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Disclosery

SUN SUNOCO LP/SUNOCO FIN CORP

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COM UT REP LP (common), issuer CIK 1552275

290 managers (295 13F filers) reported a position in SUN shares at 2026-03-31, 67,264,929 shares in all. 43 filers opened a position and 17 filers sold out during the quarter.

Managers
290
13F filers
295
New
43
Added
89
Reduced
78
Sold out
17
Shares held by filers
67,264,929

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC24,671,391$1.6B7.54%-184,87413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.8,857,392$575M0.06%+10,71313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,528,643$359M0.05%-333,04513F-HRTimelineGroup
FMR LLCin group FMR LLC3,637,014$236M0.01%+1,788,67713F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,226,334$210M0.28%+145,29913F-HRTimelineGroup
Energy Income Partners, LLC1,901,251$124M1.99%-54,64413F-HRTimeline
COOPERMAN LEON G1,620,000$105M3.45%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,504,690$99.8M0.01%-121,58813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,111,826$72.2M<0.01%-527,59413F-HRTimelineGroup
Recurrent Investment Advisors LLC1,027,877$66.8M4.02%+349,25413F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC972,935$63.2M5.93%+247,56913F-HRTimeline
UBS Group AGgroup of 2 filers holding959,839$62.4M-7,043Timeline
Blackstone Inc.in group Blackstone Inc.894,358$58.1M0.19%-1,540,23613F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
MILLER HOWARD INVESTMENTS INC /NY816,233$53M1.45%+126,96413F-HRTimeline
TORTOISE CAPITAL ADVISORS, L.L.C.815,498$53M0.55%+14,83313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC794,590$51.6M0.02%+212,45013F-HRTimelineGroup
Fractal Investments LLC616,542$40.1M4.74%013F-HRTimeline
BOWEN HANES & CO INC600,000$39M0.95%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC576,447$37.5M0.03%-11,68213F-HRTimelineGroup
Adams Asset Advisors, LLC565,822$36.8M4.12%-5,72513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC383,853$24.9M0.01%+1,33213F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE328,315$21.3M0.02%+210,51513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC238,569$15.5M0.01%+31,71313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN223,259$14.5M<0.01%+21,89913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/204,609$13.3M<0.01%+49,58913F-HRTimelineGroup
CHICKASAW CAPITAL MANAGEMENT LLC203,093$13.2M0.47%-24,20513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA190,474$12.4M<0.01%+12,80613F-HRTimelineGroup
LPL Financial LLC177,210$11.5M<0.01%-1,91313F-HRTimeline
ING GROEP NV164,000$10.7M0.07%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding158,230$10.3M-56,728Timeline
Sanctuary Advisors, LLC154,713$10.1M0.05%+25,40313F-HRTimeline
Kercheville Advisors, LLC154,085$10M3.2%+213F-HRTimeline
HUB Investment Partners, LLC144,370$9.38M0.23%-26,00113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.141,443$9.19M0.01%13F-HRTimelineGroup
HENNESSY ADVISORS INC140,200$9.11M0.33%-4,90013F-HRTimeline
Beacon Pointe Advisors, LLC138,519$9M0.05%new13F-HRTimeline
Texas Yale Capital Corp.133,146$8.65M0.25%+2,45013F-HRTimeline
Waverly Advisors, LLC132,058$8.58M0.06%+6,60713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC120,598$7.84M0.06%-6,08113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS115,729$7.52M<0.01%+58,08713F-HRTimelineGroup
Summit Financial, LLC81,531$5.3M0.07%-11,67513F-HRTimeline
Corigliano Investment Advisers, LLC77,400$5.03M1.96%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC73,672$4.79M<0.01%+25,58413F-HRTimelineGroup
HRT FINANCIAL LP71,950$4.67M0.01%+39,44213F-HRTimeline
Waldron Private Wealth LLC71,000$4.61M0.18%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,269$4.37M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers62,560$4.06M<0.01%+8,21113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC62,358$4.05M0.02%+44,56313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.60,483$3.93M0.13%-84313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,370$3.92M0.01%+12,62613F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…56,800$3.69M0.59%+56,00013F-HRTimeline
Advisors Asset Management, Inc.56,075$3.64M0.06%+1,75313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP53,224$3.46M<0.01%+21,67913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC51,790$3.36M<0.01%+3,93813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC50,730$3.27M0.07%013F-HRTimeline
Gilman Hill Asset Management, LLC48,559$3.15M0.48%+9,88513F-HRTimeline
Cresset Asset Management, LLC47,140$3.06M0.01%+19,61513F-HRTimeline
