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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
ALPS ADVISORS INCin group ALPS ADVISORS INC24,089,484$1.2B6.71%+599,65513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.8,991,309$450M0.07%-89,17213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,395,714$320M0.05%-108,98013F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,179,502$159M0.25%+374,39613F-HRTimelineGroup
Energy Income Partners, LLC1,916,858$95.9M1.85%+32,86613F-HRTimeline
Blackstone Inc.in group Blackstone Inc.1,883,976$94.2M0.4%+87,69513F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
COOPERMAN LEON G1,620,000$81M2.53%+150,00013F-HRTimeline
TORTOISE CAPITAL ADVISORS, L.L.C.1,456,902$72.9M0.94%+52,16413F-HRTimeline
UBS Group AGin group UBS Group AG1,030,006$51.5M0.01%-121,14713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,021,720$51.1M<0.01%-88,75613F-HR/ATimelineGroup
Recurrent Investment Advisors LLC934,137$46.7M3.58%+55113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC713,303$35.7M0.03%+43,03413F-HRTimelineGroup
MILLER HOWARD INVESTMENTS INC /NY694,880$34.8M1.06%+3,78413F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC648,427$33.9M4.19%-334,22613F-HRTimeline
Clearbridge Investments, LLCin group Franklin Resources662,929$33.2M0.02%013F-HRTimelineGroup
Fractal Investments LLC616,542$30.8M4.45%013F-HRTimeline
BOWEN HANES & CO INC600,000$30M0.75%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC593,970$29.7M0.01%+149,73213F-HR/ATimelineGroup
Adams Asset Advisors, LLC571,547$28.6M3.69%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO443,616$22.2M<0.01%-328,36013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC382,059$19.1M0.01%+16,10613F-HRTimelineGroup
FMR LLCin group FMR LLC365,630$18.3M<0.01%+341,44113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC245,550$12.3M0.01%-1,86713F-HRTimelineGroup
CHICKASAW CAPITAL MANAGEMENT LLC228,429$11.4M0.47%+84,00013F-HRTimeline
LPL Financial LLC196,329$9.82M<0.01%+5,67013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA180,215$9.01M<0.01%+21,25413F-HRTimelineGroup
HUB Investment Partners, LLC171,134$8.56M0.31%-35,47213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN160,554$8.03M<0.01%-77813F-HRTimelineGroup
HENNESSY ADVISORS INC154,500$7.73M0.27%-12,30013F-HRTimeline
Kercheville Advisors, LLC154,082$7.71M2.33%+213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.142,055$7.1M0.01%+15,81013F-HRTimelineGroup
Sanctuary Advisors, LLC132,394$6.62M0.04%+3,60813F-HR/ATimeline
HRT FINANCIAL LP131,336$6.57M0.02%+56,20313F-HRTimeline
Texas Yale Capital Corp.121,716$6.09M0.19%+31,05013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE117,800$5.89M0.01%-28,50013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC108,556$5.43M0.05%-6,26413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding100,918$5.05M+14,049Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/97,031$4.85M<0.01%-69,79113F-HR/ATimelineGroup
Summit Financial, LLC93,180$4.66M0.07%-113F-HRTimeline
ING GROEP NV93,100$4.66M0.03%-90,00013F-HRTimeline
DUFF & PHELPS INVESTMENT MANAGEMENT CO91,000$4.55M0.05%-22,26313F-HRTimeline
Waverly Advisors, LLC75,655$3.78M0.04%-2,04613F-HRTimeline
Waldron Private Wealth LLC71,000$3.55M0.14%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,904$3.45M<0.01%+11,65913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.63,035$3.15M0.06%-1,84613F-HRTimeline
FIRST TRUST ADVISORS LPgroup of 2 filers holding56,661$2.83M+6,974Timeline
Advisors Asset Management, Inc.51,957$2.6M0.04%+1,42913F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC50,730$2.57M0.05%+37913F-HRTimeline
Cetera Investment Advisers51,418$2.57M<0.01%+15,51613F-HRTimeline
Mariner, LLCin group Mariner, LLC51,177$2.56M<0.01%+1,65313F-HRTimelineGroup
Sovereign Investment Advisors, LLC43,522$2.18M0.59%013F-HRTimeline
Barnett & Company, Inc.42,083$2.1M1.63%-25013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,968$2.08M<0.01%-13313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,148$2.06M<0.01%+3,66013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS41,082$2.05M<0.01%-70713F-HRTimeline
Glenmede Investment Management, LP39,088$1.95M0.01%+28813F-HRTimeline
IMC-Chicago, LLC38,251$1.91M0.03%new13F-HRTimeline
Gilman Hill Asset Management, LLC37,629$1.88M0.29%+14,62013F-HRTimeline
Creative Planningin group Creative Planning37,347$1.87M<0.01%+70613F-HRTimelineGroup
PARK CIRCLE Co36,350$1.82M1.58%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,834$1.74M<0.01%+3,56813F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC34,335$1.72M0.01%+5,30513F-HRTimelineGroup
