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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
ALPS ADVISORS INCin group ALPS ADVISORS INC20,603,455$1.06B6.69%+1,469,78613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.8,868,926$456M0.08%+198,85913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,734,967$346M0.07%-200,48213F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…2,608,701$134M0.28%+128,04213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,150,701$111M0.01%-40,86913F-HRTimelineGroup
Energy Income Partners, LLC1,764,361$90.8M1.86%+708,06313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,712,814$88.1M0.01%+316,17013F-HR/ATimelineGroup
Blackstone Inc.in group Blackstone Inc.1,349,652$69.4M0.33%-79,65813F-HRTimelineGroup
TORTOISE CAPITAL ADVISORS, L.L.C.1,279,736$65.8M0.84%-69,95113F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC1,237,288$63.6M8.52%+149,88113F-HRTimeline
UBS Group AGin group UBS Group AG1,046,872$53.9M0.01%+60,76113F-HRTimelineGroup
Recurrent Investment Advisors LLC888,862$45.7M4.2%+24,68613F-HRTimeline
Clearbridge Investments, LLCin group Franklin Resources685,430$35.3M0.03%-14,79913F-HRTimelineGroup
BOWEN HANES & CO INC600,000$30.9M0.83%013F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY595,057$30.6M1.01%+5,29613F-HRTimeline
Adams Asset Advisors, LLC571,538$29.4M3.77%013F-HRTimeline
Fractal Investments LLC552,768$28.4M4.35%-119,91413F-HRTimeline
ING GROEP NV513,715$26.4M0.18%+355,00013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC497,891$25.6M0.02%+193,27813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC466,019$24M0.01%+29,73113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC344,839$17.7M0.01%13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding287,433$14.8M-58,726Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/251,562$12.9M<0.01%-158,48413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN250,062$12.9M<0.01%-32,26213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.231,351$12.1M0.02%+230,63413F-HRTimelineGroup
HUB Investment Partners, LLC215,793$11.1M0.47%-25,07813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE190,900$9.82M0.01%new13F-HRTimelineGroup
LPL Financial LLC177,939$9.15M<0.01%-15,09913F-HRTimeline
Kercheville Advisors, LLC154,077$7.93M3.08%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,536$7.69M<0.01%+9,48713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC143,938$7.4M0.01%-195,46413F-HRTimelineGroup
Sanctuary Advisors, LLC114,352$6.63M0.04%+17,97513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC119,054$6.12M0.12%-9,11713F-HRTimeline
DUFF & PHELPS INVESTMENT MANAGEMENT CO111,630$5.74M0.07%+15,96813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP83,235$4.28M<0.01%+20,98213F-HRTimelineGroup
CHICKASAW CAPITAL MANAGEMENT LLC77,000$3.96M0.16%+13,60013F-HRTimeline
Summit Financial, LLC76,448$3.93M0.14%+5,21213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC72,000$3.7M0.09%new13F-HRTimeline
Waldron Private Wealth LLC71,000$3.65M0.15%-49,00013F-HRTimeline
Texas Yale Capital Corp.70,076$3.6M0.14%+2,10013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding66,789$3.44M+47,752Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP64,330$3.31M<0.01%+39,07913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS61,876$3.18M0.01%-13,44913F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD60,000$3.09M0.02%013F-HRTimelineGroup
GROUP ONE TRADING LLC59,352$3.05M0.1%+7,94213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,956$3.03M0.01%-7,05013F-HR/ATimelineGroup
Private Advisor Group, LLC52,274$2.69M0.02%+13713F-HRTimeline
Barnett & Company, Inc.50,133$2.58M1.69%-90013F-HRTimeline
CASTLEARK MANAGEMENT LLC48,190$2.48M0.09%013F-HRTimeline
Advisors Asset Management, Inc.47,916$2.46M0.05%+3,21113F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA46,000$2.37M0.01%+18,50013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.44,478$2.29M<0.01%+27,82513F-HRTimelineGroup
Sovereign Investment Advisors, LLC43,522$2.24M0.67%013F-HRTimeline
HRT FINANCIAL LP42,499$2.19M0.01%-245,27413F-HRTimeline
Mariner, LLCin group Mariner, LLC39,909$2.05M<0.01%+3,34113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC39,410$2.03M0.05%-4,64313F-HRTimelineGroup
PARK CIRCLE Co36,350$1.87M1.7%013F-HRTimeline
ICON ADVISERS INC/CO36,000$1.85M0.42%new13F-HRTimeline
NATIXISin group Natixis Investment Managers35,160$1.81M0.01%013F-HRTimelineGroup
ELCO Management Co., LLC34,790$1.79M0.94%+10,69513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,013$1.75M<0.01%+8,85413F-HRTimelineGroup