FIRST TRUST ADVISORS LPgroup of 2 filers holding44,361$2.88M-15,915Timeline
CAPTRUST FINANCIAL ADVISORS44,360$2.88M0.01%+4,05113F-HRTimeline
Sovereign Investment Advisors, LLC43,522$2.83M0.6%+2,12213F-HRTimeline
Barnett & Company, Inc.39,583$2.57M2%013F-HRTimeline
PARK CIRCLE Co36,350$2.36M2.24%013F-HRTimeline
Creative Planningin group Creative Planning36,334$2.36M<0.01%-1,92813F-HRTimelineGroup
Linscomb Wealth, Inc.35,058$2.28M0.1%+20,31813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA35,000$2.27M0.01%-3,80013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,610$2.25M<0.01%-6,72013F-HR/ATimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC34,335$2.23M0.02%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,651$2.06M<0.01%+2,13013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,652$1.99M<0.01%+57413F-HRTimelineGroup
MidFirst Bank30,500$1.98M0.16%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,970$1.88M<0.01%+3,61413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,501$1.85M<0.01%+4,87813F-HRTimelineGroup
Empirical Asset Management, LLC28,020$1.82M0.48%-38513F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI27,200$1.77M0.01%013F-HRTimelineGroup
ELCO Management Co., LLC27,094$1.76M0.84%-68613F-HRTimeline
Crescent Grove Advisors, LLC26,869$1.75M0.17%new13F-HRTimeline
Cambridge Investment Research Advisors,…26,238$1.71M<0.01%-1,23113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding23,365$1.52M0Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,231$1.44M0.02%-3,21313F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.21,880$1.42M0.94%-90013F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC21,412$1.39M0.28%+64913F-HRTimeline
Private Advisor Group, LLC21,164$1.38M0.01%013F-HRTimeline
HighTower Advisors, LLC21,024$1.37M<0.01%+45313F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC20,000$1.3M0.48%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\18,884$1.23M<0.01%-10013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.17,140$1.11M<0.01%+8313F-HRTimelineGroup
Kingsview Wealth Management, LLC17,071$1.11M0.02%+7,35113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,899$1.1M<0.01%+54913F-HRTimelineGroup
Focus Financial Network, Inc.16,875$1.1M0.04%-1,91513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,813$1.09M<0.01%-9813F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding15,182$986K+1,360Timeline
MCDONALD PARTNERS LLC15,100$981K0.23%-20013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,068$979K<0.01%-78013F-HRTimelineGroup
MGO ONE SEVEN LLC14,664$953K0.02%+33113F-HRTimeline
CASTLEARK MANAGEMENT LLC14,450$939K0.03%013F-HRTimeline
Quad-Cities Investment Group, LLC14,195$922K0.37%+3613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,050$910K<0.01%-25,79113F-HRTimeline
Caprock Group, LLC13,276$863K0.02%-1,15013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp13,106$851K<0.01%013F-HR/ATimelineGroup
Sigma Planning Corp12,893$838K0.02%-7913F-HRTimeline
Janney Montgomery Scott LLC12,462$810K<0.01%-53813F-HRTimeline
BOKF, NAin group BOKF, NA12,183$792K0.01%013F-HRTimelineGroup
M.E. ALLISON & CO., INC.11,745$763K0.51%013F-HRTimeline
Moors & Cabot, Inc.11,568$752K0.03%-5613F-HRTimeline
Patriot Financial Group Insurance Agenc…11,458$744K0.04%+5,77413F-HRTimeline
IMC-Chicago, LLC11,243$730K0.01%-34,57513F-HRTimeline
IHT Wealth Management, LLC11,177$726K0.02%+57513F-HRTimeline
Oxbow Advisors, LLC11,075$720K0.06%+48013F-HRTimeline
NewEdge Advisors, LLC10,986$714K<0.01%+3,35813F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,069$709K0.05%-6913F-HRTimeline
Larson Financial Group LLC10,911$709K0.02%+8,70313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,912$664K<0.01%+1,44213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,026$651K<0.01%+4,08413F-HRTimelineGroup
Tradition Wealth Management, LLC10,019$651K0.05%+5613F-HRTimeline
B. Riley Wealth Advisors, Inc.9,719$645K0.04%+30013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,879$642K<0.01%-1,09513F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA9,860$641K0.05%013F-HRTimeline
World Investment Advisors9,600$624K0.01%+1,03713F-HRTimeline
&PARTNERS9,597$624K<0.01%+1,40713F-HRTimeline
Quantinno Capital Management LP9,491$617K<0.01%-1,16513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,407$611K0.01%+22313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,102$591K0.01%-1,96213F-HRTimelineGroup
DAVIDSON TRUST CO9,000$585K0.25%013F-HRTimeline
PSI Advisors, LLC8,801$572K0.14%-9113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,620$560K0.06%013F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP8,525$554K0.03%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,500$552K0.11%013F-HRTimeline
