Foster Victor Wealth Advisors, LLC3,087$223K0.01%new13F-HRTimeline
XML Financial, LLC3,300$223K0.02%013F-HRTimeline
Legacy Wealth Advisors, LLC3,284$222K0.1%013F-HRTimeline
Cyndeo Wealth Partners, LLC3,171$214K0.01%013F-HRTimeline
Arrow Investment Advisors, LLC3,159$213K0.21%-4613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,140$212K0.02%013F-HRTimeline
State of Wyoming3,120$211K0.02%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,022$204K<0.01%new13F-HRTimelineGroup
HOURGLASS CAPITAL, LLC3,003$203K0.04%new13F-HR/ATimeline
Anchor Investment Management, LLC3,000$202K0.02%013F-HRTimeline
Fruth Investment Management3,000$202K0.05%new13F-HRTimeline
Quantum Private Wealth, LLC2,982$201K0.05%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,964$200K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…2,929$198K<0.01%+22213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,779$188K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,666$180K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC2,388$161K0.08%+6413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,198$148K<0.01%+1,00013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…2,000$135K0.03%013F-HRTimeline
Caitlin John, LLC1,943$131K0.07%-26613F-HRTimeline
Aventura Private Wealth, LLC1,909$129K0.04%013F-HRTimeline
Chung Wu Investment Group, LLC1,800$122K0.08%013F-HRTimeline
Front Row Advisors LLC1,350$99K0.03%013F-HRTimeline
Farther Finance Advisors, LLC1,415$95.5K<0.01%+413F-HRTimeline
Parkside Financial Bank & Trust1,311$88.5K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,200$81K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC1,200$81K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,196$80.7K<0.01%013F-HRTimeline
IFP Advisors, Inc1,101$74.3K<0.01%-64013F-HRTimeline
Quent Capital, LLC1,075$72.6K<0.01%013F-HRTimeline
Key Financial Inc1,036$69.9K0.01%+1413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,027$69.3K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC807$60K0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…838$56.6K<0.01%-12513F-HRTimelineGroup
Harbor Asset Planning, Inc.762$51.4K0.04%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC730$50.2K<0.01%-50,00013F-HRTimeline
Parallel Advisors, LLC710$47.9K<0.01%+913F-HRTimeline
PRIVATE TRUST CO NA650$43.9K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.626$42.3K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.602$40.6K0.02%013F-HRTimeline
CoreCap Advisors, LLC575$38.8K<0.01%013F-HRTimeline
CENTRAL TRUST Co560$37.8K<0.01%013F-HRTimeline
Triumph Capital Management500$33.8K0.01%013F-HRTimeline
CNB Bank500$33.8K0.01%013F-HRTimeline
Avalon Trust Co500$33.8K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.500$33.8K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC406$27.4K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC400$27K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC330$22.3K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.328$22.2K<0.01%-35013F-HRTimeline
Geneos Wealth Management Inc.288$19.4K<0.01%+4313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.281$19K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…257$17.3K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.248$16.7K<0.01%-2913F-HRTimeline
KERR FINANCIAL PLANNING Corp235$15.9K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC218$14.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC190$12.8K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton188$12.7K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC181$12.2K<0.01%013F-HRTimeline
Coastline Trust Co180$12.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ENTRUST FINANCIAL LLC166$11.2K0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH146$9.86K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC143$9.65K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC120$8.1K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…114$7.71K<0.01%013F-HRTimeline
Basepoint Wealth LLC110$7.42K<0.01%+213F-HRTimeline
Financial Network Wealth Advisors LLC100$6.75K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC93$6.28K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB80$5.4K<0.01%013F-HRTimeline
Hilltop National Bank80$5.4K<0.01%013F-HRTimeline
CVA Family Office, LLC79$5.33K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…76$5.13K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.65$4.39K<0.01%new13F-HRTimeline
Strategic Advocates LLC56$3.78K0.01%013F-HRTimeline
FIRST HORIZON CORP50$3.38K<0.01%-713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.40$2.7K<0.01%013F-HRTimeline
SWAN Capital LLC37$2.5K<0.01%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC22$1.49K<0.01%013F-HRTimeline
Markowski Investments11$709<0.01%13F-HRTimeline
Institute for Wealth Management, LLC.1$68<0.01%new13F-HRTimeline
MATHER GROUP, LLC.1$67<0.01%new13F-HRTimeline

Events

  • ALPS ADVISORS INC and 1 other reporting person reported 23,323,043 SUN shares, 11.39% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001398344-26-017993

    Accepted , ingested