Finer Wealth Management, Inc.30,780$1.54M0.77%-2,16213F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP30,255$1.51M<0.01%-3,50213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,240$1.51M<0.01%-1,91913F-HRTimelineGroup
Empirical Asset Management, LLC28,405$1.42M0.39%-10013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,255$1.41M<0.01%-5,49513F-HRTimeline
CASTLEARK MANAGEMENT LLC27,840$1.39M0.04%013F-HRTimeline
ELCO Management Co., LLC27,830$1.39M0.73%+1,64513F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI27,200$1.36M0.01%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,582$1.33M0.02%-76713F-HRTimelineGroup
Cambridge Investment Research Advisors,…26,412$1.32M<0.01%+1,98913F-HRTimeline
Lee Financial Co25,705$1.29M0.16%+21,88613F-HRTimeline
CASCADE INVESTMENT GROUP, INC.24,275$1.21M0.8%-60013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding23,365$1.17M+1,130Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,211$1.16M<0.01%new13F-HRTimelineGroup
Caprock Group, LLC21,530$1.13M0.03%13F-HRTimeline
HighTower Advisors, LLC22,409$1.12M<0.01%-2,17813F-HRTimeline
Private Advisor Group, LLC21,164$1.06M0.01%+1013F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC20,000$1M0.39%+50013F-HRTimelineGroup
Cresset Asset Management, LLC19,809$991K<0.01%+3,96913F-HR/ATimeline
Focus Financial Network, Inc.19,691$985K0.04%+49113F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC19,488$975K0.17%-2,49013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,024$951K<0.01%+4013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,983$949K<0.01%-44,31913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,634$932K<0.01%+3,65813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.16,923$846K<0.01%-113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,900$795K<0.01%-1,85513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,866$793K<0.01%-40013F-HRTimelineGroup
MGO ONE SEVEN LLC15,297$765K0.02%+8,73113F-HRTimeline
MCDONALD PARTNERS LLC15,206$760K0.23%-30013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,005$750K<0.01%+1,88113F-HRTimelineGroup
Linscomb Wealth, Inc.14,740$737K0.03%013F-HRTimeline
Sigma Planning Corp13,928$697K0.02%-2,37813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding13,898$695K+54Timeline
Janney Montgomery Scott LLC13,833$692K<0.01%-3,25313F-HRTimeline
Quad-Cities Investment Group, LLC13,618$681K0.29%+4113F-HRTimeline
MML INVESTORS SERVICES, LLC13,358$668K<0.01%-63013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp13,106$655K<0.01%013F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY13,000$650K0.13%-50013F-HRTimeline
BOKF, NAin group BOKF, NA12,183$609K0.01%-11013F-HRTimelineGroup
Orange Investment Advisors, Inc.12,000$600K0.06%-3013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,802$590K0.03%-13513F-HRTimelineGroup
M.E. ALLISON & CO., INC.11,745$587K0.41%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,061$587K0.05%013F-HRTimeline
Moors & Cabot, Inc.11,624$581K0.03%-3,80013F-HRTimeline
DRW Securities, LLC11,264$553K0.03%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,970$549K0.03%-1,78213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,974$549K<0.01%-1,20013F-HRTimelineGroup
Oxbow Advisors, LLC10,595$530K0.05%013F-HRTimeline
IHT Wealth Management, LLC10,552$528K0.01%+25013F-HRTimeline
WOLVERINE TRADING, LLC10,523$523K0.01%+4,53513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,273$514K0.01%-18513F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,027$501K0.01%+3113F-HRTimeline
Baker Avenue Asset Management, LP10,000$500K0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,971$499K0.01%-9213F-HRTimelineGroup
Tradition Wealth Management, LLC9,902$495K0.04%+6213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA9,860$493K0.03%-1,50013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,704$485K<0.01%-37,07913F-HRTimelineGroup
Kingsview Wealth Management, LLC9,515$476K0.01%-6913F-HRTimeline
Quantinno Capital Management LP9,491$475K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,357$468K0.01%-20213F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.9,297$465K0.02%-9013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC9,036$452K0.28%+25013F-HRTimeline
PSI Advisors, LLC9,031$452K0.12%-18913F-HRTimeline
DAVIDSON TRUST CO9,000$450K0.19%013F-HRTimeline
XML Financial, LLC8,939$447K0.04%-28213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,620$431K0.05%013F-HRTimelineGroup
