SUNOCO LP/SUNOCO FIN CORP SUN
COM UT REP LP · MLP · CUSIP 86765K109
- SectorEnergy
- IndustryPetroleum Refining
- HeadquartersDallas, TX
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 167 |
| Q4 2022 | 179 |
| Q1 2023 | 182 |
| Q2 2023 | 189 |
| Q3 2023 | 187 |
| Q4 2023 | 210 |
| Q1 2024 | 210 |
| Q2 2024 | 274 |
| Q3 2024 | 275 |
| Q4 2024 | 269 |
| Q1 2025 | 291 |
| Q2 2025 | 280 |
| Q3 2025 | 272 |
| Q4 2025 | 274 |
| Q1 2026 | 294 |
| Q2 2026 | 302 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 112 | 96 |
| Q4 2024 | 101 | 106 |
| Q1 2025 | 130 | 94 |
| Q2 2025 | 123 | 98 |
| Q3 2025 | 103 | 106 |
| Q4 2025 | 100 | 93 |
| Q1 2026 | 131 | 95 |
| Q2 2026 | 108 | 103 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $27.5m | $53.9m | 1.96 |
| Q4 2025 | $12.6m | $73.1m | 5.79 |
| Q1 2026 | $49.4m | $29.2m | 0.59 |
| Q2 2026 | $34.1m | $25.5m | 0.75 |
Biggest buyers
| MORGAN STANLEY | Added | +1.4m |
| GOLDMAN SACHS GROUP INC | Added | +213.9k |
| MILLER HOWARD INVESTMENTS INC /NY | Added | +157.9k |
| JPMORGAN CHASE & CO | Added | +129.6k |
| Recurrent Investment Advisors LLC | Added | +121.6k |
| HRT FINANCIAL LP | Added | +110.5k |
| ING GROEP NV | Added | +103.0k |
| UBS Group AG | Added | +99.7k |
| THOROUGHBRED FINANCIAL SERVICES, LLC | New | +86.0k |
| Fractal Investments LLC | Added | +65.5k |
Biggest sellers
| COOPERMAN LEON G | Reduced | -1.4m |
| FMR LLC | Reduced | -1.0m |
| ALPS ADVISORS INC | Reduced | -235.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | -215.3k |
| HENNESSY ADVISORS INC | Sold out | -140.2k |
| Energy Income Partners, LLC | Reduced | -132.5k |
| BARCLAYS PLC | Reduced | -102.5k |
| JANE STREET GROUP, LLC | Sold out | -67.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -54.6k |
| CITIGROUP INC | Reduced | -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.
| Holder | Stake |
|---|---|
| ALPS ADVISORS INC 13G · institution -0.5 pts · filed 2026-10-07 | 11.4% |
| Invesco Ltd. 13G · institution +1.8 pts · filed 2026-05-06 | 6.5% |
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
| Manager | Shares | Change |
|---|---|---|
| ALPS ADVISORS INC 7.73% of their portfolio | 24.4m $1.6bn | Reduced -235.9k |
| Invesco Ltd. 0.05% of their portfolio | 8.8m $597.3m | Reduced -8.8k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 5.7m $387.6m | Added +213.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.24% of their portfolio | 3.0m $203.2m | Reduced -215.3k |
| FMR LLC 0.01% of their portfolio | 2.6m $174.7m | Reduced -1.0m |
| MORGAN STANLEY 0.01% of their portfolio | 2.6m $172.7m | Added +1.4m |
| Energy Income Partners, LLC 1.88% of their portfolio | 1.8m $119.4m | Reduced -132.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.6m $112.0m | Added +129.6k |
| Recurrent Investment Advisors LLC 4.82% of their portfolio | 1.1m $77.6m | Added +121.6k |
| UBS Group AG 0.01% of their portfolio | 1.1m $71.5m | Added +99.7k |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC 5.25% of their portfolio | 995.8k $67.2m | Added +22.9k |
| MILLER HOWARD INVESTMENTS INC /NY 1.74% of their portfolio | 974.1k $65.8m | Added +157.9k |
| Blackstone Inc. 0.19% of their portfolio | 854.6k $57.7m | Reduced -39.8k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.53% of their portfolio | 779.0k $52.6m | Reduced -36.5k |
| BARCLAYS PLC 0.01% of their portfolio | 692.1k $46.7m | Reduced -102.5k |