Cetera Investment Advisers33,599$1.73M<0.01%+91613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC33,396$1.72M0.01%013F-HRTimelineGroup
Finer Wealth Management, Inc.31,027$1.6M0.91%+92113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,758$1.58M<0.01%+3,49613F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP30,131$1.55M<0.01%+8,78213F-HRTimelineGroup
DIVIDEND ASSETS CAPITAL, LLC28,922$1.49M0.29%-46613F-HRTimeline
Empirical Asset Management, LLC28,705$1.48M0.49%-4,80713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,808$1.38M<0.01%+2,95013F-HRTimeline
MGO ONE SEVEN LLC26,217$1.35M0.05%+7,99113F-HRTimeline
CASCADE INVESTMENT GROUP, INC.26,080$1.34M0.96%-1,70013F-HRTimeline
Creative Planningin group Creative Planning26,018$1.34M<0.01%-4,63213F-HRTimelineGroup
HighTower Advisors, LLC25,667$1.32M<0.01%-1,69713F-HRTimeline
Lee Financial Co25,103$1.29M0.18%013F-HRTimeline
Cambridge Investment Research Advisors,…24,088$1.24M<0.01%+1,34713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,068$1.24M<0.01%-7,45813F-HRTimelineGroup
FMR LLCin group FMR LLC23,980$1.23M<0.01%-1,49013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\22,226$1.14M<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,818$1.07M<0.01%-98,18413F-HRTimelineGroup
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC19,500$1M0.46%013F-HRTimelineGroup
Gilman Hill Asset Management, LLC18,674$961K0.17%013F-HRTimeline
Sigma Planning Corp17,992$926K0.03%-10,95913F-HRTimeline
SIMPLEX TRADING, LLC17,247$887K0.03%-5,78213F-HRTimeline
Focus Financial Network, Inc.16,558$852K0.03%+45713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,302$839K<0.01%-1,68413F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP16,240$835K0.06%new13F-HRTimeline
Avid Wealth Partners LLC15,834$815K0.58%013F-HRTimeline
MCDONALD PARTNERS LLC15,397$792K0.2%+413F-HRTimeline
Linscomb Wealth, Inc.14,740$758K0.04%013F-HRTimeline
NorthCoast Asset Management LLC14,599$751K<0.01%013F-HR/ATimeline
Moors & Cabot, Inc.14,224$732K0.03%+60013F-HRTimeline
IFG Advisory, LLC13,755$708K0.04%-19613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY13,500$694K0.14%-14,05513F-HRTimeline
Janney Montgomery Scott LLC13,401$689K<0.01%-12913F-HRTimeline
MML INVESTORS SERVICES, LLC13,135$676K<0.01%+7,04813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp13,106$674K<0.01%-52013F-HRTimelineGroup
Quad-Cities Investment Group, LLC13,006$669K0.33%-25313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,805$659K<0.01%+11,73713F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC12,511$644K0.02%-27713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,100$622K<0.01%+1,04813F-HRTimeline
Orange Investment Advisors, Inc.12,030$619K0.07%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,892$612K0.04%+1,13113F-HRTimelineGroup
WEDBUSH SECURITIES INC11,674$600K0.02%+93213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding11,396$586K-134Timeline
BALDWIN WEALTH PARTNERS LLC/MA11,360$584K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,290$581K<0.01%-49913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,044$572K0.05%-561,73513F-HRTimeline
Cresset Asset Management, LLC11,097$571K<0.01%+4,10913F-HRTimeline
Caprock Group, LLC11,064$569K0.02%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,973$564K<0.01%013F-HRTimelineGroup
XML Financial, LLC10,848$558K0.05%-3,52513F-HRTimeline
M.E. ALLISON & CO., INC.10,545$542K0.6%13F-HRTimeline
B. Riley Wealth Advisors, Inc.10,537$542K0.02%-10013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,255$528K0.01%+1,37113F-HRTimelineGroup
Greenland Capital Management LP10,230$526K0.11%new13F-HRTimeline
Quantum Portfolio Management LLC10,130$521K0.28%-11,12513F-HRTimeline
IHT Wealth Management, LLC10,075$518K0.02%+44813F-HRTimeline
Baker Avenue Asset Management, LP10,000$514K0.02%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC9,784$503K0.38%-28913F-HRTimeline
Tradition Wealth Management, LLC9,731$501K0.04%+5513F-HRTimeline
Kingsview Wealth Management, LLC9,464$487K0.01%+25113F-HRTimeline
KAYNE ANDERSON CAPITAL ADVISORS LP9,431$485K0.01%013F-HRTimeline
FINANCIAL COUNSELORS INC9,356$481K0.01%013F-HRTimeline
PSI Advisors, LLC9,201$473K0.14%-36513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,000$463K<0.01%013F-HRTimelineGroup
DAVIDSON TRUST CO9,000$463K0.24%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,972$462K0.01%-99213F-HRTimelineGroup
BOKF, NAin group BOKF, NA8,993$461K0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors8,676$446K0.02%013F-HRTimeline
