Vault-13

SUNOCO LP/SUNOCO FIN CORP SUN

COM UT REP LP · MLP · CUSIP 86765K109

302 institutional holders +8 vs Q1 2026
66,397,79666.4m shares reported held*
$4.5bnreported value*
30 new 78 added 83 reduced 20 sold out net sold ≈ $42.0m (-622.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.51. Options: 8 managers hold calls ($34.1m notional), 6 hold puts ($25.5m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 167Q4 22: 179Q1 23: 182Q2 23: 189Q3 23: 187Q4 23: 210Q1 24: 210Q2 24: 274Q3 24: 275Q4 24: 269Q1 25: 291Q2 25: 280Q3 25: 272Q4 25: 274Q1 26: 294Q2 26: 302302Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022167
Q4 2022179
Q1 2023182
Q2 2023189
Q3 2023187
Q4 2023210
Q1 2024210
Q2 2024274
Q3 2024275
Q4 2024269
Q1 2025291
Q2 2025280
Q3 2025272
Q4 2025274
Q1 2026294
Q2 2026302

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 112 bought or addedQ3 24: 96 cut or sold outQ4 24: 101 bought or addedQ4 24: 106 cut or sold outQ4 24Q1 25: 130 bought or addedQ1 25: 94 cut or sold outQ2 25: 123 bought or addedQ2 25: 98 cut or sold outQ2 25Q3 25: 103 bought or addedQ3 25: 106 cut or sold outQ4 25: 100 bought or addedQ4 25: 93 cut or sold outQ4 25Q1 26: 131 bought or addedQ1 26: 95 cut or sold outQ2 26: 108 bought or addedQ2 26: 103 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411296
Q4 2024101106
Q1 202513094
Q2 202512398
Q3 2025103106
Q4 202510093
Q1 202613195
Q2 2026108103

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60m$80mQ3 25 calls: $27.5mQ3 25 puts: $53.9mQ3 25P/C 1.96Q4 25 calls: $12.6mQ4 25 puts: $73.1mQ4 25P/C 5.79Q1 26 calls: $49.4mQ1 26 puts: $29.2mQ1 26P/C 0.59Q2 26 calls: $34.1mQ2 26 puts: $25.5mQ2 26P/C 0.75
Numbers
QuarterCallsPutsP/C
Q3 2025$27.5m$53.9m1.96
Q4 2025$12.6m$73.1m5.79
Q1 2026$49.4m$29.2m0.59
Q2 2026$34.1m$25.5m0.75

Biggest buyers

MORGAN STANLEY Added +1,447,208+1.4m
GOLDMAN SACHS GROUP INC Added +213,871+213.9k
MILLER HOWARD INVESTMENTS INC /NY Added +157,876+157.9k
JPMORGAN CHASE & CO Added +129,580+129.6k
Recurrent Investment Advisors LLC Added +121,557+121.6k
HRT FINANCIAL LP Added +110,461+110.5k
ING GROEP NV Added +103,000+103.0k
UBS Group AG Added +99,719+99.7k
THOROUGHBRED FINANCIAL SERVICES, LLC New +86,000+86.0k
Fractal Investments LLC Added +65,460+65.5k

Biggest sellers

COOPERMAN LEON G Reduced -1,394,006-1.4m
FMR LLC Reduced -1,049,332-1.0m
ALPS ADVISORS INC Reduced -235,915-235.9k
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Reduced -215,289-215.3k
HENNESSY ADVISORS INC Sold out -140,200-140.2k
Energy Income Partners, LLC Reduced -132,467-132.5k
BARCLAYS PLC Reduced -102,505-102.5k
JANE STREET GROUP, LLC Sold out -67,269-67.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -54,636-54.6k
CITIGROUP INC Reduced -51,414-51.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $13.5m199.9k shares
JANE STREET GROUP, LLC Added $9.2m136.6k shares
CITADEL ADVISORS LLC Reduced $7.7m114.4k shares
PEAK6 LLC Reduced $2.1m30.4k shares
IMC-Chicago, LLC Added $924.8k13.7k shares
SIMPLEX TRADING, LLC Reduced $614.2k9.1k shares
GROUP ONE TRADING LLC Reduced $108.0k1.6k shares
B. Riley Wealth Advisors, Inc. Reduced $13.7k200 shares

Biggest puts

CITADEL ADVISORS LLC Added $8.2m121.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $7.6m113.2k shares
JANE STREET GROUP, LLC Reduced $4.9m72.5k shares
IMC-Chicago, LLC Added $4.2m62.4k shares
SIMPLEX TRADING, LLC Reduced $310.5k4.6k shares
GROUP ONE TRADING LLC Added $263.2k3.9k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
ALPS ADVISORS INC 13G · institution -0.5 pts · filed 2026-10-07 11.4% -0.5 pts 23.3m≈ $1.6bn 2026-10-07
Invesco Ltd. 13G · institution +1.8 pts · filed 2026-05-06 6.5% +1.8 pts 8.9m≈ $597.9m 2026-05-06