| Fractal Investments LLC 5.31% of their portfolio | 682.0k $46.0m | Added +65.5k |
| BOWEN HANES & CO INC 0.95% of their portfolio | 600.0k $39.0m | Unchanged |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 579.4k $39.1m | Added +2.9k |
| Adams Asset Advisors, LLC 4.33% of their portfolio | 565.8k $38.2m | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 377.5k $25.5m | Reduced -6.4k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 369.1k $24.9m | Added +40.8k |
| ING GROEP NV 0.09% of their portfolio | 267.0k $18.0m | Added +103.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 237.7k $16.0m | Added +33.1k |
| COOPERMAN LEON G 0.43% of their portfolio | 226.0k $15.3m | Reduced -1.4m |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 205.5k $13.9m | Added +15.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 204.7k $13.8m | Reduced -18.5k |
| CHICKASAW CAPITAL MANAGEMENT LLC 0.47% of their portfolio | 192.5k $13.0m | Reduced -10.6k |
| CITIGROUP INC 0.01% of their portfolio | 187.2k $12.6m | Reduced -51.4k |
| HRT FINANCIAL LP 0.03% of their portfolio | 182.4k $12.3m | Added +110.5k |
| LPL Financial LLC 0.00% of their portfolio | 175.5k $11.8m | Reduced -1.7k |
| Kercheville Advisors, LLC 3.27% of their portfolio | 159.1k $10.7m | Added +5.0k |
| Sanctuary Advisors, LLC 0.05% of their portfolio | 155.1k $10.5m | Added +388 |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 154.9k $10.5m | Added +39.1k |
| CIBC Bancorp USA Inc. 0.01% of their portfolio | 148.1k $10.0m | Added +6.6k |
| HUB Investment Partners, LLC 0.18% of their portfolio | 145.4k $9.8m | Added +1.0k |
| Beacon Pointe Advisors, LLC 0.04% of their portfolio | 136.7k $9.2m | Reduced -1.8k |
| Texas Yale Capital Corp. 0.20% of their portfolio | 134.9k $9.1m | Added +1.8k |
| Waverly Advisors, LLC 0.05% of their portfolio | 133.4k $9.0m | Added +1.4k |
| EXCHANGE TRADED CONCEPTS, LLC 0.04% of their portfolio | 106.3k $7.2m | Reduced -14.3k |
| Susquehanna Portfolio Strategies, LLC 0.10% of their portfolio | 91.6k $6.2m | Added +3.0k |
| THOROUGHBRED FINANCIAL SERVICES, LLC 0.28% of their portfolio | 86.0k $5.8m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 82.9k $5.6m | Added +9.2k |
| Summit Financial, LLC 0.06% of their portfolio | 76.5k $5.2m | Reduced -5.0k |
| Waldron Private Wealth LLC 0.17% of their portfolio | 71.0k $4.8m | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 62.6k $4.2m | Added +2.2k |
| Cetera Investment Advisers 0.00% of their portfolio | 62.1k $4.2m | Reduced -448 |
| J.W. COLE ADVISORS, INC. 0.07% of their portfolio | 59.1k $4.0m | Reduced -1.4k |
| Advisors Asset Management, Inc. 0.06% of their portfolio | 58.4k $3.9m | Added +2.3k |
| KAYNE ANDERSON CAPITAL ADVISORS LP 0.08% of their portfolio | 57.4k $3.9m | New |
| Annis Gardner Whiting Capital Advisors, LLC 0.58% of their portfolio | 56.8k $3.8m | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 52.6k $3.6m | Added +846 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 51.8k $3.5m | Added +25.5k |
| AlTi Global, Inc. 0.07% of their portfolio | 51.3k $3.5m | New |
| Gilman Hill Asset Management, LLC 0.46% of their portfolio | 50.3k $3.4m | Added +1.8k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 49.8k $3.4m | New |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 49.1k $3.3m | Reduced -13.3k |
