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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
ALPS ADVISORS INCin group ALPS ADVISORS INC23,132,625$1.34B7.79%+2,529,17013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.9,165,717$532M0.1%+296,79113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,523,354$379M0.07%-211,61313F-HR/ATimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…2,978,209$173M0.37%+369,50813F-HRTimelineGroup
Energy Income Partners, LLC1,810,296$105M2.01%+45,93513F-HRTimeline
Blackstone Inc.in group Blackstone Inc.1,754,583$102M0.45%+404,93113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,693,243$98.3M0.01%-457,45813F-HRTimelineGroup
TORTOISE CAPITAL ADVISORS, L.L.C.1,213,616$70.5M0.85%-66,12013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,163,693$67.6M<0.01%-549,12113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,025,036$59.5M0.01%-21,83613F-HRTimelineGroup
Recurrent Investment Advisors LLC932,862$54.2M4.59%+44,00013F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY687,244$39.9M1.27%+92,18713F-HRTimeline
Clearbridge Investments, LLCin group Franklin Resources685,429$39.8M0.03%-113F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC644,512$37.4M0.03%+146,62113F-HRTimelineGroup
BOWEN HANES & CO INC600,000$34.8M0.97%013F-HRTimeline
Adams Asset Advisors, LLC569,273$33.1M4.53%-2,26513F-HRTimeline
Fractal Investments LLC552,768$32.1M4.46%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC346,963$20.1M0.01%+2,12413F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE304,500$17.7M0.03%+113,60013F-HRTimelineGroup
COOPERMAN LEON G285,000$16.5M0.66%new13F-HR/ATimeline
ING GROEP NV276,000$16M0.11%-237,71513F-HRTimeline
HUB Investment Partners, LLC206,842$12M0.48%-8,95113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN189,662$11M<0.01%-60,40013F-HRTimelineGroup
LPL Financial LLC184,925$10.7M<0.01%+6,98613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,128$9.24M<0.01%+9,59213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/158,973$9.23M<0.01%-92,58913F-HRTimelineGroup
Kercheville Advisors, LLC154,078$8.95M3.65%+113F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC138,000$8.01M0.31%+61,00013F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC296,442$8M1.01%-940,84613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC118,433$6.88M0.12%-62113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding114,027$6.62M-173,406Timeline
Sanctuary Advisors, LLC109,048$6.33M0.04%-5,30413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.125,189$6.31M0.01%-106,16213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,984$5.51M0.01%+30,65413F-HRTimelineGroup
Summit Financial, LLC93,180$5.41M0.15%+16,73213F-HRTimeline
Texas Yale Capital Corp.81,476$4.73M0.19%+11,40013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP79,897$4.64M<0.01%-3,33813F-HRTimelineGroup
NBW CAPITAL LLC74,578$4.33M0.96%new13F-HRTimeline
Waverly Advisors, LLC74,578$4.33M0.05%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC72,174$4.19M0.11%+17413F-HRTimeline
Waldron Private Wealth LLC71,000$4.12M0.19%013F-HRTimeline
J.W. COLE ADVISORS, INC.70,258$4.08M0.13%+62,32013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC65,136$3.78M0.02%-1,65313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,241$3.56M0.01%+2,28513F-HRTimelineGroup
ICON ADVISERS INC/CO56,000$3.25M0.76%+20,00013F-HRTimeline
Advisors Asset Management, Inc.49,523$2.88M0.05%+1,60713F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA46,000$2.67M0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC45,112$2.62M<0.01%-98,82613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.44,478$2.58M<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP44,256$2.57M0.02%+1,75713F-HRTimeline
Barnett & Company, Inc.42,333$2.46M2.05%-7,80013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,238$2.45M0.01%-19,63813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC39,062$2.27M0.05%-34813F-HRTimelineGroup
Creative Planningin group Creative Planning36,601$2.13M<0.01%+10,58313F-HRTimelineGroup
Private Advisor Group, LLC36,551$2.12M0.01%-15,72313F-HRTimeline
PARK CIRCLE Co36,350$2.11M1.88%013F-HRTimeline
Mariner, LLCin group Mariner, LLC36,112$2.1M<0.01%-3,79713F-HRTimelineGroup
NATIXISin group Natixis Investment Managers35,160$2.06M0.01%013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,678$2.01M<0.01%+66513F-HRTimelineGroup
Cetera Investment Advisers33,486$1.94M<0.01%-11313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,603$1.89M<0.01%+1,84513F-HRTimelineGroup