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 7.73% of their portfolio Denver, CO 24,435,47624.4m $1.6bn $1.6bn 7.73% Reduced -235.9k -235,915
2 Invesco Ltd. 0.05% of their portfolio ATLANTA, GA 8,848,6278.8m $597.3m $597.3m 0.05% Reduced -8.8k -8,765
3 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 5,742,5145.7m $387.6m $387.6m 0.04% Added +213.9k +213,871
4 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.24% of their portfolio CAUSEWAY BAY, K3 3,011,0453.0m $203.2m $203.2m 0.24% Reduced -215.3k -215,289
5 FMR LLC 0.01% of their portfolio BOSTON, MA 2,587,6822.6m $174.7m $174.7m 0.01% Reduced -1.0m -1,049,332
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,559,0342.6m $172.7m $172.7m 0.01% Added +1.4m +1,447,208
7 Energy Income Partners, LLC 1.88% of their portfolio Westport, CT 1,768,7841.8m $119.4m $119.4m 1.88% Reduced -132.5k -132,467
8 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,634,2701.6m $112.0m $112.0m 0.01% Added +129.6k +129,580
9 Recurrent Investment Advisors LLC 4.82% of their portfolio HOUSTON, TX 1,149,4341.1m $77.6m $77.6m 4.82% Added +121.6k +121,557
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,059,4511.1m $71.5m $71.5m 0.01% Added +99.7k +99,719
11 INFRASTRUCTURE CAPITAL ADVISORS, LLC 5.25% of their portfolio New York, NY 995,794995.8k $67.2m $67.2m 5.25% Added +22.9k +22,859
12 MILLER HOWARD INVESTMENTS INC /NY 1.74% of their portfolio KINGSTON, NY 974,109974.1k $65.8m $65.8m 1.74% Added +157.9k +157,876
13 Blackstone Inc. 0.19% of their portfolio NEW YORK, NY 854,595854.6k $57.7m $57.7m 0.19% Reduced -39.8k -39,763
14 TORTOISE CAPITAL ADVISORS, L.L.C. 0.53% of their portfolio OVERLAND PARK, KS 778,973779.0k $52.6m $52.6m 0.53% Reduced -36.5k -36,525
15 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 692,085692.1k $46.7m $46.7m 0.01% Reduced -102.5k -102,505
16 Fractal Investments LLC 5.31% of their portfolio Glastonbury, CT 682,002682.0k $46.0m $46.0m 5.31% Added +65.5k +65,460
17 BOWEN HANES & CO INC 0.95% of their portfolio PONTE VEDRA BEACH, FL 600,000600.0k $39.0m $39.0m 0.95% Unchanged
18 NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio NEW YORK, NY 579,385579.4k $39.1m $39.1m 0.03% Added +2.9k +2,938
19 Adams Asset Advisors, LLC 4.33% of their portfolio DALLAS, TX 565,822565.8k $38.2m $38.2m 4.33% Unchanged
20 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 377,488377.5k $25.5m $25.5m 0.01% Reduced -6.4k -6,365
21 Allianz Asset Management GmbH 0.03% of their portfolio MUNICH, 2M 369,073369.1k $24.9m $24.9m 0.03% Added +40.8k +40,758
22 ING GROEP NV 0.09% of their portfolio AMSTERDAM, P7 267,000267.0k $18.0m $18.0m 0.09% Added +103.0k +103,000
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 237,704237.7k $16.0m $16.0m 0.00% Added +33.1k +33,095
24 COOPERMAN LEON G 0.43% of their portfolio BOCA RATON, FL 225,994226.0k $15.3m $15.3m 0.43% Reduced -1.4m -1,394,006
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 205,519205.5k $13.9m $13.9m 0.00% Added +15.0k +15,045
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 204,739204.7k $13.8m $13.8m 0.00% Reduced -18.5k -18,520
27 CHICKASAW CAPITAL MANAGEMENT LLC 0.47% of their portfolio MEMPHIS, TN 192,465192.5k $13.0m $13.0m 0.47% Reduced -10.6k -10,628
28 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 187,155187.2k $12.6m $12.6m 0.01% Reduced -51.4k -51,414
29 HRT FINANCIAL LP 0.03% of their portfolio NEW YORK, NY 182,411182.4k $12.3m $12.3m 0.03% Added +110.5k +110,461
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 175,491175.5k $11.8m $11.8m 0.00% Reduced -1.7k -1,719
31 Kercheville Advisors, LLC 3.27% of their portfolio San Antonio, TX 159,086159.1k $10.7m $10.7m 3.27% Added +5.0k +5,001
