Sunoco LPSUN
13F holders, Q2 2024 (June 30)273holders +64
82new positions
18sold out
1famous investor
$56.48avg. 13F price*
At the end of Q2 2024, 273 institutions reported holding Sunoco LP (SUN) in their 13F filings, up 64 from Q1 2024. 82 opened new positions and 18 sold out. The largest holders were Alps Advisors Inc. ($1.1B), Invesco Ltd. ($480.6M) and Goldman Sachs Group Inc. ($378.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sunoco LP
- CUSIP
- 86765K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $85.2M |
| Exits | 18 | $18.9M |
All 13F filers, Q1 2024 → Q2 2024: 33,768,896 shares bought and 428,115 shares sold, net +33,340,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Alps Advisors Inc. | 7.30% | Add +94.3% | 18,812,738 | $1.1B |
| Invesco Ltd. | 0.10% | Add +1735.1% | 8,500,432 | $480.6M |
| Goldman Sachs Group Inc. | 0.07% | Add +205.2% | 6,699,996 | $378.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.55% | — | 4,099,360 | $231.8M |
| JPMorgan Chase & Co. | 0.01% | Add +308.6% | 1,736,209 | $98.2M |
| Blackstone Inc. | 0.40% | Add +36.2% | 1,606,133 | $90.8M |
| Morgan Stanley | 0.01% | Add +209.4% | 1,412,971 | $79.9M |
| Tortoise Capital Advisors, L.L.C. | 1.01% | Add +26345.6% | 1,351,368 | $76.4M |
| Infrastructure Capital Advisors, LLC | 9.35% | Add +1625.2% | 1,055,168 | $59.7M |
| UBS Group AG | 0.02% | Add +78.5% | 978,171 | $55.3M |
| Energy Income Partners, LLC | 1.23% | Add +459.7% | 974,175 | $55.1M |
| Clearbridge Investments, LLC | 0.03% | Add +176.6% | 700,229 | $39.6M |
| FMR LLC | 0.00% | Add +3237.6% | 697,595 | $39.4M |
| Fractal Investments LLC | 6.62% | Add +178.0% | 672,682 | $38.0M |
| Recurrent Investment Advisors LLC | 3.98% | Add +226.4% | 668,593 | $37.8M |
| Bowen Hanes & Co. Inc. | 0.94% | No change | 600,000 | $33.9M |
| Miller Howard Investments Inc. | 1.09% | Add +33.4% | 583,323 | $33.0M |
| Adams Asset Advisors, LLC | 4.34% | Add +82.3% | 571,538 | $32.3M |
| Wells Fargo & Company | 0.01% | Add +23.7% | 518,286 | $29.3M |
| Bank of America Corp. | 0.00% | Add +362.8% | 495,788 | $28.0M |
| Citigroup Inc. | 0.02% | Add +183.2% | 435,977 | $24.7M |
| Neuberger Berman Group LLC | 0.01% | New | 314,295 | $17.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +42.8% | 276,829 | $15.7M |
| Susquehanna International Group, LLP | 0.03% | Add +944.7% | 264,891 | $15.0M |
| HUB Investment Partners, LLC | 0.66% | Add +1.5% | 242,253 | $13.7M |
| LPL Financial LLC | 0.01% | Add +43.2% | 226,995 | $12.8M |
| BNP Paribas Financial Markets | 0.01% | Add +205.8% | 218,077 | $12.3M |
| Captrust Financial Advisors | 0.03% | New | 189,048 | $10.7M |
| Kercheville Advisors, LLC | 3.78% | New | 154,033 | $8.7M |
| Royal Bank of Canada | 0.00% | Add +49.9% | 148,422 | $8.4M |
| Exchange Traded Concepts, LLC | 0.17% | Add +108.0% | 119,677 | $6.8M |
| Brookfield Corp | 0.04% | New | 103,524 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | — | 86,297 | $4.9M |
| Raymond James & Associates | 0.00% | Reduce -7.0% | 79,123 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +217.8% | 76,073 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.4% | 69,774 | $3.9M |
| Texas Yale Capital Corp. | 0.18% | Add +170.3% | 65,676 | $3.7M |
| First Trust Advisors LP | 0.00% | Add +57.3% | 61,170 | $3.5M |
| Nomura Holdings Inc. | 0.02% | New | 60,000 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +545.8% | 59,004 | $3.3M |
| Group One Trading LLC | 0.10% | New | 58,598 | $3.3M |
| Chickasaw Capital Management LLC | 0.14% | New | 57,600 | $3.3M |
| Barnett & Company, Inc. | 2.15% | Reduce -1.3% | 52,883 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +40.8% | 52,064 | $2.9M |
