Sunoco LPSUN
13F holders, Q1 2025 (March 31)290holders +22
43new positions
22sold out
2famous investors
$57.89avg. 13F price*
At the end of Q1 2025, 290 institutions reported holding Sunoco LP (SUN) in their 13F filings, up 22 from Q4 2024. 43 opened new positions and 22 sold out. The largest holders were Alps Advisors Inc. ($1.3B), Invesco Ltd. ($532.2M) and Goldman Sachs Group Inc. ($378.7M). 2 famous investors held it, including Leon Cooperman (0.7% of Omega Advisors (Leon Cooperman)'s portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $41.9M |
| Exits | 22 | $10.8M |
All 13F filers, Q4 2024 → Q1 2025: 5,064,388 shares bought and 4,069,829 shares sold, net +994,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| Alps Advisors Inc. | 7.79% | Add +12.3% | 23,132,625 | $1.3B |
| Invesco Ltd. | 0.10% | Add +3.4% | 9,165,717 | $532.2M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -3.1% | 6,523,354 | $378.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.37% | Add +14.2% | 2,978,209 | $172.9M |
| Energy Income Partners, LLC | 2.01% | Add +2.6% | 1,810,296 | $105.1M |
| Blackstone Inc. | 0.45% | Add +30.0% | 1,754,583 | $101.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -21.3% | 1,693,243 | $98.3M |
| Tortoise Capital Advisors, L.L.C. | 0.85% | Reduce -5.2% | 1,213,616 | $70.5M |
| Morgan Stanley | 0.00% | Reduce -32.1% | 1,163,693 | $67.6M |
| UBS Group AG | 0.01% | Reduce -2.1% | 1,025,036 | $59.5M |
| Recurrent Investment Advisors LLC | 4.59% | Add +5.0% | 932,862 | $54.2M |
| Miller Howard Investments Inc. | 1.27% | Add +15.5% | 687,244 | $39.9M |
| Clearbridge Investments, LLC | 0.03% | Reduce 0.0% | 685,429 | $39.8M |
| Neuberger Berman Group LLC | 0.03% | Add +29.4% | 644,512 | $37.4M |
| Bowen Hanes & Co. Inc. | 0.97% | No change | 600,000 | $34.8M |
| Adams Asset Advisors, LLC | 4.63% | Reduce -0.4% | 569,273 | $33.1M |
| Fractal Investments LLC | 4.46% | No change | 552,768 | $32.1M |
| Raymond James Financial Inc. | 0.01% | Add +0.6% | 346,963 | $20.1M |
| Allianz Asset Management GmbH | 0.03% | Add +59.5% | 304,500 | $17.7M |
| Omega Advisors (Leon Cooperman) | 0.66% | New | 285,000 | $16.5M |
| ING Groep NV | 0.11% | Reduce -46.3% | 276,000 | $16.0M |
| HUB Investment Partners, LLC | 0.48% | Reduce -4.2% | 206,842 | $12.0M |
| Wells Fargo & Company | 0.00% | Reduce -24.1% | 189,662 | $11.0M |
| LPL Financial LLC | 0.00% | Add +3.9% | 184,925 | $10.7M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 159,128 | $9.2M |
| Bank of America Corp. | 0.00% | Reduce -36.8% | 158,973 | $9.2M |
| Kercheville Advisors, LLC | 3.65% | Add +0.0% | 154,078 | $8.9M |
| Chickasaw Capital Management LLC | 0.31% | Add +79.2% | 138,000 | $8.0M |
| Infrastructure Capital Advisors, LLC | 1.37% | Reduce -76.0% | 296,442 | $8.0M |
| Exchange Traded Concepts, LLC | 0.12% | Reduce -0.5% | 118,433 | $6.9M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -4.6% | 109,048 | $6.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -45.9% | 125,189 | $6.3M |
| Susquehanna Fundamental Investments, LLC | 0.10% | Add +34.2% | 99,688 | $5.8M |
| Stifel Financial Corp. | 0.01% | Add +47.6% | 94,984 | $5.5M |
| Summit Financial, LLC | 0.15% | Add +21.9% | 93,180 | $5.4M |
| Texas Yale Capital Corp. | 0.19% | Add +16.3% | 81,476 | $4.7M |
| First Trust Advisors LP | 0.00% | Reduce -4.0% | 79,897 | $4.6M |
| NBW Capital LLC | 0.96% | New | 74,578 | $4.3M |
| Waverly Advisors, LLC | 0.05% | New | 74,578 | $4.3M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | Add +0.2% | 72,174 | $4.2M |
| Waldron Private Wealth LLC | 0.19% | No change | 71,000 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +785.1% | 70,258 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.5% | 65,136 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +3.9% | 61,241 | $3.6M |
| Icon Advisers Inc. | 0.77% | Add +55.6% | 56,000 | $3.3M |
| Advisors Asset Management, Inc. | 0.05% | Add +3.4% | 49,523 | $2.9M |