| Cresset Asset Management, LLC 0.01% of their portfolio | 47.4k $3.2m | Added +276 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 45.3k $3.1m | Added +984 |
| Sovereign Investment Advisors, LLC 0.55% of their portfolio | 43.5k $2.9m | Unchanged |
| Crescent Grove Advisors, LLC 0.24% of their portfolio | 41.9k $2.8m | Added +15.0k |
| Barnett & Company, Inc. 1.89% of their portfolio | 37.9k $2.6m | Reduced -1.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 37.2k $2.5m | Reduced -3.3k |
| PARK CIRCLE Co 2.16% of their portfolio | 36.4k $2.5m | Unchanged |
| Linscomb Wealth, Inc. 0.10% of their portfolio | 35.1k $2.4m | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 32.1k $2.2m | Added +446 |
| NewEdge Advisors, LLC 0.01% of their portfolio | 31.3k $2.1m | Added +20.3k |
| MidFirst Bank 0.15% of their portfolio | 30.5k $2.1m | Unchanged |
| WESTWOOD HOLDINGS GROUP INC 0.02% of their portfolio | 30.5k $2.1m | Reduced -3.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 29.7k $2.0m | Reduced -983 |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 28.9k $1.9m | Reduced -114 |
| GLENMEDE TRUST CO NA 0.01% of their portfolio | 28.7k $1.9m | Reduced -6.3k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 28.6k $1.9m | Added +127 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 27.9k $1.9m | Added +19.7k |
| Zurich Insurance Group Ltd/FI 0.01% of their portfolio | 27.2k $1.8m | Unchanged |
| Empirical Asset Management, LLC 0.41% of their portfolio | 27.1k $1.8m | Reduced -936 |
| HighTower Advisors, LLC 0.00% of their portfolio | 26.9k $1.8m | Added +5.9k |
| ELCO Management Co., LLC 0.77% of their portfolio | 26.6k $1.8m | Reduced -507 |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 25.7k $1.7m | Reduced -27.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 25.2k $1.7m | Reduced -9.4k |
| Bison Wealth, LLC 0.15% of their portfolio | 23.9k $1.6m | Added +20.6k |
| DIVIDEND ASSETS CAPITAL, LLC 0.30% of their portfolio | 23.1k $1.6m | Added +1.7k |
| Apollon Wealth Management, LLC 0.02% of their portfolio | 22.1k $1.5m | Reduced -93 |
| Private Advisor Group, LLC 0.01% of their portfolio | 22.1k $1.5m | Added +950 |
| Focus Partners Wealth 0.00% of their portfolio | 22.0k $1.5m | Added +5.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 21.6k $1.5m | New |
| CASCADE INVESTMENT GROUP, INC. 0.82% of their portfolio | 21.6k $1.5m | Reduced -300 |
| IHT Wealth Management, LLC 0.03% of their portfolio | 20.3k $1.4m | Added +9.1k |
| AMERICAN FINANCIAL GROUP INC 0.48% of their portfolio | 20.0k $1.4m | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 19.0k $1.3m | Added +5.0k |
| Virtu Financial LLC 0.04% of their portfolio | 19.0k $1.3m | New |
| US BANCORP \DE\ 0.00% of their portfolio | 18.9k $1.3m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 17.1k $1.2m | Added +4 |
| Focus Financial Network, Inc. 0.03% of their portfolio | 16.6k $1.1m | Reduced -281 |
| CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio | 16.6k $1.1m | Unchanged |
| Arax Advisory Partners 0.01% of their portfolio | 16.1k $1.1m | New |
| Jump Financial, LLC 0.01% of their portfolio | 15.9k $1.1m | New |
| Creative Planning 0.00% of their portfolio | 15.3k $1.0m | Reduced -21.1k |
| Quad-Cities Investment Group, LLC 0.37% of their portfolio | 15.2k $1.0m | Added +1.0k |
| MCDONALD PARTNERS LLC 0.25% of their portfolio | 15.1k $1.0m | Unchanged |
| MGO ONE SEVEN LLC 0.02% of their portfolio | 15.1k $1.0m | Added +404 |