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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
ALPS ADVISORS INCin group ALPS ADVISORS INC23,489,829$1.26B7.26%+357,20413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.9,080,481$487M0.08%-85,23613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,504,694$349M0.06%-18,66013F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…2,805,106$150M0.29%-173,10313F-HRTimelineGroup
Energy Income Partners, LLC1,883,992$101M1.98%+73,69613F-HRTimeline
Blackstone Inc.in group Blackstone Inc.1,796,281$96.3M0.43%+41,69813F-HRTimelineGroup
COOPERMAN LEON G1,470,000$78.8M2.77%+1,185,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TORTOISE CAPITAL ADVISORS, L.L.C.1,404,738$75.3M0.98%+191,12213F-HRTimeline
UBS Group AGin group UBS Group AG1,151,153$61.7M0.01%+126,11713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,110,476$59.5M<0.01%-53,21713F-HRTimelineGroup
INFRASTRUCTURE CAPITAL ADVISORS, LLC982,653$52.7M6.35%+686,21113F-HRTimeline
Recurrent Investment Advisors LLC933,586$50M4.05%+72413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO771,976$41.4M<0.01%-921,26713F-HRTimelineGroup
MILLER HOWARD INVESTMENTS INC /NY691,096$37M1.17%+3,85213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC670,269$35.9M0.03%+25,75713F-HR/ATimelineGroup
Clearbridge Investments, LLCin group Franklin Resources662,929$35.5M0.03%-22,50013F-HRTimelineGroup
Fractal Investments LLC616,542$33M4.71%+63,77413F-HRTimeline
BOWEN HANES & CO INC600,000$32.2M0.81%013F-HRTimeline
Adams Asset Advisors, LLC571,547$30.6M4.31%+2,27413F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC444,238$23.8M0.01%+442,98713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC365,953$19.6M0.01%+18,99013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC247,417$13.3M0.01%+202,30513F-HRTimelineGroup
HUB Investment Partners, LLC206,606$11.1M0.39%-23613F-HRTimeline
LPL Financial LLC190,659$10.2M<0.01%+5,73413F-HRTimeline
ING GROEP NV183,100$9.81M0.06%-92,90013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/166,822$8.94M<0.01%+7,84913F-HRTimelineGroup
HENNESSY ADVISORS INC166,800$8.94M0.3%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN161,332$8.65M<0.01%-28,33013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA158,961$8.52M<0.01%-16713F-HR/ATimelineGroup
Kercheville Advisors, LLC154,080$8.26M2.85%+213F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE146,300$7.84M0.01%-158,20013F-HRTimelineGroup
CHICKASAW CAPITAL MANAGEMENT LLC144,429$7.74M0.31%+6,42913F-HRTimeline
Sanctuary Advisors, LLC128,786$6.9M0.04%+19,73813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.126,245$6.77M0.01%+1,05613F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC114,820$6.15M0.08%-3,61313F-HRTimeline
DUFF & PHELPS INVESTMENT MANAGEMENT CO113,263$6.07M0.07%+93,39413F-HRTimeline
Summit Financial, LLC93,181$4.99M0.11%+113F-HRTimeline
Texas Yale Capital Corp.90,666$4.86M0.16%+9,19013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding86,869$4.66M-27,158Timeline
Waverly Advisors, LLC77,701$4.16M0.05%+3,12313F-HRTimeline
NBW CAPITAL LLC76,009$4.07M0.88%+1,43113F-HRTimeline
HRT FINANCIAL LP75,133$4.03M0.02%+30,87713F-HRTimeline
Waldron Private Wealth LLC71,000$3.8M0.17%013F-HRTimeline
J.W. COLE ADVISORS, INC.64,881$3.48M0.07%-5,37713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC63,302$3.39M0.02%-1,83413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,245$3.01M0.01%-4,99613F-HR/ATimelineGroup
Advisors Asset Management, Inc.50,528$2.71M0.05%+1,00513F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC50,351$2.7M0.06%-21,82313F-HRTimeline
FIRST TRUST ADVISORS LPgroup of 2 filers holding49,687$2.66M-30,210Timeline
Mariner, LLCin group Mariner, LLC49,524$2.65M<0.01%+13,41213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,783$2.51M<0.01%+40,72613F-HRTimelineGroup
Sovereign Investment Advisors, LLC43,522$2.33M0.64%new13F-HRTimeline
Crescent Grove Advisors, LLC43,419$2.33M0.23%+17,61413F-HRTimeline
Barnett & Company, Inc.42,333$2.27M1.78%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,101$2.26M<0.01%+35,83913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,789$2.24M<0.01%-44913F-HRTimeline
Glenmede Investment Management, LP38,800$2.08M0.01%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,488$2M<0.01%+2,81013F-HRTimelineGroup
Creative Planningin group Creative Planning36,641$1.96M<0.01%+4013F-HRTimelineGroup
PARK CIRCLE Co36,350$1.95M1.67%013F-HRTimeline
Cetera Investment Advisers35,902$1.92M<0.01%+2,41613F-HRTimeline
