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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 (274 13F filers) reported a position in SUN shares at 2025-12-31, 66,167,869 shares in all. 20 filers opened a position and 22 filers sold out during the quarter.

Managers
270
13F filers
274
New
20
Added
79
Reduced
73
Sold out
22
Shares held by filers
66,167,869

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC24,856,265$1.3B7.59%+766,78113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.8,846,679$464M0.04%-144,63013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,861,688$307M0.04%-534,02613F-HR/ATimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,081,035$161M0.24%-98,46713F-HRTimelineGroup
Blackstone Inc.in group Blackstone Inc.2,434,594$128M0.44%+550,61813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Energy Income Partners, LLC1,955,895$103M1.86%+39,03713F-HRTimeline
FMR LLCin group FMR LLC1,848,337$96.9M<0.01%+1,482,70713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,639,420$85.9M0.01%+617,70013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,626,278$85.2M0.01%+1,182,66213F-HRTimelineGroup
COOPERMAN LEON G1,620,000$84.9M2.82%013F-HRTimeline
UBS Group AGin group UBS Group AG966,882$50.7M0.01%-63,12413F-HRTimelineGroup
TORTOISE CAPITAL ADVISORS, L.L.C.800,665$42M0.53%-656,23713F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC725,366$38M4.19%+76,93913F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY689,269$36.1M1.09%-5,61113F-HRTimeline
Recurrent Investment Advisors LLC678,623$35.6M2.63%-255,51413F-HRTimeline
Fractal Investments LLC616,542$32.3M4.51%013F-HRTimeline
BOWEN HANES & CO INC600,000$31.4M0.79%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC588,129$30.8M0.02%-125,17413F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC582,140$30.5M0.01%-11,83013F-HRTimelineGroup
Adams Asset Advisors, LLC571,547$30M3.94%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC382,521$20M0.01%+46213F-HRTimelineGroup
CHICKASAW CAPITAL MANAGEMENT LLC227,298$11.9M0.49%-1,13113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding214,958$11.3M+114,040Timeline
CITIGROUP INCin group CITIGROUP INC206,856$10.8M0.01%-38,69413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN201,360$10.6M<0.01%+40,80613F-HRTimelineGroup
LPL Financial LLC179,123$9.39M<0.01%-17,20613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA177,668$9.31M<0.01%-2,54713F-HRTimelineGroup
HUB Investment Partners, LLC170,371$8.93M0.24%-76313F-HRTimeline
Kercheville Advisors, LLC154,083$8.78M2.3%+113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/155,020$8.12M<0.01%+57,98913F-HRTimelineGroup
HENNESSY ADVISORS INC145,100$7.6M0.27%-9,40013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.142,135$7.45M0.01%+8013F-HRTimelineGroup
Texas Yale Capital Corp.130,696$6.85M0.21%+8,98013F-HRTimeline
Sanctuary Advisors, LLC129,310$6.78M0.04%-3,08413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC126,679$6.64M0.06%+18,12313F-HRTimeline
Waverly Advisors, LLC125,451$6.57M0.05%+49,79613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE117,800$6.17M0.01%013F-HRTimelineGroup
Summit Financial, LLC93,206$4.88M0.07%+2613F-HRTimeline
Waldron Private Wealth LLC71,000$3.72M0.15%013F-HRTimeline
J.W. COLE ADVISORS, INC.61,326$3.2M0.08%-1,70913F-HRTimeline
FIRST TRUST ADVISORS LPgroup of 2 filers holding60,276$3.16M+3,615Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS57,642$3.02M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers54,349$2.85M<0.01%+2,93113F-HRTimeline
Advisors Asset Management, Inc.54,322$2.85M0.05%+2,36513F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC50,730$2.67M0.06%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,088$2.52M<0.01%+13,25413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC47,852$2.51M<0.01%-3,32513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,744$2.5M<0.01%-20,16013F-HRTimelineGroup
IMC-Chicago, LLC45,818$2.4M0.04%+7,56713F-HRTimeline
Sovereign Investment Advisors, LLC41,400$2.17M0.54%-2,12213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,330$2.17M<0.01%+18213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS40,309$2.11M<0.01%-77313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,841$2.1M<0.01%-1,12713F-HRTimeline
Barnett & Company, Inc.39,583$2.07M1.67%-2,50013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA38,800$2.03M0.01%13F-HRTimelineGroup
Gilman Hill Asset Management, LLC38,674$2.03M0.32%+1,04513F-HRTimeline
Creative Planningin group Creative Planning38,262$2.01M<0.01%+91513F-HRTimelineGroup