Cohen Capital Management, Inc.8,210$411K0.06%013F-HRTimeline
United Advisor Group, LLC8,093$405K0.05%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,840$392K<0.01%+2,92113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,740$387K<0.01%-113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,645$382K<0.01%+5,69013F-HRTimelineGroup
Midwest Trust Co7,595$380K<0.01%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,038$377K0.05%013F-HRTimeline
Independent Advisor Alliance7,504$375K0.01%-1,75013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,383$373K<0.01%+1,39213F-HRTimelineGroup
Arkadios Wealth Advisors7,452$373K0.01%+5313F-HRTimeline
WealthPLAN Partners, LLC7,226$361K0.05%+1213F-HRTimeline
NewEdge Advisors, LLC7,080$354K<0.01%-813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,901$345K<0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC6,809$341K0.01%+2413F-HRTimeline
&PARTNERS6,697$335K<0.01%+2,03213F-HRTimeline
Avid Wealth Partners LLC6,398$320K0.16%013F-HRTimeline
Farther Finance Advisors, LLC6,218$311K<0.01%+513F-HRTimeline
SFMG, LLC6,200$310K0.02%new13F-HRTimeline
CWA Asset Management Group, LLC6,161$308K0.01%+2,07413F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,143$307K<0.01%013F-HRTimeline
Abel Hall, LLC6,000$300K0.12%new13F-HRTimeline
CAPITAL ADVISORS INC/OK5,872$294K<0.01%-1,38613F-HRTimeline
Jaffetilchin Investment Partners, LLC5,762$288K0.02%-1,12113F-HRTimeline
MAI Capital Management5,717$286K<0.01%+13013F-HRTimeline
PFG Investments, LLC5,686$284K0.01%+1513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.5,680$284K0.19%013F-HRTimeline
Strategic Advocates LLC5,668$283K0.07%-30913F-HRTimeline
Patriot Financial Group Insurance Agenc…5,635$282K0.04%+77913F-HRTimeline
IFG Advisory, LLC5,595$280K0.01%-8,16013F-HRTimeline
HighPoint Advisor Group LLC5,584$279K0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC5,550$278K0.03%-1113F-HRTimeline
Clark Capital Management Group, Inc.5,500$275K<0.01%013F-HRTimeline
L.M. KOHN & COMPANY5,400$270K0.32%013F-HRTimeline
WEDBUSH SECURITIES INC5,391$270K0.01%-4,09213F-HRTimeline
Carnegie Investment Counsel5,394$270K0.01%-45313F-HRTimeline
Allworth Financial LP5,392$270K<0.01%+15713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,373$269K0.01%-33213F-HRTimeline
Mutual Advisors, LLC4,622$251K0.01%013F-HRTimeline
SITTNER & NELSON, LLC5,000$250K0.09%013F-HRTimeline
Garrett Wealth Advisory Group, LLC4,933$247K0.05%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,927$246K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,896$245K0.01%new13F-HRTimelineGroup
Willis Investment Counsel4,883$244K0.01%013F-HRTimeline
Curi Capital, LLC4,829$242K<0.01%+2013F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,712$236K0.02%+3813F-HRTimeline
Crumly & Associates Inc.4,711$236K0.05%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC4,679$234K0.13%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,639$232K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.4,631$232K<0.01%013F-HRTimeline
Whitener Capital Management, Inc.4,535$227K0.05%+2513F-HRTimeline
ALPINE ASSOCIATES MANAGEMENT INC.4,457$223K0.01%new13F-HRTimeline
World Investment Advisors4,420$221K<0.01%-8013F-HRTimeline
Liberty Capital Management, Inc.4,384$219K0.04%013F-HRTimeline
Genesee Capital Advisors, LLC4,382$219K0.1%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…4,380$219K0.12%013F-HR/ATimelineGroup
Founders Financial Alliance, LLC4,363$218K0.04%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,274$214K<0.01%-413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,253$213K<0.01%new13F-HRTimelineGroup
NFSG Corp4,250$213K0.03%+713F-HRTimeline
Quadrant Private Wealth Management, LLC4,249$212K0.04%+20913F-HRTimeline
Ethos Financial Group, LLC4,142$207K0.02%013F-HRTimeline
Crescent Grove Advisors, LLC4,040$202K0.02%-39,37913F-HRTimeline
Pinnacle Financial Partners Inc4,000$200K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC3,736$187K<0.01%013F-HRTimeline
Anchor Investment Management, LLC3,000$150K0.01%013F-HRTimeline
Advisory Services Network, LLC2,685$134K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,666$133K<0.01%013F-HRTimeline
Icon Wealth Advisors, LLC2,574$129K0.01%+13113F-HRTimeline
Caitlin John, LLC2,400$120K0.08%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,104$105K0.01%-3,08313F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…2,000$100K0.03%013F-HRTimeline
Ulland Investment Advisors, LLC2,000$100K0.08%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