Finer Wealth Management, Inc.32,083$1.86M1.12%+1,05613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,834$1.85M<0.01%+5,02613F-HRTimeline
Ellsworth Advisors, LLC31,342$1.82M0.48%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd30,840$1.81M0.34%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP29,501$1.71M<0.01%-63013F-HRTimelineGroup
Empirical Asset Management, LLC28,505$1.66M0.56%-20013F-HRTimeline
CASTLEARK MANAGEMENT LLC27,840$1.62M0.06%-20,35013F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI27,200$1.58M0.01%new13F-HRTimelineGroup
ELCO Management Co., LLC26,090$1.51M0.84%-8,70013F-HRTimeline
Crescent Grove Advisors, LLC25,805$1.5M0.16%new13F-HRTimeline
HighTower Advisors, LLC25,719$1.49M<0.01%+5213F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC25,596$1.49M0.01%-7,80013F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.25,475$1.48M1.14%-60513F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC25,378$1.47M0.28%-3,54413F-HRTimeline
Cambridge Investment Research Advisors,…25,232$1.47M<0.01%+1,14413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding22,235$1.29M+16,119Timeline
US BANCORP \DE\in group US BANCORP \DE\21,619$1.26M<0.01%-60713F-HRTimelineGroup
FMR LLCin group FMR LLC21,259$1.23M<0.01%-2,72113F-HRTimelineGroup
DUFF & PHELPS INVESTMENT MANAGEMENT CO19,869$1.15M0.01%-91,76113F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC19,500$1.13M0.48%013F-HRTimelineGroup
CW Advisors, LLC19,618$1.13M0.01%new13F-HRTimeline
Gilman Hill Asset Management, LLC18,674$1.08M0.19%013F-HRTimeline
Sigma Planning Corp18,301$1.06M0.03%+30913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,624$1.02M<0.01%-6,44413F-HRTimelineGroup
Focus Financial Network, Inc.17,353$1.01M0.04%+79513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,622$965K<0.01%+32013F-HRTimelineGroup
Avid Wealth Partners LLC15,834$919K0.62%013F-HRTimeline
MCDONALD PARTNERS LLC15,502$900K0.23%+10513F-HRTimeline
MML INVESTORS SERVICES, LLC15,456$897K<0.01%+2,32113F-HRTimeline
Moors & Cabot, Inc.15,424$896K0.05%+1,20013F-HRTimeline
Linscomb Wealth, Inc.14,740$856K0.04%013F-HRTimeline
Janney Montgomery Scott LLC14,447$839K<0.01%+1,04613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding14,249$827K+2,853Timeline
IFG Advisory, LLC13,755$799K0.04%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY13,500$784K0.16%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,237$769K<0.01%+1,94713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp13,106$761K<0.01%013F-HRTimelineGroup
Quad-Cities Investment Group, LLC13,041$757K0.37%+3513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,912$750K<0.01%+81213F-HRTimeline
BOKF, NAin group BOKF, NA12,293$714K0.01%+3,30013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC12,289$713K0.02%-22213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,166$706K0.04%+27413F-HRTimelineGroup
Caprock Group, LLC12,152$706K0.02%+1,08813F-HRTimeline
Orange Investment Advisors, Inc.12,030$698K0.08%013F-HRTimeline
NorthCoast Asset Management LLC11,798$685K<0.01%-2,80113F-HR/ATimeline
M.E. ALLISON & CO., INC.11,745$682K0.67%+1,20013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA11,360$660K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,252$653K0.06%+20813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,973$637K<0.01%013F-HRTimelineGroup
XML Financial, LLC10,945$635K0.06%+9713F-HRTimeline
WEDBUSH SECURITIES INC10,451$607K0.02%-1,22313F-HRTimeline
MGO ONE SEVEN LLC10,355$601K0.02%-15,86213F-HRTimeline
B. Riley Wealth Advisors, Inc.10,258$596K0.02%-27913F-HRTimeline
IHT Wealth Management, LLC10,090$586K0.02%+1513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,007$581K0.02%-24813F-HRTimelineGroup
Baker Avenue Asset Management, LP10,000$581K0.02%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,935$577K<0.01%new13F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC9,788$568K0.42%+413F-HRTimeline
Tradition Wealth Management, LLC9,784$568K0.05%+5313F-HRTimeline
Quantum Portfolio Management LLC9,756$566K0.29%-37413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,640$560K0.01%+66813F-HRTimelineGroup
Kingsview Wealth Management, LLC9,529$553K0.01%+6513F-HRTimeline
KAYNE ANDERSON CAPITAL ADVISORS LP9,431$548K0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,267$538K0.02%new13F-HRTimeline
PSI Advisors, LLC9,210$535K0.17%+913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,000$523K<0.01%013F-HRTimelineGroup
DAVIDSON TRUST CO9,000$523K0.25%013F-HRTimeline
