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Disclosery

SUN SUNOCO LP/SUNOCO FIN CORP

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COM UT REP LP (common), issuer CIK 1552275

270 managers (272 13F filers) reported a position in SUN shares at 2025-09-30, 64,028,563 shares in all. 23 filers opened a position and 26 filers sold out during the quarter.

Managers
270
13F filers
272
New
23
Added
81
Reduced
79
Sold out
26
Shares held by filers
64,028,563

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Aventura Private Wealth, LLC1,909$95.5K0.04%013F-HRTimeline
Chung Wu Investment Group, LLC1,800$90K0.07%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,780$89K0.01%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,777$88.9K<0.01%-10713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,653$82.7K<0.01%+1,12313F-HRTimeline
Global Retirement Partners, LLC1,633$81.7K<0.01%013F-HRTimeline
CSS LLC/IL1,601$80.1K<0.01%new13F-HRTimeline
Front Row Advisors LLC1,350$67.5K0.02%013F-HRTimeline
Parkside Financial Bank & Trust1,313$65.7K0.01%-6613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,200$60K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC1,200$60K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,058$52.9K<0.01%013F-HRTimeline
IFP Advisors, Inc1,039$52K<0.01%-97513F-HR/ATimeline
Independence Bank of Kentucky1,022$51.1K0.01%013F-HRTimeline
Key Financial Inc990$50.1K0.01%+1713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…800$40K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC796$39.8K<0.01%new13F-HRTimelineGroup
Harbor Asset Planning, Inc.762$38.1K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…746$37.3K<0.01%013F-HRTimelineGroup
Quent Capital, LLC690$34.5K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC685$34.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC681$34.1K<0.01%+1013F-HRTimeline
PRIVATE TRUST CO NA650$32.5K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC641$32K<0.01%-68613F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.626$31.3K<0.01%new13F-HRTimeline
Root Financial Partners, LLC625$31.3K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.602$30.1K0.02%013F-HRTimeline
CoreCap Advisors, LLC575$28.8K<0.01%-213F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC574$28.7K0.01%013F-HRTimeline
CENTRAL TRUST Co560$28K<0.01%013F-HRTimeline
CNB Bank500$25K0.01%013F-HRTimeline
Avalon Trust Co500$25K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.500$25K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC411$21K<0.01%+1913F-HRTimelineGroup
Private Wealth Asset Management, LLC406$20.3K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC400$20K<0.01%-96013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK330$16.5K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC330$16.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.310$15.5K<0.01%+4413F-HRTimeline
Larson Financial Group LLC300$15K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.281$14.1K0.01%+2013F-HRTimeline
Blue Trust, Inc.272$13.6K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…257$12.9K<0.01%013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp235$12.7K0.02%13F-HR/ATimeline
Geneos Wealth Management Inc.237$11.8K<0.01%+413F-HRTimeline
Sunbelt Securities, Inc.231$11.6K<0.01%013F-HRTimeline
Arax Advisory Partners220$11K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC215$10.7K<0.01%+413F-HRTimeline
Rossby Financial, LCC200$10.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC190$9.5K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC181$9.05K<0.01%013F-HRTimeline
Coastline Trust Co180$9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOLFF WIESE MAGANA LLC176$8.8K<0.01%013F-HRTimeline
Pineridge Advisors LLC176$8.79K<0.01%+313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH146$7.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC143$7.15K<0.01%013F-HRTimeline
Stephens Consulting, LLC100$5K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC98$4.9K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC93$4.65K<0.01%013F-HRTimeline
UMB Bank, n.a.90$4.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rosenberg Matthew Hamilton87$4.35K<0.01%-1,74813F-HRTimeline
Wilmington Savings Fund Society, FSB80$4K<0.01%013F-HR/ATimeline
Hilltop National Bank80$4K<0.01%013F-HRTimeline
CVA Family Office, LLC79$3.95K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC58$2.92K<0.01%-85113F-HRTimeline
FIRST HORIZON CORP57$2.85K<0.01%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.40$2K<0.01%013F-HRTimeline
SWAN Capital LLC37$1.85K<0.01%-3713F-HRTimeline
Rudius Management LP33$1.65K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates33$1.65K<0.01%013F-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