| Waldron Private Wealth LLC | 0.13% | No change | 50,000 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Add +685.8% | 48,248 | $2.7M |
| Castleark Management LLC | 0.11% | Add +50.9% | 48,190 | $2.7M |
| Apollon Wealth Management, LLC | 0.08% | Add +3.3% | 44,013 | $2.5M |
| Wolverine Trading, LLC | 0.03% | New | 37,493 | $2.1M |
| PARK CIRCLE Co | 2.03% | No change | 36,350 | $2.1M |
| Van Eck Associates Corp. | 0.00% | New | 36,313 | $2.1M |
| Natixis | 0.01% | New | 35,160 | $2.0M |
| CoreCap Advisors, LLC | 0.21% | Add +7.2% | 35,011 | $2.0M |
| Empirical Asset Management, LLC | 0.74% | Reduce -1.3% | 34,983 | $2.0M |
| Mariner, LLC | 0.00% | Add +171.9% | 34,379 | $1.9M |
| Westwood Holdings Group Inc. | 0.02% | New | 33,396 | $1.9M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | Reduce -38.4% | 32,909 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.2% | 31,070 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +39.6% | 30,901 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +1.0% | 29,188 | $1.7M |
| Cascade Investment Group, Inc. | 1.28% | Reduce -4.2% | 29,030 | $1.6M |
| Dividend Assets Capital, LLC | 0.33% | Add +82.6% | 28,948 | $1.6M |
| SpiderRock Advisors, LLC | 0.04% | New | 27,825 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +111.0% | 27,641 | $1.6M |
| Spirit of America Management Corp. | 0.32% | No change | 27,555 | $1.6M |
| Finer Wealth Management, Inc. | 0.99% | Add +5.8% | 27,084 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +2.4% | 26,291 | $1.5M |
| Quantum Portfolio Management LLC | 0.85% | Add +6.5% | 26,100 | $1.5M |
| Creative Planning | 0.00% | Reduce -5.8% | 26,018 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.3% | 25,473 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.1% | 25,460 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +30.6% | 25,057 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +44.3% | 24,688 | $1.4M |
| ELCO Management Co., LLC | 0.79% | Reduce -0.5% | 24,096 | $1.4M |
| US Bancorp \de | 0.00% | Add +0.5% | 22,226 | $1.3M |
| Gateway Advisory, LLC | 0.21% | New | 21,607 | $1.2M |
| Bramshill Investments, LLC | 0.13% | Add +107.7% | 20,858 | $1.2M |
| Kayne Anderson Capital Advisors LP | 0.03% | Add +37.5% | 19,520 | $1.1M |
| American Financial Group Inc. | 0.50% | Add +25.8% | 19,500 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | New | 19,500 | $1.1M |
| Duff & Phelps Investment Management Co. | 0.01% | New | 18,935 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.1% | 18,923 | $1.1M |
| Gilman Hill Asset Management, LLC | 0.19% | New | 18,674 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -20.2% | 18,518 | $1.0M |
| BlackRock Inc. | 0.00% | New | 16,653 | $942K |
| Focus Financial Network, Inc. | 0.04% | Add +5.8% | 16,070 | $939K |
| XTX Topco Ltd | 0.08% | New | 15,732 | $889K |
| McDonald Partners LLC | 0.23% | Add +2.6% | 15,388 | $870K |
| Corient Private Wealth LP | 0.00% | Reduce -12.7% | 15,318 | $866K |
| XML Financial, LLC | 0.09% | Add +1.1% | 15,209 | $860K |
| AE Wealth Management LLC | 0.01% | New | 14,780 | $836K |
| Linscomb Wealth, Inc. | 0.04% | New | 14,740 | $833K |
| IFG Advisory, LLC | 0.05% | New | 13,951 | $789K |
| M&T Bank Corp | 0.00% | New | 13,626 | $770K |
| Quad-Cities Investment Group, LLC | 0.43% | Add +2.2% | 13,624 | $770K |
| Institutional & Family Asset Management, LLC | 0.12% | New | 13,538 | $765K |
| Baker Avenue Asset Management, LP | 0.03% | No change | 13,000 | $735K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.2% | 12,895 | $729K |
| Moors & Cabot, Inc. | 0.04% | New | 12,347 | $698K |