Midwest Trust Co8,482$551K0.01%+88713F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,401$546K0.01%-1,65813F-HRTimeline
SFMG, LLC8,300$539K0.04%+10013F-HRTimeline
MML INVESTORS SERVICES, LLC8,223$534K<0.01%-2,24113F-HRTimeline
Baker Avenue Asset Management, LP8,211$533K0.01%-98013F-HRTimeline
Cohen Capital Management, Inc.8,210$533K0.08%013F-HRTimeline
IFG Advisory, LLC8,160$530K1.52%+2,56513F-HRTimeline
United Advisor Group, LLC8,093$526K0.07%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,895$513K0.01%+213F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC7,865$511K0.03%-15513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,195$467K0.01%+5013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,140$464K<0.01%+23213F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,038$457K0.05%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,008$455K0.01%+35713F-HR/ATimeline
Curi Capital, LLC6,986$454K0.01%+1,15813F-HRTimeline
Avidian Wealth Enterprises, LLC6,916$449K0.01%+34613F-HRTimeline
WealthPLAN Partners, LLC6,878$447K0.09%+513F-HRTimeline
Independent Advisor Alliance6,840$444K<0.01%+113F-HRTimeline
TWO SIGMA SECURITIES, LLC6,562$426K0.05%new13F-HRTimeline
Avid Wealth Partners LLC6,398$416K0.2%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,397$416K<0.01%+4913F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC6,262$407K0.01%-3,49613F-HRTimeline
EP Wealth Advisors, LLC6,186$402K<0.01%-9,72413F-HRTimeline
CSS LLC/IL6,154$400K0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,118$397K<0.01%new13F-HRTimelineGroup
Zinnia Wealth Advisory, LLC6,039$392K0.44%-8313F-HRTimeline
SITTNER & NELSON, LLC6,000$390K0.14%013F-HRTimeline
Abel Hall, LLC6,000$390K0.08%013F-HRTimeline
WEDBUSH SECURITIES INC5,944$386K0.01%+513F-HRTimeline
DIVERSIFIED TRUST CO5,827$379K0.01%+16813F-HRTimeline
Corps Capital Advisors, LLC5,725$372K0.32%new13F-HRTimeline
PFG Investments, LLC5,714$371K0.02%+1313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,707$371K<0.01%-48313F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.5,680$369K0.23%013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,617$365K0.02%+38413F-HRTimeline
Clark Capital Management Group, Inc.5,500$357K<0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC5,497$357K0.04%-3913F-HRTimeline
MAI Capital Management5,495$357K<0.01%-15013F-HRTimeline
Western Wealth Management, LLC2,119$349K0.01%new13F-HR/ATimeline
Carnegie Investment Counsel5,264$342K0.01%-13013F-HRTimeline
Cornerstone Planning Group LLC4,867$339K0.05%-9013F-HRTimeline
Arkadios Wealth Advisors5,216$339K0.01%+5813F-HRTimeline
Allworth Financial LP5,142$334K<0.01%+213F-HRTimeline
Ulland Investment Advisors, LLC5,000$325K0.28%013F-HRTimeline
Genesee Capital Advisors, LLC4,958$322K0.13%-51713F-HRTimeline
Garrett Wealth Advisory Group, LLC4,933$320K0.06%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,927$320K<0.01%013F-HRTimeline
CWA Asset Management Group, LLC4,918$320K0.01%-6513F-HRTimeline
Willis Investment Counsel4,883$317K0.02%013F-HRTimeline
Regal Investment Advisors LLC4,871$316K0.02%new13F-HRTimeline
Crumly & Associates Inc.4,711$306K0.06%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP4,693$305K<0.01%-1,45013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC4,679$304K0.16%013F-HRTimeline
Lee Financial Co4,530$294K0.04%+20613F-HRTimeline
Mutual Advisors, LLC4,439$288K0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…4,380$285K0.13%013F-HRTimelineGroup
Founders Financial Alliance, LLC4,373$284K0.05%new13F-HRTimeline
D.A. DAVIDSON & CO.4,348$282K<0.01%013F-HRTimeline
Whitener Capital Management, Inc.4,307$280K0.06%-23113F-HRTimeline
NFSG Corp4,263$277K0.05%+613F-HRTimeline
Quadrant Private Wealth Management, LLC4,256$276K0.04%+313F-HRTimeline
Kirkwood Financial Services4,215$274K0.09%new13F-HRTimeline
Merit Financial Group, LLC3,980$259K<0.01%-1,64113F-HRTimeline
CAPITAL ADVISORS INC/OK3,932$255K<0.01%new13F-HRTimeline
HighPoint Advisor Group LLC3,905$254K0.01%-67913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,800$247K0.02%new13F-HRTimeline
MONECO ADVISORS, LLC3,770$245K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL3,764$245K<0.01%new13F-HRTimeline
Inscription Capital, LLC3,740$243K0.03%new13F-HRTimeline
Clearstead Advisors, LLC3,736$243K<0.01%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD3,732$242K0.04%new13F-HR/ATimeline
Summit Wealth Partners, LLC3,716$241K0.04%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,706$241K<0.01%-63713F-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