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Disclosery

SUN SUNOCO LP/SUNOCO FIN CORP

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COM UT REP LP (common), issuer CIK 1552275

267 managers (269 13F filers) reported a position in SUN shares at 2024-12-31, 60,422,557 shares in all. 20 filers opened a position and 29 filers sold out during the quarter.

Managers
267
13F filers
269
New
20
Added
81
Reduced
77
Sold out
29
Shares held by filers
60,422,557

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Transce3nd, LLC1,750$90K0.03%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,707$87.8K<0.01%+6213F-HRTimelineGroup
Global Retirement Partners, LLC1,633$84K<0.01%+78813F-HRTimeline
Caitlin John, LLC1,488$76.6K0.05%+10313F-HRTimeline
Clearstead Advisors, LLC1,467$75.5K<0.01%013F-HRTimeline
Front Row Advisors LLC1,350$69.4K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,200$67.6K<0.01%013F-HRTimelineGroup
Estabrook Capital Management1,250$64.3K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,245$64K<0.01%+18213F-HRTimeline
HHM Wealth Advisors, LLC1,200$61.7K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,094$56.3K0.01%013F-HRTimeline
Independence Bank of Kentucky1,022$52.6K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…971$50K<0.01%+76113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC960$49K<0.01%013F-HRTimelineGroup
Key Financial Inc943$48.5K0.01%+1613F-HRTimeline
CoreCap Advisors, LLC925$47.6K<0.01%-40,90113F-HRTimeline
Compass Wealth Management LLC800$41.2K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…800$41.2K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…796$40.9K<0.01%-71713F-HRTimelineGroup
Parkside Financial Bank & Trust704$36.2K<0.01%-8013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.700$36K0.02%13F-HRTimeline
Quent Capital, LLC690$35.5K<0.01%-34113F-HRTimeline
Parallel Advisors, LLC652$33.6K<0.01%+913F-HRTimeline
PRIVATE TRUST CO NA650$33.4K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.602$31K0.02%13F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC574$29.5K0.01%013F-HRTimeline
CENTRAL TRUST Co560$28.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.530$27.3K<0.01%-20313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC504$25.9K<0.01%-19413F-HRTimelineGroup
Avior Wealth Management, LLC500$25.7K<0.01%013F-HRTimeline
CNB Bank500$25.7K0.01%013F-HRTimeline
Avalon Trust Co500$25.7K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.500$25.7K0.01%013F-HRTimeline
Park Square Financial Group, LLC380$19.5K0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC330$17K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC280$14K<0.01%+27913F-HRTimelineGroup
First Horizon Advisors, Inc.262$13.5K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.261$13.4K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…257$13.2K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.231$11.8K<0.01%-85013F-HRTimeline
Geneos Wealth Management Inc.226$11.6K<0.01%+413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC205$10.5K<0.01%+413F-HRTimeline
Coastline Trust Co180$9.26K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pineridge Advisors LLC168$8.62K<0.01%+313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH146$7.51K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC143$7.36K<0.01%013F-HRTimeline
Sachetta, LLC135$6.95K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC100$5.14K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…100$5.14K<0.01%-813F-HRTimelineGroup
High Note Wealth, LLC100$5.14K<0.01%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC100$5.14K<0.01%new13F-HRTimeline
Eagle Bay Advisors LLC94$4.83K<0.01%-3413F-HRTimeline
Cedar Mountain Advisors, LLC93$4.78K<0.01%013F-HRTimeline
UMB Bank, n.a.90$4.63K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hilltop National Bank80$4.12K<0.01%013F-HRTimeline
CVA Family Office, LLC79$4.06K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC67$3.45K<0.01%013F-HRTimeline
CoreFirst Bank & Trust45$2.31K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.40$2.06K<0.01%013F-HRTimeline
Rudius Management LP33$1.7K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates33$1.7K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC33$1.68K<0.01%new13F-HRTimeline
ORG Partners LLC24$1.23K<0.01%-13613F-HRTimeline
Financial Network Wealth Advisors LLC23$1.18K<0.01%-18113F-HRTimeline
Sandy Spring Bank11$547<0.01%+113F-HRTimeline
Hexagon Capital Partners LLC9$463<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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