Ellsworth Advisors, LLC34,565$1.85M0.45%+3,22313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP33,757$1.81M<0.01%+4,25613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC33,750$1.81M<0.01%+1,91613F-HRTimeline
Finer Wealth Management, Inc.32,942$1.77M0.94%+85913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,159$1.72M<0.01%-62,82513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,266$1.68M<0.01%-1,33713F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC29,030$1.56M0.01%+3,43413F-HR/ATimelineGroup
Empirical Asset Management, LLC28,505$1.53M0.47%013F-HRTimeline
CASTLEARK MANAGEMENT LLC27,840$1.49M0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC27,349$1.47M0.03%-11,71313F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI27,200$1.46M0.01%013F-HRTimelineGroup
ELCO Management Co., LLC26,185$1.4M0.74%+9513F-HRTimeline
CASCADE INVESTMENT GROUP, INC.24,875$1.33M0.93%-60013F-HRTimeline
HighTower Advisors, LLC24,587$1.32M<0.01%-1,13213F-HRTimeline
Cambridge Investment Research Advisors,…24,423$1.31M<0.01%-80913F-HRTimeline
FMR LLCin group FMR LLC24,189$1.3M<0.01%+2,93013F-HRTimelineGroup
Gilman Hill Asset Management, LLC23,009$1.23M0.2%+4,33513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding22,235$1.19M0Timeline
DIVIDEND ASSETS CAPITAL, LLC21,978$1.18M0.21%-3,40013F-HRTimeline
Private Advisor Group, LLC21,154$1.13M0.01%-15,39713F-HRTimeline
CW Advisors, LLC19,522$1.05M0.01%-9613F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC19,500$1.05M0.39%013F-HRTimelineGroup
Focus Financial Network, Inc.19,200$1.03M0.04%+1,84713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,984$1.02M<0.01%-2,63513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,755$951K<0.01%+13113F-HRTimelineGroup
Janney Montgomery Scott LLC17,086$916K<0.01%+2,63913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,924$907K<0.01%-27,55413F-HRTimelineGroup
Sigma Planning Corp16,306$874K0.03%-1,99513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,266$872K<0.01%-35613F-HRTimelineGroup
Cresset Asset Management, LLC15,840$849K<0.01%+11,73113F-HR/ATimeline
MCDONALD PARTNERS LLC15,506$831K0.2%+413F-HRTimeline
Moors & Cabot, Inc.15,424$827K0.04%013F-HRTimeline
NATIXISin group Natixis Investment Managers15,100$809K<0.01%-20,06013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,976$803K<0.01%+1,73913F-HR/ATimelineGroup
Linscomb Wealth, Inc.14,740$790K0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC13,988$750K<0.01%-1,46813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding13,844$742K-405Timeline
IFG Advisory, LLC13,755$737K0.04%013F-HRTimeline
Quad-Cities Investment Group, LLC13,577$728K0.33%+53613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY13,500$723K0.15%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,124$703K<0.01%new13F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp13,106$702K<0.01%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC12,752$683K0.03%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.12,721$682K<0.01%-19113F-HRTimeline
BOKF, NAin group BOKF, NA12,293$659K0.01%013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,174$652K<0.01%+1,20113F-HRTimelineGroup
Orange Investment Advisors, Inc.12,030$645K0.07%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,937$640K0.04%-22913F-HRTimelineGroup
NorthCoast Asset Management LLC11,798$632K<0.01%013F-HRTimeline
M.E. ALLISON & CO., INC.11,745$629K0.51%013F-HRTimeline
Quantum Portfolio Management LLC11,418$612K0.29%+1,66213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA11,360$609K0.04%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,061$593K0.05%-19113F-HRTimeline
Oxbow Advisors, LLC10,595$568K0.06%+2,59513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,458$560K0.02%-1,83113F-HRTimeline
IHT Wealth Management, LLC10,302$552K0.02%+21213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,063$539K0.01%+5613F-HRTimelineGroup
Baker Avenue Asset Management, LP10,000$536K0.02%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,996$536K0.02%+72913F-HRTimeline
Tradition Wealth Management, LLC9,840$527K0.04%+5613F-HRTimeline
Kingsview Wealth Management, LLC9,584$514K0.01%+5513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,559$512K0.01%-8113F-HRTimelineGroup
WEDBUSH SECURITIES INC9,483$508K0.02%-96813F-HRTimeline
B. Riley Wealth Advisors, Inc.9,387$503K0.02%-87113F-HRTimeline
Independent Advisor Alliance9,254$496K0.01%+1,10613F-HRTimeline
XML Financial, LLC9,221$494K0.04%-1,72413F-HRTimeline
PSI Advisors, LLC9,220$494K0.24%+1013F-HRTimeline
