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Disclosery

SUN SUNOCO LP/SUNOCO FIN CORP

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COM UT REP LP (common), issuer CIK 1552275

276 managers (280 13F filers) reported a position in SUN shares at 2025-06-30, 63,434,093 shares in all. 23 filers opened a position and 34 filers sold out during the quarter.

Managers
276
13F filers
280
New
23
Added
100
Reduced
64
Sold out
34
Shares held by filers
63,434,093

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Talon Private Wealth, LLC2,050$110K0.02%new13F-HRTimeline
IFP Advisors, Inc2,014$108K<0.01%-85113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,000$107K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,955$105K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC1,909$102K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,884$101K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton1,835$98.3K0.02%new13F-HRTimeline
Chung Wu Investment Group, LLC1,800$96.5K0.1%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,780$95K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,633$87.5K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust1,379$73.9K0.01%+67513F-HRTimeline
Front Row Advisors LLC1,350$72.3K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,360$72K<0.01%+40013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,327$71.1K<0.01%+82313F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,200$64.3K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC1,200$64.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,078$57.4K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,058$56.7K<0.01%013F-HRTimeline
Independence Bank of Kentucky1,022$54.8K0.01%013F-HRTimeline
Key Financial Inc973$52.1K0.01%+1613F-HRTimeline
Cornerstone Planning Group LLC909$48.6K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…800$42.9K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.762$40.8K0.04%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…746$40K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC685$36.7K<0.01%-55913F-HRTimeline
Parallel Advisors, LLC671$36K<0.01%+913F-HRTimeline
PRIVATE TRUST CO NA650$34.8K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.602$32.3K0.02%013F-HRTimeline
CoreCap Advisors, LLC577$30.9K<0.01%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC574$30.8K0.01%013F-HRTimeline
CENTRAL TRUST Co560$30K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.530$28.4K<0.01%013F-HRTimeline
CNB Bank500$26.8K0.01%013F-HRTimeline
Avalon Trust Co500$26.8K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.500$26.8K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC406$21.8K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.400$21.4K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC392$21K<0.01%+1413F-HRTimelineGroup
Park Square Financial Group, LLC380$20.4K0.01%013F-HRTimeline
Transce3nd, LLC376$20.1K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK330$17.7K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC330$17.7K<0.01%013F-HRTimeline
Larson Financial Group LLC300$16.1K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.266$14K<0.01%+16613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.261$14K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…257$13.8K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.233$12.5K<0.01%+413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…227$12.2K<0.01%-80913F-HRTimelineGroup
Sunbelt Securities, Inc.231$11.9K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC211$11.3K<0.01%+613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$10.7K<0.01%new13F-HRTimeline
Rossby Financial, LCC200$10.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC190$10.2K<0.01%+9013F-HRTimelineGroup
N.E.W. Advisory Services LLC181$9.7K<0.01%013F-HRTimeline
Coastline Trust Co180$9.65K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOLFF WIESE MAGANA LLC176$9.43K0.01%+10913F-HRTimeline
Pineridge Advisors LLC173$9.26K<0.01%+313F-HRTimeline
Garde Capital, Inc.148$7.93K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH146$7.82K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC143$7.66K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/103$5.52K<0.01%013F-HR/ATimelineGroup
Stephens Consulting, LLC100$5.36K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC98$5.25K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC93$4.98K<0.01%013F-HRTimeline
UMB Bank, n.a.90$4.82K<0.01%013F-HR/ATimeline
Wilmington Savings Fund Society, FSB80$4.29K<0.01%-3,00013F-HRTimeline
Hilltop National Bank80$4.29K<0.01%13F-HRTimeline
CVA Family Office, LLC79$4.23K<0.01%013F-HRTimeline
SWAN Capital LLC74$3.97K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.57$3.06K<0.01%-22513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.40$2.14K<0.01%013F-HRTimeline
Rudius Management LP33$1.77K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates33$1.77K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC22$1.17K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp11$588<0.01%new13F-HRTimelineGroup
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