| Glenmede Trust Co. NA | 0.01% | No change | 46,000 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -68.7% | 45,112 | $2.6M |
| BlackRock, Inc. | 0.00% | No change | 44,478 | $2.6M |
| HRT Financial LP | 0.02% | Add +4.1% | 44,256 | $2.6M |
| Barnett & Company, Inc. | 2.05% | Reduce -15.6% | 42,333 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -31.7% | 42,238 | $2.5M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -0.9% | 39,062 | $2.3M |
| Creative Planning | 0.00% | Add +40.7% | 36,601 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -30.1% | 36,551 | $2.1M |
| PARK CIRCLE Co | 1.88% | No change | 36,350 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -9.5% | 36,112 | $2.1M |
| Natixis | 0.01% | No change | 35,160 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +2.0% | 34,678 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 33,486 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 32,603 | $1.9M |
| Finer Wealth Management, Inc. | 1.12% | Add +3.4% | 32,083 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.8% | 31,834 | $1.8M |
| Ellsworth Advisors, LLC | 0.48% | New | 31,342 | $1.8M |
| Aster Capital Management (DIFC) Ltd | 0.34% | New | 30,840 | $1.8M |
| Van Eck Associates Corp. | 0.00% | Reduce -2.1% | 29,501 | $1.7M |
| Empirical Asset Management, LLC | 0.56% | Reduce -0.7% | 28,505 | $1.7M |
| Castleark Management LLC | 0.06% | Reduce -42.2% | 27,840 | $1.6M |
| Zurich Insurance Group Ltd | 0.01% | New | 27,200 | $1.6M |
| ELCO Management Co., LLC | 0.84% | Reduce -25.0% | 26,090 | $1.5M |
| Crescent Grove Advisors, LLC | 0.16% | New | 25,805 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 25,719 | $1.5M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -23.4% | 25,596 | $1.5M |
| Cascade Investment Group, Inc. | 1.14% | Reduce -2.3% | 25,475 | $1.5M |
| Dividend Assets Capital, LLC | 0.28% | Reduce -12.3% | 25,378 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.8% | 25,232 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -2.7% | 21,619 | $1.3M |
| FMR LLC | 0.00% | Reduce -11.3% | 21,259 | $1.2M |
| Duff & Phelps Investment Management Co. | 0.01% | Reduce -82.2% | 19,869 | $1.2M |
| American Financial Group Inc. | 0.50% | No change | 19,500 | $1.1M |
| CW Advisors, LLC | 0.01% | New | 19,618 | $1.1M |
| Gilman Hill Asset Management, LLC | 0.19% | No change | 18,674 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +1.7% | 18,301 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.8% | 17,624 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Add +4.8% | 17,353 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Add +2.0% | 16,622 | $965K |
| Cary Street Partners Financial LLC | 0.03% | New | 16,119 | $936K |
| Avid Wealth Partners LLC | 0.62% | No change | 15,834 | $919K |
| McDonald Partners LLC | 0.23% | Add +0.7% | 15,502 | $900K |
| MML Investors Services, LLC | 0.00% | Add +17.7% | 15,456 | $897K |
| Moors & Cabot, Inc. | 0.05% | Add +8.4% | 15,424 | $896K |
| Linscomb Wealth, Inc. | 0.04% | No change | 14,740 | $856K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.8% | 14,447 | $839K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.3% | 14,339 | $833K |
| IFG Advisory, LLC | 0.04% | No change | 13,755 | $799K |
| Spirit of America Management Corp. | 0.16% | No change | 13,500 | $784K |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.3% | 13,237 | $769K |
| M&T Bank Corp | 0.00% | No change | 13,106 | $761K |
| Quad-Cities Investment Group, LLC | 0.37% | Add +0.3% | 13,041 | $757K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.7% | 12,912 | $750K |
| Bokf, NA | 0.01% | Add +36.7% | 12,293 | $714K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -1.8% | 12,289 | $713K |
| Hilltop Holdings Inc. | 0.04% | Add +2.3% | 12,166 | $706K |
| Caprock Group, LLC | 0.02% | Add +9.8% | 12,152 | $706K |
| Orange Investment Advisors, Inc. | 0.08% | No change | 12,030 | $698K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -19.2% | 11,798 | $685K |