DAVIDSON TRUST CO9,000$482K0.22%013F-HRTimeline
EP Wealth Advisors, LLC8,886$476K<0.01%+29613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC8,786$471K0.34%-1,00213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,620$462K0.06%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,420$451K<0.01%-1,51513F-HRTimelineGroup
Cohen Capital Management, Inc.8,210$440K0.07%013F-HRTimeline
Good Life Advisors, LLC8,151$437K0.03%+16413F-HRTimeline
United Advisor Group, LLC8,093$434K0.07%+61413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,741$415K0.01%013F-HRTimelineGroup
Midwest Trust Co7,595$407K0.01%13F-HRTimeline
Arkadios Wealth Advisors7,399$397K0.01%+29513F-HRTimeline
CAPITAL ADVISORS INC/OK7,258$389K0.01%+3413F-HRTimeline
WealthPLAN Partners, LLC7,214$387K0.06%+1013F-HRTimeline
NewEdge Advisors, LLC7,088$380K<0.01%+4,91513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,038$377K0.04%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…7,000$375K0.26%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,901$370K<0.01%+1,26013F-HRTimeline
Jaffetilchin Investment Partners, LLC6,883$369K0.02%-4713F-HRTimeline
Avidian Wealth Enterprises, LLC6,785$364K0.01%-7913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,569$352K<0.01%-1,04713F-HRTimelineGroup
MGO ONE SEVEN LLC6,566$352K0.01%-3,78913F-HRTimeline
Avid Wealth Partners LLC6,398$343K0.2%-9,43613F-HRTimeline
Farther Finance Advisors, LLC6,213$333K0.01%+4,03613F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,143$329K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,991$325K<0.01%+1,22513F-HRTimelineGroup
WOLVERINE TRADING, LLC5,988$325K0.01%new13F-HRTimeline
Strategic Advocates LLC5,977$320K0.1%-65913F-HRTimeline
Carnegie Investment Counsel5,847$313K0.01%+64213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,705$306K0.01%+1,54913F-HRTimeline
TWO SIGMA SECURITIES, LLC5,684$305K0.04%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.5,680$304K0.23%013F-HRTimeline
PFG Investments, LLC5,671$304K0.02%-98713F-HRTimeline
MAI Capital Management5,587$299K<0.01%+313F-HRTimeline
HighPoint Advisor Group LLC5,584$299K0.02%+1,05013F-HRTimeline
WEALTH ALLIANCE, LLC5,561$298K0.03%new13F-HRTimeline
Clark Capital Management Group, Inc.5,500$295K<0.01%new13F-HRTimeline
L.M. KOHN & COMPANY5,400$289K0.08%013F-HRTimeline
Allworth Financial LP5,235$281K<0.01%+4,31013F-HRTimeline
Snowden Capital Advisors LLC5,233$280K0.01%+10013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,187$278K0.01%+19313F-HRTimelineGroup
SITTNER & NELSON, LLC5,000$268K0.11%013F-HRTimeline
Garrett Wealth Advisory Group, LLC4,933$264K0.06%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,927$264K<0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,919$264K<0.01%+64113F-HRTimelineGroup
Willis Investment Counsel4,883$262K0.02%013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,856$260K0.03%-13913F-HRTimeline
Curi Capital, LLC4,809$258K<0.01%new13F-HRTimeline
Crumly & Associates Inc.4,711$252K0.06%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,674$251K0.02%+3413F-HRTimeline
&PARTNERS4,665$250K<0.01%+22513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,639$249K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.4,631$248K<0.01%+10013F-HRTimeline
Mutual Advisors, LLC4,622$247K0.01%+113F-HRTimeline
Whitener Capital Management, Inc.4,510$242K0.06%+1013F-HRTimeline
World Investment Advisors4,500$241K0.01%-30013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC4,414$237K<0.01%-96613F-HR/ATimelineGroup
Liberty Capital Management, Inc.4,384$235K0.05%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…4,380$235K0.14%013F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,278$229K<0.01%-22613F-HRTimelineGroup
NFSG Corp4,243$227K0.04%+13113F-HRTimeline
Ethos Financial Group, LLC4,142$222K0.02%-3,63513F-HRTimeline
CWA Asset Management Group, LLC4,087$219K0.01%-24713F-HRTimeline
Quadrant Private Wealth Management, LLC4,040$217K0.04%013F-HRTimeline
Lee Financial Co3,819$205K0.03%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,800$204K0.02%013F-HRTimeline
Inscription Capital, LLC3,740$200K0.03%-1,73513F-HRTimeline
Clearstead Advisors, LLC3,736$200K<0.01%+86913F-HRTimeline
McIlrath & Eck, LLC3,436$184K0.02%+713F-HRTimeline
Anchor Investment Management, LLC3,000$161K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,666$143K<0.01%013F-HR/ATimeline
Icon Wealth Advisors, LLC2,443$131K0.01%+39413F-HRTimeline
State of Wyoming2,080$111K0.01%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