PARK CIRCLE Co36,350$1.91M1.72%013F-HRTimeline
TIG Advisors, LLCin group TIG Advisors, LLC35,100$1.84M0.09%new13F-HRTimelineGroup
HRT FINANCIAL LP32,508$1.7M0.01%-98,82813F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP31,545$1.65M<0.01%+1,29013F-HRTimelineGroup
MidFirst Bank30,500$1.6M0.13%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,078$1.58M<0.01%-16213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,521$1.55M<0.01%+1,26613F-HRTimeline
Empirical Asset Management, LLC28,405$1.49M0.42%013F-HRTimeline
ELCO Management Co., LLC27,780$1.46M0.92%-5013F-HRTimeline
Cresset Asset Management, LLC27,525$1.44M0.01%+7,71613F-HRTimeline
Cambridge Investment Research Advisors,…27,469$1.44M<0.01%+1,05713F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI27,200$1.43M0.01%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,444$1.33M0.02%-1,13813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,356$1.33M<0.01%+6,72213F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,623$1.24M<0.01%+41213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding23,365$1.22M0Timeline
CASCADE INVESTMENT GROUP, INC.22,780$1.19M0.8%-1,49513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,422$1.12M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC21,164$1.11M0.01%013F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC20,763$1.09M0.21%+1,27513F-HRTimeline
HighTower Advisors, LLC20,571$1.08M<0.01%-1,83813F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC20,000$1.05M0.38%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\18,984$995K<0.01%-4013F-HRTimelineGroup
Focus Financial Network, Inc.18,790$985K0.03%-90113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,795$933K<0.01%-1,18813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.17,057$894K<0.01%+13413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth16,911$886K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,350$857K<0.01%+45013F-HRTimelineGroup
EP Wealth Advisors, LLC15,910$834K<0.01%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,848$831K<0.01%-1813F-HRTimelineGroup
MCDONALD PARTNERS LLC15,300$802K0.25%+9413F-HRTimeline
SIMPLEX TRADING, LLC15,199$797K0.02%new13F-HRTimeline
Linscomb Wealth, Inc.14,740$773K0.03%013F-HRTimeline
CASTLEARK MANAGEMENT LLC14,450$757K0.02%-13,39013F-HRTimeline
Caprock Group, LLC14,426$756K0.02%-7,10413F-HRTimeline
MGO ONE SEVEN LLC14,333$751K0.02%-96413F-HRTimeline
Quad-Cities Investment Group, LLC14,159$742K0.31%+54113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding13,822$724K-76Timeline
M&T Bank Corpin group M&T Bank Corp13,106$687K<0.01%013F-HR/ATimelineGroup
Janney Montgomery Scott LLC13,000$681K<0.01%-83313F-HRTimeline
Sigma Planning Corp12,972$680K0.02%-95613F-HRTimeline
BOKF, NAin group BOKF, NA12,183$639K0.01%013F-HRTimelineGroup
M.E. ALLISON & CO., INC.11,745$616K0.42%013F-HRTimeline
Moors & Cabot, Inc.11,624$609K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,138$584K0.04%+7713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,064$580K0.01%+1,09313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,974$575K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP10,656$558K<0.01%+1,16513F-HRTimeline
IHT Wealth Management, LLC10,602$556K0.01%+5013F-HRTimeline
DRW Securities, LLC10,597$555K0.04%-66713F-HRTimeline
Oxbow Advisors, LLC10,595$555K0.05%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,464$548K<0.01%-2,89413F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,059$527K0.01%+3213F-HRTimeline
Tradition Wealth Management, LLC9,963$522K0.04%+6113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA9,860$517K0.03%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,758$511K0.01%-51513F-HRTimeline
Kingsview Wealth Management, LLC9,720$509K0.01%+20513F-HRTimeline
B. Riley Wealth Advisors, Inc.9,419$494K0.02%+12213F-HRTimeline
Baker Avenue Asset Management, LP9,191$482K0.01%-80913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,184$481K0.01%-17313F-HRTimelineGroup
DAVIDSON TRUST CO9,000$472K0.2%013F-HRTimeline
PSI Advisors, LLC8,892$466K0.12%-13913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,620$452K0.05%013F-HRTimelineGroup
World Investment Advisors8,563$449K0.01%+4,14313F-HR/ATimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,500$445K0.09%-4,50013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,470$444K<0.01%+1,08713F-HRTimelineGroup
Cohen Capital Management, Inc.8,210$430K0.06%013F-HRTimeline
SFMG, LLC8,200$430K0.03%+2,00013F-HRTimeline
&PARTNERS8,190$429K<0.01%+1,49313F-HRTimeline