| Orange Investment Advisors, Inc. | 0.09% | No change | 12,000 | $692K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.2% | 12,185 | $689K |
| Avantax Advisory Services, Inc. | 0.00% | Add +52.8% | 11,837 | $669K |
| Baldwin Wealth Partners LLC | 0.05% | Add +8.2% | 11,360 | $642K |
| True North Advisors, LLC | 0.17% | Add +207.4% | 11,116 | $628K |
| Brookstone Capital Management | 0.01% | Reduce -0.2% | 10,660 | $623K |
| Brown Advisory Inc. | 0.00% | Add +152.7% | 10,973 | $620K |
| Wedbush Securities Inc. | 0.02% | Add +2.1% | 10,553 | $597K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +5.8% | 10,447 | $591K |
| International Assets Investment Management, LLC | 0.06% | Add +6.5% | 10,344 | $585K |
| Inscription Capital, LLC | 0.09% | Add +86.3% | 10,198 | $577K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,176 | $575K |
| Independent Advisor Alliance | 0.02% | Add +55.1% | 9,729 | $550K |
| Hilltop Holdings Inc. | 0.06% | New | 9,644 | $545K |
| Financial Counselors Inc. | 0.01% | Add +21.3% | 9,606 | $543K |
| Crescent Grove Advisors, LLC | 0.06% | New | 9,560 | $541K |
| PSI Advisors, LLC | 0.17% | Reduce -1.4% | 9,557 | $540K |
| Avidian Wealth Enterprises, LLC | 0.03% | New | 9,510 | $538K |
| IHT Wealth Management, LLC | 0.02% | Add +3.9% | 9,382 | $530K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +2.5% | 9,325 | $527K |
| Keybank National Association | 0.00% | New | 9,164 | $518K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -2.8% | 9,122 | $516K |
| Davidson Trust Co. | 0.35% | No change | 9,000 | $509K |
| Bokf, NA | 0.01% | New | 8,993 | $508K |
| Steele Capital Management, Inc. | 0.03% | No change | 8,932 | $505K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +27.2% | 8,888 | $503K |
| United Advisor Group, LLC | 0.15% | Reduce -0.8% | 8,564 | $484K |
| Good Life Advisors, LLC | 0.04% | Add +4.9% | 8,352 | $472K |
| EP Wealth Advisors, LLC | 0.01% | Add +3.7% | 8,296 | $469K |
| Simplex Trading, LLC | 0.01% | Add +307.8% | 8,258 | $466K |
| Cohen Capital Management, Inc. | 0.08% | New | 8,210 | $464K |
| Oxbow Advisors, LLC | 0.06% | New | 8,169 | $462K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 8,000 | $452K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +18.4% | 7,891 | $446K |
| Kingsview Wealth Management, LLC | 0.01% | Add +133.8% | 7,779 | $440K |
| Barr E S & Co. | 0.03% | No change | 7,775 | $440K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +6.8% | 7,741 | $438K |
| D.A. Davidson & Co. | 0.00% | Add +63.5% | 7,672 | $434K |
| WealthPLAN Partners, LLC | 0.05% | Add +0.1% | 7,536 | $426K |
| State of Wyoming | 0.07% | Add +39.1% | 7,484 | $423K |
| Steel Grove Capital Advisors, LLC | 0.06% | New | 7,302 | $413K |
| NewEdge Advisors, LLC | 0.00% | Add +7.5% | 7,025 | $397K |
| Security National Bank of Sioux City Iowa | 0.29% | No change | 7,000 | $396K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,988 | $395K |
| Oppenheimer & Co. Inc. | 0.01% | New | 6,948 | $393K |
| Jump Financial, LLC | 0.01% | Reduce -7.1% | 6,698 | $379K |
| PFG Investments, LLC | 0.03% | Add +0.5% | 6,594 | $373K |
| Tidal Investments LLC | 0.01% | New | 6,492 | $367K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -0.1% | 6,473 | $366K |
| Atria Investments, Inc | 0.00% | New | 6,263 | $354K |
| King Luther Capital Management Corp. | 0.00% | New | 6,233 | $352K |
| HighPoint Advisor Group LLC | 0.02% | Add +45.6% | 6,384 | $352K |
| L.M. Kohn & Company | 0.09% | Reduce -1.6% | 6,200 | $351K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 6,116 | $346K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -64.7% | 6,000 | $339K |
| Sendero Wealth Management, LLC | 0.06% | New | 5,994 | $339K |