Delta Financial Group, Inc.9,094$518K0.12%new13F-HRTimeline
EP Wealth Advisors, LLC8,590$499K<0.01%+18613F-HRTimeline
Cohen Capital Management, Inc.8,210$477K0.08%013F-HRTimeline
Independent Advisor Alliance8,148$473K0.02%+64613F-HRTimeline
Oxbow Advisors, LLC8,000$464K0.05%013F-HRTimeline
Good Life Advisors, LLC7,987$464K0.03%-2013F-HRTimeline
Ethos Financial Group, LLC7,777$452K0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,741$449K0.01%+113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…7,616$442K0.01%new13F-HRTimelineGroup
FINANCIAL COUNSELORS INC7,595$441K0.01%-1,76113F-HRTimeline
United Advisor Group, LLC7,479$434K0.09%+35113F-HRTimeline
CAPITAL ADVISORS INC/OK7,224$419K0.01%-96813F-HRTimeline
WealthPLAN Partners, LLC7,204$418K0.06%-35313F-HRTimeline
Arkadios Wealth Advisors7,104$412K0.02%-1,57213F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,038$409K0.06%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…7,000$406K0.3%013F-HRTimeline
Jaffetilchin Investment Partners, LLC6,930$402K0.03%-50813F-HRTimeline
Avidian Wealth Enterprises, LLC6,864$399K0.02%+2413F-HRTimeline
PFG Investments, LLC6,658$387K0.02%+1313F-HRTimeline
Strategic Advocates LLC6,636$385K0.13%-77413F-HRTimeline
Counterpoint Mutual Funds LLC6,386$371K0.05%+44713F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,143$357K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,057$352K<0.01%-14,76113F-HR/ATimelineGroup
BARR E S & CO5,750$334K0.02%-75013F-HRTimeline
Inscription Capital, LLC5,475$330K0.05%13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.5,680$330K0.28%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,641$328K<0.01%-23013F-HRTimeline
MAI Capital Management5,584$324K<0.01%+15713F-HRTimeline
L.M. KOHN & COMPANY5,400$314K0.08%-1,00013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC5,380$312K<0.01%new13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,262$306K<0.01%+27913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,161$300K<0.01%-1,98713F-HRTimelineGroup
Snowden Capital Advisors LLC5,133$298K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC5,000$290K0.12%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…4,995$290K0.04%-33713F-HRTimeline
Garrett Wealth Advisory Group, LLC4,933$286K0.06%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,927$286K<0.01%013F-HRTimeline
Willis Investment Counsel4,883$284K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,766$282K<0.01%+1,74413F-HR/ATimelineGroup
World Investment Advisors4,800$279K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,994$276K0.01%+5413F-HRTimelineGroup
Crumly & Associates Inc.4,711$274K0.08%013F-HRTimeline
Mutual Advisors, LLC4,621$272K0.01%013F-HRTimeline
Carnegie Investment Counsel5,205$271K0.01%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,640$269K0.02%+1413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,639$269K0.01%013F-HRTimelineGroup
HighPoint Advisor Group LLC4,534$268K0.02%-1,00013F-HRTimeline
Centennial Wealth Advisory LLC4,590$267K0.1%+6813F-HRTimeline
D.A. DAVIDSON & CO.4,531$263K<0.01%013F-HRTimeline
&PARTNERS4,440$263K<0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC4,512$262K<0.01%+61613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,504$262K<0.01%+14413F-HRTimelineGroup
Whitener Capital Management, Inc.4,500$261K0.07%+413F-HRTimeline
Atria Wealth Solutions, Inc.4,462$259K<0.01%-51513F-HRTimeline
Liberty Capital Management, Inc.4,384$255K0.06%013F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding4,380$254K0Timeline
Sheaff Brock Investment Advisors, LLC4,376$254K0.02%new13F-HRTimeline
CWA Asset Management Group, LLC4,334$252K0.01%+11813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,278$248K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,156$241K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,153$241K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,122$239K0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,120$239K<0.01%-97213F-HRTimelineGroup
NFSG Corp4,112$239K0.06%-14413F-HRTimeline
Cresset Asset Management, LLC4,109$239K<0.01%-6,98813F-HRTimeline
Quadrant Private Wealth Management, LLC4,040$235K0.06%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,800$221K0.02%new13F-HRTimeline
MONECO ADVISORS, LLC3,799$221K0.02%new13F-HR/ATimeline
IPG Investment Advisors LLC3,760$218K0.05%new13F-HRTimeline
DAVENPORT & Co LLC3,750$218K<0.01%new13F-HRTimeline
Summit Wealth Partners, LLC3,716$216K0.04%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC3,654$212K0.04%new13F-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