| M.E. Allison & Co., Inc. | 0.67% | Add +11.4% | 11,745 | $682K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 11,360 | $660K |
| International Assets Investment Management, LLC | 0.06% | Add +1.9% | 11,252 | $653K |
| Brown Advisory Inc. | 0.00% | No change | 10,973 | $637K |
| XML Financial, LLC | 0.06% | Add +0.9% | 10,945 | $635K |
| Wedbush Securities Inc. | 0.02% | Reduce -10.5% | 10,451 | $607K |
| Mgo One Seven LLC | 0.02% | Reduce -60.5% | 10,355 | $601K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -2.6% | 10,258 | $596K |
| IHT Wealth Management, LLC | 0.02% | Add +0.1% | 10,090 | $586K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -2.4% | 10,007 | $581K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 10,000 | $581K |
| BNP Paribas Financial Markets | 0.00% | New | 9,935 | $577K |
| Uhlmann Price Securities, LLC | 0.42% | Add +0.0% | 9,788 | $568K |
| Tradition Wealth Management, LLC | 0.05% | Add +0.5% | 9,784 | $568K |
| Quantum Portfolio Management LLC | 0.29% | Reduce -3.7% | 9,756 | $566K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +7.5% | 9,640 | $560K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.7% | 9,529 | $553K |
| Kayne Anderson Capital Advisors LP | 0.01% | No change | 9,431 | $548K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 9,267 | $538K |
| PSI Advisors, LLC | 0.17% | Add +0.1% | 9,210 | $535K |
| Davidson Trust Co. | 0.25% | No change | 9,000 | $523K |
| Keybank National Association | 0.00% | No change | 9,000 | $523K |
| Delta Financial Group, Inc. | 0.12% | New | 9,094 | $518K |
| EP Wealth Advisors, LLC | 0.00% | Add +2.2% | 8,590 | $499K |
| Cohen Capital Management, Inc. | 0.08% | No change | 8,210 | $477K |
| Independent Advisor Alliance | 0.02% | Add +8.6% | 8,148 | $473K |
| Oxbow Advisors, LLC | 0.05% | No change | 8,000 | $464K |
| Good Life Advisors, LLC | 0.03% | Reduce -0.3% | 7,987 | $464K |
| Ethos Financial Group, LLC | 0.04% | New | 7,777 | $452K |
| Benjamin Edwards Inc. | 0.01% | Add +0.0% | 7,741 | $449K |
| Stephens Inc. | 0.01% | New | 7,616 | $442K |
| Financial Counselors Inc. | 0.01% | Reduce -18.8% | 7,595 | $441K |
| United Advisor Group, LLC | 0.09% | Add +4.9% | 7,479 | $434K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.3% | 7,365 | $428K |
| Capital Advisors Inc. | 0.01% | Reduce -11.8% | 7,224 | $419K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -4.7% | 7,204 | $418K |
| Arkadios Wealth Advisors | 0.02% | Reduce -18.1% | 7,104 | $412K |
| Steel Grove Capital Advisors, LLC | 0.06% | No change | 7,038 | $409K |
| Security National Bank of Sioux City Iowa | 0.30% | No change | 7,000 | $406K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -6.8% | 6,930 | $402K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +51.9% | 6,884 | $400K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.3% | 6,864 | $399K |
| PFG Investments, LLC | 0.02% | Add +0.2% | 6,658 | $387K |
| Strategic Advocates LLC | 0.13% | Reduce -10.4% | 6,636 | $385K |
| Counterpoint Mutual Funds LLC | 0.05% | Add +7.5% | 6,386 | $371K |
| King Luther Capital Management Corp. | 0.00% | No change | 6,143 | $357K |
| Cary Street Partners Investment Advisory LLC | 0.20% | No change | 6,116 | $355K |
| Jane Street Group, LLC | 0.00% | Reduce -70.9% | 6,057 | $352K |
| Barr E S & Co. | 0.02% | Reduce -11.5% | 5,750 | $334K |
| Inscription Capital, LLC | 0.05% | — | 5,475 | $330K |
| Basso Capital Management, L.P. | 0.28% | No change | 5,680 | $330K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.9% | 5,641 | $328K |
| MAI Capital Management | 0.00% | Add +2.9% | 5,584 | $324K |
| L.M. Kohn & Company | 0.08% | Reduce -15.6% | 5,400 | $314K |
| Jump Financial, LLC | 0.00% | New | 5,380 | $312K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.6% | 5,262 | $306K |
| Tidal Investments LLC | 0.00% | Reduce -27.8% | 5,161 | $300K |
| Snowden Capital Advisors LLC | 0.01% | New | 5,133 | $298K |