| Americana Partners, LLC | 0.03% | No change | 5,838 | $330K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -1.6% | 5,833 | $330K |
| Truist Financial Corp. | 0.00% | Reduce -21.3% | 5,832 | $330K |
| Motco | 0.02% | New | 5,760 | $326K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 5,756 | $325K |
| MML Investors Services, LLC | 0.00% | Reduce -52.7% | 5,546 | $314K |
| Carnegie Investment Counsel | 0.01% | Add +15.1% | 5,354 | $303K |
| Guggenheim Capital LLC | 0.00% | New | 5,272 | $298K |
| Capital Advisors Inc. | 0.01% | New | 5,159 | $292K |
| Keeley-Teton Advisors, LLC | 0.04% | No change | 5,000 | $283K |
| Arrow Investment Advisors, LLC | 0.26% | New | 4,998 | $283K |
| Crumly & Associates Inc. | 0.08% | New | 4,953 | $280K |
| Bridges Investment Management Inc. | 0.00% | New | 4,927 | $279K |
| Willis Investment Counsel | 0.02% | No change | 4,883 | $276K |
| Basso Capital Management, L.P. | 0.25% | New | 4,880 | $276K |
| Whitener Capital Management, Inc. | 0.08% | New | 4,760 | $269K |
| Raymond James Trust N.A. | 0.01% | Add +24.6% | 4,716 | $267K |
| MAI Capital Management | 0.00% | Reduce -3.3% | 4,621 | $261K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +34.2% | 4,617 | $261K |
| Mutual Advisors, LLC | 0.01% | Add +5.7% | 4,621 | $252K |
| Arkadios Wealth Advisors | 0.02% | Add +6.8% | 4,441 | $251K |
| Northern Trust Corp. | 0.00% | Add +24.4% | 4,410 | $249K |
| Liberty Capital Management, Inc. | 0.06% | New | 4,384 | $248K |
| Virtus Investment Advisers, LLC | 0.23% | No change | 4,380 | $248K |
| Centennial Wealth Advisory LLC | 0.11% | Add +2.4% | 4,376 | $247K |
| SVB Wealth LLC | 0.01% | Add +2.6% | 4,227 | $239K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,167 | $236K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +573.8% | 4,164 | $235K |
| DAVENPORT & Co LLC | 0.00% | Reduce -11.0% | 4,050 | $229K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 4,040 | $228K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 3,997 | $226K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.9% | 3,902 | $221K |
| GTS Securities LLC | 0.00% | New | 3,829 | $216K |
| Kanawha Capital Management LLC | 0.02% | No change | 3,800 | $215K |
| IPG Investment Advisors LLC | 0.05% | No change | 3,760 | $213K |
| Bison Wealth, LLC | 0.03% | No change | 3,498 | $211K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.8% | 3,705 | $209K |
| Wealth Alliance Advisory Group, LLC | 0.05% | New | 3,654 | $207K |
| World Investment Advisors | 0.01% | New | 3,600 | $204K |
| NFSG Corp | 0.07% | Reduce -4.1% | 3,403 | $192K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,000 | $170K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,666 | $151K |
| Resources Management Corp. /CT/ | 0.02% | New | 2,240 | $127K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.05% | No change | 2,000 | $113K |
| Icon Wealth Advisors, LLC | 0.01% | New | 2,049 | $113K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +18.9% | 1,884 | $103K |
| HHM Wealth Advisors, LLC | 0.01% | New | 1,650 | $93K |
| Clearstead Advisors, LLC | 0.00% | New | 1,467 | $83K |
| Front Row Advisors LLC | 0.03% | Add +80.0% | 1,350 | $76K |
| Jones Financial Companies LLLP | 0.00% | Add +465.5% | 1,329 | $75K |
| IFP Advisors, Inc | 0.00% | New | 1,295 | $73K |
| Estabrook Capital Management | 0.01% | No change | 1,250 | $71K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,200 | $68K |
| Bessemer Group Inc. | 0.00% | New | 1,142 | $65K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,094 | $62K |
| Sunbelt Securities, Inc. | 0.01% | Add +22.7% | 1,081 | $61K |
| Quent Capital, LLC | 0.01% | Add +21.7% | 1,031 | $58K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +684.4% | 1,004 | $57K |
