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SUN

SUN

Sunoco LP• Energy

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
120
Partial Q3 2026
Total 13F value
$2B
Filed positions so far
New positions
9
This quarter
Sold positions
5
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Alps Advisors Inc

$1.7B23.32M7.79%-4.5%

Miller Howard Investments Inc /Ny

$71.2M977.3K1.92%+0.3%

Fractal Investments Llc

$67.7M929.3K7.67%+36.3%

Adams Asset Advisors, Llc

$41.2M565.8K4.19%Unchanged

Walnut Private Equity Partners, Llc

$17.6M242.1K9.63%Unchanged

Chickasaw Capital Management Llc

$13.3M182.5K0.48%-5.2%

Kercheville Advisors, Llc

$11.7M160.1K3.23%+0.6%

Counterpoint Mutual Funds Llc

$9M123.4K0.78%New Position

Exchange Traded Concepts, Llc

$7.4M100.9K0.03%-5.1%

Waldron Private Wealth Llc

$4.4M61.0K0.15%-14.1%

Kestra Advisory Services, Llc

$3.9M53.3K0.01%+8.6%

Gilman Hill Asset Management, Llc

$3.7M50.3K0.51%Unchanged

Crescent Grove Advisors, Llc

$2.7M36.9K0.23%-12.0%

Commonwealth Equity Services, Llc

$2.3M31.2K0.00%-2.7%

Truist Financial Corp

$2.3M31.2K0.00%+9.0%

Cambridge Investment Research Advisors, Inc.

$2M28.1K0.00%+8.5%

Elco Management Co., Llc

$1.8M25.3K0.87%-4.9%

Bison Wealth, Llc

$1.8M23.9K0.15%Unchanged

International Assets Investment Management, Llc

$1.6M310.7K0.05%+2633.2%

Hub Investment Partners, Llc

$1.6M21.9K0.03%-84.9%

Apollon Wealth Management, Llc

$1.6M21.6K0.02%-2.3%

Cascade Investment Group, Inc.

$1.6M21.4K0.87%-0.7%

Wealth Enhancement Advisory Services, Llc

$1.5M20.8K0.00%+9.3%

Focus Financial Network, Inc.

$1.2M16.6K0.04%+0.2%

Creative Planning

$1.2M16.2K0.00%+6.4%

Quad-Cities Investment Group, Llc

$1.1M15.3K0.40%+0.5%

Mcdonald Partners Llc

$1.1M15.1K0.26%Unchanged

Mgo One Seven Llc

$1.1M14.9K0.02%-0.8%

Oppenheimer & Co Inc

$1M13.9K0.01%+83.7%

Bokf, Na

$888K12.2K0.01%Unchanged

M.E. Allison & Co., Inc.

$856K11.7K0.48%Unchanged

Sigma Planning Corp

$753K10.3K0.02%-15.5%

Baldwin Wealth Partners Llc/Ma

$718K9.9K0.05%Unchanged

B. Riley Wealth Advisors, Inc.

$688K9.4K0.03%+0.0%

Davidson Trust Co

$656K9.0K0.26%Unchanged

Cypress Capital Group

$628K8.6K0.06%Unchanged

Spirit Of America Management Corp/Ny

$619K8.5K0.12%Unchanged

Midwest Trust Co

$617K8.5K0.01%-0.1%

Cohen Capital Management, Inc.

$598K8.2K0.08%Unchanged

Uhlmann Price Securities, Llc

$548K7.5K0.03%-3.8%

United Advisor Group, Llc

$543K7.5K0.05%-3.5%

Avidian Wealth Enterprises, Llc

$528K7.3K0.01%-3.2%

Oppenheimer Asset Management Inc.

$527K7.2K0.01%-20.4%

Steel Grove Capital Advisors, Llc

$513K7.0K0.05%Unchanged

Ulland Investment Advisors, Llc

$510K7.0K0.36%+8.5%

Cullen/Frost Bankers, Inc.

$481K6.6K0.00%-7.9%

Avid Wealth Partners Llc

$466K6.4K0.21%Unchanged

Concurrent Investment Advisors, Llc

$458K6.3K0.00%-2.9%

Vaquero Private Wealth, Ltd

$437K6.0K0.09%Unchanged

Abel Hall, Llc

$437K6.0K0.08%Unchanged

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