Skip to content
Disclosery

SUN SUNOCO LP/SUNOCO FIN CORP

Follow

COM UT REP LP (common), issuer CIK 1552275

290 managers (295 13F filers) reported a position in SUN shares at 2026-03-31, 67,264,929 shares in all. 43 filers opened a position and 17 filers sold out during the quarter.

Managers
290
13F filers
295
New
43
Added
89
Reduced
78
Sold out
17
Shares held by filers
67,264,929

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Tyche Wealth Partners LLC3,705$241K0.04%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,696$240K0.25%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC3,654$237K0.04%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,640$237K<0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC3,556$231K0.02%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,540$230K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC3,540$230K<0.01%new13F-HRTimeline
Bison Wealth, LLC3,250$227K0.02%new13F-HRTimeline
Gateway Wealth Partners, LLC3,500$227K0.01%new13F-HRTimeline
BARR E S & CO3,500$227K0.01%new13F-HRTimeline
Ethos Financial Group, LLC4,142$217K0.02%013F-HRTimeline
XML Financial, LLC3,300$214K0.02%-2,42813F-HRTimeline
Legacy Wealth Advisors, LLC3,284$213K0.11%new13F-HRTimeline
Arrow Investment Advisors, LLC3,205$208K0.22%new13F-HRTimeline
Cyndeo Wealth Partners, LLC3,171$206K0.01%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,140$204K0.02%new13F-HRTimeline
Anchor Investment Management, LLC3,000$195K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,964$193K0.02%-20013F-HRTimeline
Advisory Services Network, LLC2,835$184K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,779$181K<0.01%+1,12613F-HRTimeline
Steward Partners Investment Advisory, L…2,707$176K<0.01%-613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,666$173K0.01%new13F-HR/ATimeline
Hilton Head Capital Partners, LLC2,324$151K0.09%-1,76513F-HRTimeline
Caitlin John, LLC2,209$144K0.09%-19613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,000$130K0.04%013F-HR/ATimeline
Aventura Private Wealth, LLC1,909$124K0.05%013F-HRTimeline
Chung Wu Investment Group, LLC1,800$117K0.1%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,780$116K0.02%013F-HRTimeline
IFP Advisors, Inc1,741$113K<0.01%+61713F-HRTimeline
Farther Finance Advisors, LLC1,411$90.4K<0.01%-2,77913F-HRTimeline
Front Row Advisors LLC1,350$87.7K0.03%013F-HRTimeline
Sunbelt Securities, Inc.1,331$86.5K0.01%+1,10013F-HRTimeline
Parkside Financial Bank & Trust1,311$85.2K0.01%-213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,200$78K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC1,200$78K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,198$77.8K<0.01%+86813F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,196$77.7K<0.01%new13F-HRTimeline
Quent Capital, LLC1,075$69.8K<0.01%+38513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,027$66.7K<0.01%-1,45013F-HR/ATimelineGroup
Key Financial Inc1,022$66.4K0.01%+1513F-HRTimeline
Independence Bank of Kentucky1,022$66.4K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…963$62.6K<0.01%-60613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC796$51.7K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.762$49.5K0.04%013F-HRTimeline
Parallel Advisors, LLC701$45.6K<0.01%+913F-HR/ATimeline
TD Waterhouse Canada Inc.678$43K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA650$42.2K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.626$40.7K<0.01%013F-HRTimeline
Root Financial Partners, LLC625$40.6K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.602$39.1K0.03%013F-HRTimeline
CoreCap Advisors, LLC575$37.4K<0.01%013F-HRTimeline
CENTRAL TRUST Co560$36.4K<0.01%013F-HRTimeline
Triumph Capital Management500$32.5K0.01%013F-HRTimeline
CNB Bank500$32.5K0.01%013F-HRTimeline
Avalon Trust Co500$32.5K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.500$32.5K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC410$26.6K<0.01%-4513F-HRTimelineGroup
Private Wealth Asset Management, LLC406$26.4K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC400$26K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC330$22.5K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.281$18.3K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.277$18K<0.01%-1413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…257$16.7K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.245$15.9K<0.01%+413F-HRTimeline
KERR FINANCIAL PLANNING Corp235$15.8K0.01%013F-HR/ATimeline
WOLFF WIESE MAGANA LLC224$14.6K0.01%+4813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC218$14.2K<0.01%013F-HRTimeline
Rossby Financial, LCC200$12.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC190$12.3K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton188$12.2K<0.01%013F-HRTimeline
Blue Trust, Inc.188$12.2K<0.01%-8013F-HRTimeline
N.E.W. Advisory Services LLC181$11.8K<0.01%013F-HRTimeline
Coastline Trust Co180$11.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOYD WATTERSON ASSET MANAGEMENT LLC/OH146$9.49K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC143$9.29K<0.01%-71013F-HRTimeline
ABOUND FINANCIAL, LLC120$7.8K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…114$7.41K<0.01%new13F-HRTimeline
Basepoint Wealth LLC108$7.04K<0.01%+213F-HRTimeline
Financial Network Wealth Advisors LLC100$6.5K0.01%+213F-HRTimeline
Cedar Mountain Advisors, LLC93$6.04K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB80$5.2K<0.01%013F-HRTimeline
Hilltop National Bank80$5.2K<0.01%013F-HRTimeline
CVA Family Office, LLC79$5.13K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…76$4.95K<0.01%new13F-HRTimeline
True Link Financial Advisors, LLC63$4.09K<0.01%new13F-HR/ATimeline
FIRST HORIZON CORP57$3.7K<0.01%013F-HRTimeline
Strategic Advocates LLC56$3.64K0.02%-4,12013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.40$2.6K<0.01%013F-HRTimeline
SWAN Capital LLC37$2.4K<0.01%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC22$1.43K<0.01%-55213F-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