| Sittner & Nelson, LLC | 0.12% | New | 5,000 | $290K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -6.3% | 4,995 | $290K |
| Garrett Wealth Advisory Group, LLC | 0.06% | No change | 4,933 | $286K |
| Bridges Investment Management Inc. | 0.00% | No change | 4,927 | $286K |
| Willis Investment Counsel | 0.02% | No change | 4,883 | $284K |
| Jones Financial Companies LLLP | 0.00% | Add +57.7% | 4,766 | $282K |
| World Investment Advisors | 0.01% | New | 4,800 | $279K |
| Ameritas Advisory Services, LLC | 0.01% | Add +1.1% | 4,994 | $276K |
| Crumly & Associates Inc. | 0.08% | No change | 4,711 | $274K |
| Mutual Advisors, LLC | 0.01% | No change | 4,621 | $272K |
| Carnegie Investment Counsel | 0.01% | No change | 5,205 | $271K |
| 1900 Wealth Management LLC | 0.02% | Add +0.3% | 4,640 | $269K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,639 | $269K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -18.1% | 4,534 | $268K |
| Centennial Wealth Advisory LLC | 0.10% | Add +1.5% | 4,590 | $267K |
| D.A. Davidson & Co. | 0.00% | No change | 4,531 | $263K |
| &partners | 0.00% | New | 4,440 | $263K |
| Townsquare Capital LLC | 0.00% | Add +15.8% | 4,512 | $262K |
| Northern Trust Corp. | 0.00% | Add +3.3% | 4,504 | $262K |
| Whitener Capital Management, Inc. | 0.07% | Add +0.1% | 4,500 | $261K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -10.3% | 4,462 | $259K |
| Liberty Capital Management, Inc. | 0.06% | No change | 4,384 | $255K |
| Virtus Advisers, LLC | 0.17% | New | 4,380 | $254K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 4,376 | $254K |
| CWA Asset Management Group, LLC | 0.01% | Add +2.8% | 4,334 | $252K |
| Bank of New York Mellon Corp | 0.00% | New | 4,278 | $248K |
| Independent Financial Group, LLC | 0.01% | New | 4,156 | $241K |
| Lido Advisors, LLC | 0.00% | New | 4,153 | $241K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,122 | $239K |
| Truist Financial Corp. | 0.00% | Reduce -19.1% | 4,120 | $239K |
| NFSG Corp | 0.06% | Reduce -3.4% | 4,112 | $239K |
| Cresset Asset Management, LLC | 0.00% | Reduce -63.0% | 4,109 | $239K |
| Quadrant Private Wealth Management, LLC | 0.06% | No change | 4,040 | $235K |
| Kanawha Capital Management LLC | 0.02% | New | 3,800 | $221K |
| Moneco Advisors, LLC | 0.02% | New | 3,799 | $221K |
| IPG Investment Advisors LLC | 0.05% | New | 3,760 | $218K |
| DAVENPORT & Co LLC | 0.00% | New | 3,750 | $218K |
| Summit Wealth Partners, LLC | 0.04% | New | 3,716 | $216K |
| Wealth Alliance Advisory Group, LLC | 0.04% | New | 3,654 | $212K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 3,528 | $205K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -11.3% | 3,513 | $204K |
| Alpha Cubed Investments, LLC | 0.01% | New | 3,512 | $204K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,510 | $204K |
| Retirement Income Solutions, Inc. | 0.04% | New | 3,500 | $203K |
| McIlrath & Eck, LLC | 0.02% | New | 3,429 | $199K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,080 | $179K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,000 | $174K |
| Clearstead Advisors, LLC | 0.00% | Add +95.4% | 2,867 | $166K |
| IFP Advisors, Inc | 0.01% | Add +17.1% | 2,865 | $166K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,666 | $155K |
| Farther Finance Advisors, LLC | 0.00% | Add +18.8% | 2,177 | $128K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 2,173 | $126K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 2,049 | $119K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +110.1% | 2,040 | $118K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 2,000 | $116K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +14.5% | 1,955 | $114K |
| Aventura Private Wealth, LLC | 0.06% | No change | 1,909 | $111K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,884 | $109K |
| Resources Management Corp. /CT/ | 0.01% | Reduce -10.1% | 1,780 | $103K |
| Front Row Advisors LLC | 0.03% | No change | 1,350 | $78K |