United Advisor Group, LLC8,093$424K0.05%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC8,020$420K0.25%-1,01613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,893$414K<0.01%+15313F-HRTimelineGroup
NewEdge Advisors, LLC7,628$400K<0.01%+54813F-HRTimeline
Midwest Trust Co7,595$398K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,467$391K<0.01%-7,53813F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,145$374K<0.01%-50013F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC7,038$369K0.04%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,908$362K<0.01%+713F-HRTimeline
WealthPLAN Partners, LLC6,873$360K0.05%-35313F-HRTimeline
Independent Advisor Alliance6,839$358K0.01%-66513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,651$349K0.01%+1,27813F-HRTimeline
SITTNER & NELSON, LLC6,000$346K0.12%+1,00013F-HRTimeline
Avidian Wealth Enterprises, LLC6,570$344K0.01%-23913F-HRTimeline
Avid Wealth Partners LLC6,398$335K0.16%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,348$333K<0.01%+2,09513F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,260$328K<0.01%13F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,190$324K<0.01%new13F-HRTimelineGroup
CSS LLC/IL6,154$323K0.02%+4,55313F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,143$322K<0.01%013F-HRTimeline
Zinnia Wealth Advisory, LLC6,122$321K0.35%13F-HRTimeline
Abel Hall, LLC6,000$314K0.07%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,942$311K<0.01%-1,89813F-HRTimelineGroup
WEDBUSH SECURITIES INC5,939$311K0.01%+54813F-HRTimeline
Curi Capital, LLC5,828$305K0.01%+99913F-HRTimeline
XML Financial, LLC5,728$300K0.02%-3,21113F-HRTimeline
PFG Investments, LLC5,701$299K0.01%+1513F-HRTimeline
Patriot Financial Group Insurance Agenc…5,684$298K0.04%+4913F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.5,680$298K0.18%013F-HRTimeline
DIVERSIFIED TRUST CO5,659$297K0.01%new13F-HRTimeline
MAI Capital Management5,645$296K<0.01%-7213F-HRTimeline
Merit Financial Group, LLC5,621$295K<0.01%new13F-HRTimeline
IFG Advisory, LLC5,595$293K0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC5,536$290K0.03%-1413F-HRTimeline
Cornerstone Planning Group LLC4,957$290K0.05%+4,89913F-HRTimeline
Clark Capital Management Group, Inc.5,500$288K<0.01%013F-HRTimeline
Genesee Capital Advisors, LLC5,475$287K0.12%+1,09313F-HRTimeline
Carnegie Investment Counsel5,394$283K0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,233$274K0.02%-52913F-HRTimeline
Arkadios Wealth Advisors5,158$270K0.01%-2,29413F-HRTimeline
Allworth Financial LP5,140$269K<0.01%-25213F-HRTimeline
Ulland Investment Advisors, LLC5,000$262K0.21%+3,00013F-HRTimeline
CWA Asset Management Group, LLC4,983$261K0.01%-1,17813F-HRTimeline
Garrett Wealth Advisory Group, LLC4,933$259K0.05%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,927$258K<0.01%013F-HRTimeline
Willis Investment Counsel4,883$256K0.01%013F-HRTimeline
EVOKE WEALTH, LLC4,877$256K<0.01%new13F-HRTimeline
Crumly & Associates Inc.4,711$247K0.05%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC4,679$245K0.13%013F-HRTimeline
HighPoint Advisor Group LLC4,584$240K0.01%-1,00013F-HRTimeline
Whitener Capital Management, Inc.4,538$238K0.05%+313F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,508$236K0.02%-20413F-HRTimeline
Mutual Advisors, LLC4,439$233K<0.01%-18313F-HRTimeline
Liberty Capital Management, Inc.4,384$230K0.04%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…4,380$230K0.11%013F-HRTimelineGroup
D.A. DAVIDSON & CO.4,348$228K<0.01%-28313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,343$228K<0.01%+6913F-HRTimelineGroup
Lee Financial Co4,324$227K0.03%-21,38113F-HRTimeline
NFSG Corp4,257$223K0.03%+713F-HRTimeline
Quadrant Private Wealth Management, LLC4,253$223K0.04%+413F-HRTimeline
Farther Finance Advisors, LLC4,190$220K<0.01%-2,02813F-HRTimeline
Strategic Advocates LLC4,176$219K0.06%-1,49213F-HRTimeline
Ethos Financial Group, LLC4,142$217K0.02%013F-HRTimeline
Hilton Head Capital Partners, LLC4,089$214K0.13%13F-HRTimeline
Clearstead Advisors, LLC3,736$196K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,164$166K0.02%new13F-HRTimeline
Anchor Investment Management, LLC3,000$157K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,713$142K<0.01%+1,65513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,700$142K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,477$130K<0.01%+70013F-HRTimelineGroup
Caitlin John, LLC2,405$126K0.08%+513F-HRTimeline
Larson Financial Group LLC2,208$116K<0.01%+1,90813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,000$105K0.03%013F-HRTimeline
Aventura Private Wealth, LLC1,909$100K0.04%013F-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