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SUN SUNOCO LP/SUNOCO FIN CORP

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COM UT REP LP (common), issuer CIK 1552275

Filings received so far for Q3 2026: 11 13F filers report a position in SUN shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Adams Asset Advisors, LLC565,822$41.2M4.19%013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC182,535$13.3M0.48%-9,93013F-HRTimeline
M.E. ALLISON & CO., INC.11,745$856K0.48%013F-HRTimeline
DAVIDSON TRUST CO9,000$656K0.26%013F-HRTimeline
Avidian Wealth Enterprises, LLC7,251$528K0.01%-23913F-HRTimeline
Crumly & Associates Inc.4,711$343K0.06%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,964$216K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,419$103K<0.01%+413F-HRTimeline
CoreCap Advisors, LLC575$41.9K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC218$15.9K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton188$13.7K<0.01%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