32 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 155,101155.1k $10.5m $10.5m 0.05% Added +388 +388
33 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 154,870154.9k $10.5m $10.5m 0.01% Added +39.1k +39,141
34 CIBC Bancorp USA Inc. 0.01% of their portfolio CHICAGO, IL 148,090148.1k $10.0m $10.0m 0.01% Added +6.6k +6,647
35 HUB Investment Partners, LLC 0.18% of their portfolio AUSTIN, TX 145,379145.4k $9.8m $9.8m 0.18% Added +1.0k +1,009
36 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 136,702136.7k $9.2m $9.2m 0.04% Reduced -1.8k -1,817
37 Texas Yale Capital Corp. 0.20% of their portfolio ST. PETERSBURG, FL 134,896134.9k $9.1m $9.1m 0.20% Added +1.8k +1,750
38 Waverly Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 133,448133.4k $9.0m $9.0m 0.05% Added +1.4k +1,390
39 EXCHANGE TRADED CONCEPTS, LLC 0.04% of their portfolio Oklahoma City, OK 106,281106.3k $7.2m $7.2m 0.04% Reduced -14.3k -14,317
40 Susquehanna Portfolio Strategies, LLC 0.10% of their portfolio Bala Cynwyd, PA 91,58791.6k $6.2m $6.2m 0.10% Added +3.0k +2,961
41 THOROUGHBRED FINANCIAL SERVICES, LLC 0.28% of their portfolio BRENTWOOD, TN 86,00086.0k $5.8m $5.8m 0.28% New
42 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 82,90882.9k $5.6m $5.6m 0.00% Added +9.2k +9,236
43 Summit Financial, LLC 0.06% of their portfolio PARSIPPANY, NJ 76,53176.5k $5.2m $5.2m 0.06% Reduced -5.0k -5,000
44 Waldron Private Wealth LLC 0.17% of their portfolio BRIDGEVILLE, PA 71,00071.0k $4.8m $4.8m 0.17% Unchanged
45 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 62,59362.6k $4.2m $4.2m 0.00% Added +2.2k +2,223
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 62,11262.1k $4.2m $4.2m 0.00% Reduced -448 -448
47 J.W. COLE ADVISORS, INC. 0.07% of their portfolio TAMPA, FL 59,12659.1k $4.0m $4.0m 0.07% Reduced -1.4k -1,357
48 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 58,37658.4k $3.9m $3.9m 0.06% Added +2.3k +2,301
49 KAYNE ANDERSON CAPITAL ADVISORS LP 0.08% of their portfolio LOS ANGELES, CA 57,39657.4k $3.9m $3.9m 0.08% New
50 Annis Gardner Whiting Capital Advisors, LLC 0.58% of their portfolio TAMPA, FL 56,80056.8k $3.8m $3.8m 0.58% Unchanged
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 52,63652.6k $3.6m $3.6m 0.00% Added +846 +846
52 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 51,75451.8k $3.5m $3.5m 0.00% Added +25.5k +25,516
53 AlTi Global, Inc. 0.07% of their portfolio NEW YORK, NY 51,25451.3k $3.5m $3.5m 0.07% New
54 Gilman Hill Asset Management, LLC 0.46% of their portfolio NEW CANAAN, CT 50,34950.3k $3.4m $3.4m 0.46% Added +1.8k +1,790
55 TORONTO DOMINION BANK 0.01% of their portfolio TORONTO, ONTARIO, A6 49,79849.8k $3.4m $3.4m 0.01% New
56 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 49,06649.1k $3.3m $3.3m 0.01% Reduced -13.3k -13,292
57 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 47,41647.4k $3.2m $3.2m 0.01% Added +276 +276
58 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 45,34445.3k $3.1m $3.1m 0.00% Added +984 +984
59 Sovereign Investment Advisors, LLC 0.55% of their portfolio PHOENIX, AZ 43,52243.5k $2.9m $2.9m 0.55% Unchanged
60 Crescent Grove Advisors, LLC 0.24% of their portfolio LAKE FOREST, IL 41,88441.9k $2.8m $2.8m 0.24% Added +15.0k +15,015
61 Barnett & Company, Inc. 1.89% of their portfolio CHATTANOOGA, TN 37,88337.9k $2.6m $2.6m 1.89% Reduced -1.7k -1,700
62 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 37,19137.2k $2.5m $2.5m 0.00% Reduced -3.3k -3,312
63 PARK CIRCLE Co 2.16% of their portfolio BALTIMORE, MD 36,35036.4k $2.5m $2.5m 2.16% Unchanged
64 Linscomb Wealth, Inc. 0.10% of their portfolio Houston, TX 35,05835.1k $2.4m $2.4m 0.10% Unchanged
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 32,09732.1k $2.2m $2.2m 0.00% Added +446 +446