EP Wealth Advisors, LLC8,404$432K<0.01%-5,58413F-HRTimeline
Cohen Capital Management, Inc.8,210$422K0.07%013F-HRTimeline
CAPITAL ADVISORS INC/OK8,192$421K0.01%+3,03313F-HRTimeline
Good Life Advisors, LLC8,007$412K0.03%-71513F-HRTimeline
Oxbow Advisors, LLC8,000$412K0.05%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,938$408K0.02%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,740$398K0.01%013F-HRTimelineGroup
WealthPLAN Partners, LLC7,557$389K0.06%+1113F-HRTimeline
Independent Advisor Alliance7,502$386K0.01%-67913F-HRTimeline
Jaffetilchin Investment Partners, LLC7,438$383K0.03%+2,02913F-HRTimeline
Strategic Advocates LLC7,410$381K0.13%new13F-HRTimeline
AE Wealth Management LLC7,195$370K<0.01%-24,63313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC7,148$368K<0.01%-44913F-HRTimelineGroup
United Advisor Group, LLC7,128$367K0.07%-1,43613F-HRTimeline
WOLVERINE TRADING, LLC7,139$364K0.01%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,038$362K0.05%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…7,000$360K0.25%013F-HRTimeline
Avidian Wealth Enterprises, LLC6,840$352K0.02%-20413F-HRTimeline
PFG Investments, LLC6,645$342K0.02%+3813F-HRTimeline
BARR E S & CO6,500$334K0.02%-1,00013F-HRTimeline
L.M. KOHN & COMPANY6,400$329K0.09%+20013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,143$316K<0.01%-9013F-HRTimeline
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…6,116$315K0.21%013F-HRTimelineGroup
HighPoint Advisor Group LLC5,534$311K0.02%-5013F-HRTimeline
Counterpoint Mutual Funds LLC5,939$306K0.04%+1,42513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,871$302K<0.01%-1,36913F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.5,680$292K0.25%013F-HRTimeline
MAI Capital Management5,427$279K<0.01%+5213F-HRTimeline
Patriot Financial Group Insurance Agenc…5,332$274K0.04%+4413F-HRTimeline
Carnegie Investment Counsel5,205$268K0.01%-57413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,092$262K<0.01%-23513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,983$256K<0.01%+59213F-HR/ATimeline
Atria Wealth Solutions, Inc.4,977$256K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,940$254K0.01%+28213F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC4,933$254K0.06%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,927$253K<0.01%013F-HRTimeline
Mutual Advisors, LLC4,621$253K0.01%013F-HRTimeline
Willis Investment Counsel4,883$251K0.02%013F-HRTimeline
Crumly & Associates Inc.4,711$242K0.07%-113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,648$239K0.01%new13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,639$239K<0.01%+7513F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC4,626$238K0.02%-91413F-HRTimeline
D.A. DAVIDSON & CO.4,531$233K<0.01%-58613F-HRTimeline
Centennial Wealth Advisory LLC4,522$233K0.09%+7413F-HRTimeline
Whitener Capital Management, Inc.4,496$231K0.06%-26413F-HRTimeline
Liberty Capital Management, Inc.4,384$226K0.05%013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…4,380$225K0.18%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,360$224K<0.01%-28713F-HRTimelineGroup
NFSG Corp4,256$219K0.06%+24713F-HRTimeline
CWA Asset Management Group, LLC4,216$217K0.01%+10513F-HRTimeline
Quadrant Private Wealth Management, LLC4,040$208K0.05%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,961$204K0.02%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC3,896$200K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,975$175K<0.01%-16713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,080$158K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,022$155K<0.01%+39313F-HRTimelineGroup
Anchor Investment Management, LLC3,000$154K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,666$137K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Venturi Wealth Management, LLC2,517$129K0.01%+2,48113F-HRTimeline
KIECKHEFER GROUP LLC2,500$129K0.08%13F-HRTimeline
IFP Advisors, Inc2,446$126K<0.01%+1,29513F-HRTimeline
NewEdge Advisors, LLC2,170$112K<0.01%+313F-HRTimeline
Icon Wealth Advisors, LLC2,049$105K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,000$103K0.04%013F-HRTimeline
State of Wyoming1,985$102K0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,980$102K0.01%-6013F-HRTimeline
Aventura Private Wealth, LLC1,909$98.2K0.05%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,884$96.9K0.01%013F-HRTimelineGroup
Allworth Financial LP1,723$95K<0.01%+81913F-HRTimeline
Farther Finance Advisors, LLC1,833$94.3K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,783$91.7K<0.01%+1,45313F-HRTimelineGroup

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