| Barclays PLC | 0.00% | Reduce -99.7% | 1,251 | $73K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +13.7% | 1,244 | $72K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,200 | $70K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,200 | $70K |
| Group One Trading LLC | 0.00% | Reduce -98.1% | 1,142 | $66K |
| Ameriflex Group, Inc. | 0.03% | New | 1,078 | $63K |
| Citadel Advisors | 0.00% | Reduce -91.7% | 1,068 | $62K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.0% | 1,058 | $61K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +936.0% | 1,036 | $60K |
| Independence Bank of Kentucky | 0.01% | No change | 1,022 | $59K |
| Bessemer Group Inc. | 0.00% | No change | 960 | $56K |
| Key Financial Inc | 0.01% | Add +1.5% | 957 | $56K |
| Allworth Financial LP | 0.00% | Reduce -46.3% | 925 | $54K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 800 | $46K |
| Compass Wealth Management LLC | 0.01% | No change | 800 | $46K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.3% | 746 | $43K |
| Parkside Financial Bank & Trust | 0.01% | No change | 704 | $41K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 700 | $41K |
| Quent Capital, LLC | 0.00% | No change | 690 | $40K |
| Parallel Advisors, LLC | 0.00% | Add +1.5% | 662 | $38K |
| Private Trust Co. NA | 0.00% | No change | 650 | $38K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 602 | $35K |
| CoreCap Advisors, LLC | 0.00% | Reduce -37.6% | 577 | $34K |
| Longfellow Investment Management Co. LLC | 0.01% | No change | 574 | $33K |
| CENTRAL TRUST Co | 0.00% | No change | 560 | $33K |
| Harbour Investments, Inc. | 0.00% | No change | 530 | $31K |
| CNB Bank | 0.01% | No change | 500 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 500 | $29K |
| Avalon Trust Co | 0.00% | No change | 500 | $29K |
| Principal Securities, Inc. | 0.00% | No change | 504 | $26K |
| Private Wealth Asset Management, LLC | 0.00% | — | 406 | $24K |
| Park Square Financial Group, LLC | 0.02% | No change | 380 | $22K |
| Cwm, LLC | 0.00% | Add +35.0% | 378 | $22K |
| Transce3nd, LLC | 0.01% | Reduce -78.5% | 376 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 330 | $19K |
| Huntington National Bank | 0.00% | Reduce -81.5% | 330 | $19K |
| First Horizon Advisors, Inc. | 0.00% | Add +7.6% | 282 | $16K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 261 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 257 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 231 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.3% | 229 | $13K |
| Rossby Financial, LCC | 0.01% | New | 200 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 205 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | New | 181 | $11K |
| Coastline Trust Co | 0.00% | No change | 180 | $10K |
| Pineridge Advisors LLC | 0.00% | Add +1.2% | 170 | $10K |
| Garde Capital, Inc. | 0.00% | New | 148 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 146 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 143 | $8K |
| Sachetta, LLC | 0.00% | No change | 135 | $8K |
| Abound Financial, LLC | 0.00% | New | 120 | $7K |
| National Bank of Canada | 0.00% | New | 103 | $6K |
| Stephens Consulting, LLC | 0.00% | New | 100 | $6K |
| Studio Investment Management LLC | 0.00% | No change | 100 | $6K |
| Assetmark, Inc. | 0.00% | No change | 100 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +326.1% | 98 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 93 | $5K |
| UMB Bank, n.a. | 0.00% | No change | 90 | $5K |
| Lanark Financial, Inc. | 0.00% | — | 100 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 79 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 67 | $4K |
| Gables Capital Management Inc. | 0.00% | No change | 40 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 33 | $2K |
| Rudius Management LP | 0.00% | No change | 33 | $2K |
| Sandy Spring Bank | 0.00% | No change | 11 | $627 |
| Hexagon Capital Partners LLC | 0.00% | No change | 9 | $523 |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.