66 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 31,30531.3k $2.1m $2.1m 0.01% Added +20.3k +20,319
67 MidFirst Bank 0.15% of their portfolio DENVER, CO 30,50030.5k $2.1m $2.1m 0.15% Unchanged
68 WESTWOOD HOLDINGS GROUP INC 0.02% of their portfolio DALLAS, TX 30,49630.5k $2.1m $2.1m 0.02% Reduced -3.8k -3,839
69 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 29,66929.7k $2.0m $2.0m 0.00% Reduced -983 -983
70 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 28,85628.9k $1.9m $1.9m 0.00% Reduced -114 -114
71 GLENMEDE TRUST CO NA 0.01% of their portfolio PHILADELPHIA, PA 28,68028.7k $1.9m $1.9m 0.01% Reduced -6.3k -6,320
72 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 28,62828.6k $1.9m $1.9m 0.00% Added +127 +127
73 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 27,88827.9k $1.9m $1.9m 0.00% Added +19.7k +19,665
74 Zurich Insurance Group Ltd/FI 0.01% of their portfolio ZURICH, V8 27,20027.2k $1.8m $1.8m 0.01% Unchanged
75 Empirical Asset Management, LLC 0.41% of their portfolio WELLESLEY, MA 27,08427.1k $1.8m $1.8m 0.41% Reduced -936 -936
76 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 26,91226.9k $1.8m $1.8m 0.00% Added +5.9k +5,888
77 ELCO Management Co., LLC 0.77% of their portfolio New York, NY 26,58726.6k $1.8m $1.8m 0.77% Reduced -507 -507
78 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 25,70925.7k $1.7m $1.7m 0.00% Reduced -27.5k -27,515
79 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 25,20425.2k $1.7m $1.7m 0.00% Reduced -9.4k -9,406
80 Bison Wealth, LLC 0.15% of their portfolio ATLANTA, GA 23,85923.9k $1.6m $1.6m 0.15% Added +20.6k +20,609
81 DIVIDEND ASSETS CAPITAL, LLC 0.30% of their portfolio Ridgeland, SC 23,09823.1k $1.6m $1.6m 0.30% Added +1.7k +1,686
82 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 22,13822.1k $1.5m $1.5m 0.02% Reduced -93 -93
83 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 22,11422.1k $1.5m $1.5m 0.01% Added +950 +950
84 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 22,02422.0k $1.5m $1.5m 0.00% Added +5.2k +5,211
85 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,63321.6k $1.5m $1.5m 0.00% New
86 CASCADE INVESTMENT GROUP, INC. 0.82% of their portfolio Colorado Springs, CO 21,58021.6k $1.5m $1.5m 0.82% Reduced -300 -300
87 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 20,27120.3k $1.4m $1.4m 0.03% Added +9.1k +9,094
88 AMERICAN FINANCIAL GROUP INC 0.48% of their portfolio CINCINNATI, OH 20,00020.0k $1.4m $1.4m 0.48% Unchanged
89 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 19,03019.0k $1.3m $1.3m 0.00% Added +5.0k +4,980
90 Virtu Financial LLC 0.04% of their portfolio New York, NY 18,97119.0k $1.3m $1.3m 0.04% New
91 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 18,88418.9k $1.3m $1.3m 0.00% Unchanged
92 BlackRock, Inc. 0.00% of their portfolio New York, NY 17,14417.1k $1.2m $1.2m 0.00% Added +4 +4
93 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 16,59416.6k $1.1m $1.1m 0.03% Reduced -281 -281
94 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 16,56916.6k $1.1m $1.1m 0.02% Unchanged
95 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 16,12916.1k $1.1m $1.1m 0.01% New
96 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 15,90015.9k $1.1m $1.1m 0.01% New
97 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,27015.3k $1.0m $1.0m 0.00% Reduced -21.1k -21,064
98 Quad-Cities Investment Group, LLC 0.37% of their portfolio DAVENPORT, IA 15,23015.2k $1.0m $1.0m 0.37% Added +1.0k +1,035
99 MCDONALD PARTNERS LLC 0.25% of their portfolio CLEVELAND, OH 15,10015.1k $1.0m $1.0m 0.25% Unchanged
100 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 15,06815.1k $1.0m $1.0m 0.02% Added +404 +404