| Allworth Financial LP | 0.00% | Add +40.3% | 982 | $57K |
| Register Financial Advisors LLC | 0.03% | Add +1.6% | 928 | $52K |
| Key Financial Inc | 0.01% | Add +1.7% | 912 | $52K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 901 | $51K |
| Global Retirement Partners, LLC | 0.00% | New | 845 | $48K |
| Redwood Wealth Management Group, LLC | 0.03% | New | 810 | $46K |
| Compass Wealth Management LLC | 0.01% | No change | 800 | $45K |
| Parkside Financial Bank & Trust | 0.01% | New | 784 | $44K |
| Harbour Investments, Inc. | 0.00% | Reduce -24.8% | 731 | $41K |
| Principal Securities, Inc. | 0.00% | Add +49.5% | 677 | $38K |
| First Horizon Advisors, Inc. | 0.00% | New | 666 | $38K |
| Private Trust Co. NA | 0.00% | No change | 650 | $37K |
| Coppell Advisory Solutions LLC | 0.01% | — | 650 | $37K |
| Parallel Advisors, LLC | 0.00% | Add +1.4% | 634 | $36K |
| Longfellow Investment Management Co. LLC | 0.01% | New | 574 | $32K |
| CENTRAL TRUST Co | 0.00% | New | 560 | $32K |
| CNB Bank | 0.01% | No change | 500 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 500 | $28K |
| Avalon Trust Co | 0.00% | No change | 500 | $28K |
| Avior Wealth Management, LLC | 0.00% | No change | 500 | $28K |
| Signaturefd, LLC | 0.00% | Add +466.7% | 425 | $24K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 330 | $19K |
| Huntington National Bank | 0.00% | Reduce -37.7% | 330 | $19K |
| Cypress Capital, LLC | 0.00% | New | 305 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | Add +50.0% | 300 | $17K |
| Naples Money Management LLC | 0.01% | No change | 280 | $16K |
| Caldwell Sutter Capital, Inc. | 0.01% | New | 261 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 257 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.4% | 218 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | New | 200 | $11K |
| RFP Financial Group LLC | 0.00% | New | 200 | $11K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -47.6% | 198 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 163 | $9K |
| Pineridge Advisors LLC | 0.00% | Add +1.3% | 162 | $9K |
| Eagle Bay Advisors LLC | 0.01% | Add +101.3% | 161 | $9K |
| ORG Partners LLC | 0.00% | New | 160 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | New | 146 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 143 | $8K |
| Sachetta, LLC | 0.00% | No change | 135 | $7K |
| Headlands Technologies LLC | 0.00% | Reduce -39.7% | 120 | $7K |
| Cwm, LLC | 0.00% | Add +1.9% | 106 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -71.4% | 100 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +75.5% | 93 | $5K |
| UMB Bank, n.a. | 0.00% | New | 90 | $5K |
| Lanark Financial, Inc. | 0.00% | New | 100 | $5K |
| Hilltop National Bank | 0.00% | New | 80 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 79 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.0% | 76 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 67 | $4K |
| Barclays PLC | 0.00% | Reduce -99.5% | 48 | $3K |
| Gables Capital Management Inc. | 0.00% | New | 40 | $2K |
| Venturi Wealth Management, LLC | 0.00% | New | 36 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 33 | $2K |
| Rudius Management LP | 0.00% | No change | 33 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 28 | $2K |
| Citadel Advisors | 0.00% | New | 27 | $2K |
| Strategic Financial Concepts, LLC | 0.00% | New | 68,194 | $1K |
| Kelly Financial Services LLC | 0.00% | No change | 14 | $796 |
| Sandy Spring Bank | 0.00% | No change | 10 | $583 |
| Hexagon Capital Partners LLC | 0.00% | No change | 9 | $509 |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.