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Disclosery

SUN SUNOCO LP/SUNOCO FIN CORP

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COM UT REP LP (common), issuer CIK 1552275

288 managers (291 13F filers) reported a position in SUN shares at 2025-03-31, 61,421,384 shares in all. 44 filers opened a position and 22 filers sold out during the quarter.

Managers
288
13F filers
291
New
44
Added
87
Reduced
72
Sold out
22
Shares held by filers
61,421,384

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,528$205K<0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC3,513$204K0.02%-44813F-HR/ATimeline
Alpha Cubed Investments, LLC3,512$204K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,510$204K0.01%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,500$203K0.04%new13F-HRTimeline
McIlrath & Eck, LLC3,429$199K0.02%new13F-HRTimeline
Wilmington Savings Fund Society, FSB3,080$179K<0.01%013F-HRTimeline
Anchor Investment Management, LLC3,000$174K0.02%013F-HRTimeline
Clearstead Advisors, LLC2,867$166K<0.01%+1,40013F-HRTimeline
IFP Advisors, Inc2,865$166K0.01%+41913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,666$155K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,177$128K<0.01%+34413F-HRTimeline
NewEdge Advisors, LLC2,173$126K<0.01%+313F-HRTimeline
Icon Wealth Advisors, LLC2,049$119K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,040$118K<0.01%+1,06913F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…2,000$116K0.04%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,955$114K<0.01%+24813F-HRTimelineGroup
Aventura Private Wealth, LLC1,909$111K0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,884$109K0.01%013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV1,780$103K0.01%-20013F-HRTimeline
Front Row Advisors LLC1,350$78.4K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,251$72.6K<0.01%-464,76813F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC1,244$72.2K0.01%+15013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,200$69.7K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC1,200$69.7K0.01%013F-HRTimeline
GROUP ONE TRADING LLC1,142$66.3K<0.01%-58,21013F-HRTimeline
AMERIFLEX GROUP, INC.1,078$62.6K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,068$62K<0.01%-11,73713F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,058$61.4K<0.01%-18713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,036$60.1K<0.01%+93613F-HRTimelineGroup
Independence Bank of Kentucky1,022$59.3K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC960$56K<0.01%013F-HRTimelineGroup
Key Financial Inc957$55.6K0.01%+1413F-HRTimeline
Allworth Financial LP925$54.4K<0.01%-79813F-HRTimeline
Compass Wealth Management LLC800$46.4K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…800$46.4K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…746$43.3K<0.01%-5013F-HRTimelineGroup
Parkside Financial Bank & Trust704$40.9K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.700$40.6K0.02%013F-HRTimeline
Quent Capital, LLC690$40.1K<0.01%013F-HRTimeline
Parallel Advisors, LLC662$38.4K<0.01%+1013F-HRTimeline
PRIVATE TRUST CO NA650$37.7K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.602$35K0.02%013F-HRTimeline
CoreCap Advisors, LLC577$33.5K<0.01%-34813F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC574$33.3K0.01%013F-HRTimeline
CENTRAL TRUST Co560$32.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.530$30.8K<0.01%013F-HRTimeline
CNB Bank500$29K0.01%013F-HRTimeline
Avalon Trust Co500$29K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.500$29K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC504$25.9K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC406$23.6K<0.01%13F-HRTimeline
Park Square Financial Group, LLC380$22.1K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC378$22K<0.01%+9813F-HRTimelineGroup
Transce3nd, LLC376$21.8K0.01%-1,37413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK330$19.2K<0.01%-1,45313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC330$19.2K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.282$16.4K<0.01%+2013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.261$15.2K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…257$14.9K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.231$13.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.229$13.3K<0.01%+313F-HRTimeline
Rossby Financial, LCC200$11.8K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC205$10.5K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC181$10.5K<0.01%new13F-HRTimeline
Coastline Trust Co180$10.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pineridge Advisors LLC170$9.88K<0.01%+213F-HRTimeline
Garde Capital, Inc.148$8.59K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH146$8.48K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC143$8.3K<0.01%013F-HRTimeline
Sachetta, LLC135$7.84K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC120$6.97K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/103$5.96K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC100$5.81K<0.01%013F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC100$5.81K<0.01%013F-HRTimeline
Stephens Consulting, LLC100$5.81K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC98$5.69K0.01%+7513F-HRTimeline
Cedar Mountain Advisors, LLC93$5.4K<0.01%013F-HRTimeline
UMB Bank, n.a.90$5.22K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LANARK FINANCIAL, INC.100$5K<0.01%new13F-HRTimeline
CVA Family Office, LLC79$4.59K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC67$3.89K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.40$2.32K<0.01%013F-HRTimeline
Rudius Management LP33$1.92K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates33$1.92K<0.01%013F-HRTimeline
Sandy Spring Bank11$627<0.01%013F-HRTimeline
Hexagon Capital Partners LLC9$523<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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