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Sunoco (SUN) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Sunoco (TXSE:SUN)

Current
Institutional Ownership
Percentage
24.29%
Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$316.72M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$222.52M
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SUN Institutional Buying and Selling by Quarter

Sunoco Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2026Steward Partners Investment Advisory LLC5,817$424K0.0%+98.6%0.003%
11/12/2026 First Trust Advisors LP32,153$2.34M0.0%-13.5%0.016%
11/12/2026 Texas Yale Capital Corp.136,696$9.96M0.2%+1.3%0.067%
11/12/2026 Kayne Anderson Capital Advisors LP57,011$4.15M0.1%-0.7%0.028%
11/11/2026 Advisors Asset Management Inc.57,463$4.19M0.0%N/A0.028%
11/11/2026 Independent Advisor Alliance5,871$428K0.0%+4.1%0.003%
11/10/2026 Global Retirement Partners LLC9,575$698K0.0%+172.5%0.005%
11/10/2026 HighTower Advisors LLC25,677$1.87M0.0%-4.6%0.013%
11/9/2026 Virtus Advisers LLC1,629$119K0.0%N/A0.001%
11/9/2026 IFG Advisory LLC5,686$414K0.0%-58.9%0.003%
11/9/2026 AlTi Global Inc.41,700$3.04M0.1%-18.6%0.020%
11/6/2026 Moors & Cabot Inc.11,369$828K0.0%+10.4%0.006%
11/6/2026 Allworth Financial LP5,071$342K0.0%+4.1%0.002%
11/6/2026 Fifth Third Bancorp868$63K0.0%N/A0.000%
11/5/2026 Lido Advisors LLC3,523$257K0.0%-5.6%0.002%
11/4/2026 Bryn Mawr Trust Advisors LLC2,785$203K0.0%N/A0.001%
11/3/2026 Uhlmann Price Securities LLC7,513$548K0.0%-3.8%0.004%
11/3/2026 United Advisor Group LLC7,453$543K0.1%-3.5%0.004%
11/3/2026 Alps Advisors Inc.23,323,043$1.70B7.5%-4.6%11.387%
11/3/2026 International Assets Investment Management LLC10,743$801K0.0%-2.1%0.005%
11/3/2026 Waldron Private Wealth LLC61,000$4.45M0.2%-14.1%0.030%
11/3/2026 Arrow Investment Advisors LLC3,660$267K0.2%+15.9%0.002%
11/2/2026 Kestra Advisory Services LLC53,305$3.88M0.0%+8.6%0.026%
11/2/2026 Commonwealth Equity Services LLC31,244$2.28M0.0%-2.7%0.015%
10/30/2026 Compass Financial Management LLC607$44K0.0%-24.8%0.000%
10/29/2026 Vise Technologies Inc.3,262$238K0.0%N/A0.002%
10/29/2026 Americana Partners LLC2,838$207K0.0%N/A0.001%
10/29/2026 State of Wyoming1,859$135K0.0%-40.4%0.001%
10/28/2026 International Assets Investment Management LLC300,000$21.86M0.2%+2,633.2%0.146%
10/28/2026 Soltis Investment Advisors LLC3,933$287K0.0%N/A0.002%
10/27/2026 Oakworth Capital Inc.2,340$171K0.0%N/A0.001%
10/26/2026 Oppenheimer & Co. Inc.13,910$1.01M0.0%+83.7%0.007%
10/24/2026 Apollon Wealth Management LLC21,638$1.58M0.0%-2.3%0.011%
10/24/2026 Sigma Planning Corp10,336$753K0.0%-15.5%0.005%
10/23/2026 Wedbush Securities Inc.5,951$434K0.0%-2.6%0.003%
10/22/2026 Compass Wealth Management LLC800$58K0.0%N/A0.000%
10/22/2026 Crescent Grove Advisors LLC36,864$2.69M0.2%-12.0%0.018%
10/20/2026 Genesee Capital Advisors LLC3,673$268K0.1%-25.9%0.002%
10/19/2026 Kercheville Advisors LLC160,087$11.67M3.2%+0.6%0.078%
10/17/2026 IFP Advisors Inc1,760$128K0.0%+59.9%0.001%
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10/17/2026 Counterpoint Mutual Funds LLC123,413$8.99M0.7%N/A0.060%
10/16/2026 TD Waterhouse Canada Inc.978$73K0.0%+198.2%0.000%
10/15/2026 WealthPLAN Partners LLC5,850$426K0.1%-15.0%0.003%
10/14/2026 Ulland Investment Advisors LLC7,000$510K0.4%+8.5%0.003%
10/13/2026 Cascade Investment Group Inc.21,430$1.56M0.9%-0.7%0.010%
10/8/2026 Avidian Wealth Enterprises LLC7,251$528K0.0%-3.2%0.004%
10/8/2026 Chickasaw Capital Management LLC182,535$13.30M0.5%-5.2%0.089%
9/23/2026Envestnet Asset Management Inc.82,908$5.60M0.0%+12.5%0.040%
9/9/2026Tidal Investments LLC3,606$243K0.0%N/A0.002%
9/9/2026Integrated Wealth Concepts LLC2,818$190K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC31,305$2.11M0.0%+185.0%0.015%
9/9/2026 IFP Advisors Inc1,101$74K0.0%-36.8%0.001%
9/8/2026 Allworth Financial LP4,871$329K0.0%-5.3%0.002%
9/8/2026Waverly Advisors LLC133,448$9.01M0.1%+1.1%0.065%
9/2/2026Allianz Asset Management GmbH369,073$24.91M0.0%+12.4%0.180%
8/27/2026Corient Private Wealth LP7,202$486K0.0%N/A0.004%
8/26/2026 HighTower Advisors LLC26,912$1.82M0.0%+28.0%0.013%
8/23/2026 Ameritas Advisory Services LLC7,230$488K0.0%N/A0.004%
8/22/2026 Compass Financial Management LLC807$60K0.0%N/A0.000%
8/20/2026 Sigma Planning Corp12,233$826K0.0%-5.1%0.006%
8/20/2026 Benjamin Edwards Inc.7,589$512K0.0%-3.9%0.004%
8/20/2026 Wedbush Securities Inc.6,110$412K0.0%+2.8%0.003%
8/19/2026Van ECK Associates Corp25,709$1.74M0.0%-51.7%0.013%
8/12/2026 Compass Financial Management LLC807$60K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp7,887$532K0.0%N/A0.004%
7/24/2026 Avidian Wealth Enterprises LLC7,490$506K0.0%+8.3%0.004%
7/24/2026 Benjamin Edwards Inc.7,589$512K0.0%-3.9%0.004%
7/24/2026 Cascade Investment Group Inc.21,580$1.46M0.8%-1.4%0.011%
7/23/2026 PFG Investments LLC5,951$402K0.0%+4.1%0.003%
7/22/2026 Exchange Traded Concepts LLC106,281$7.17M0.0%-11.9%0.052%
7/21/2026 IFP Advisors Inc1,101$74K0.0%-36.8%0.001%
7/10/2026 Fruth Investment Management3,000$202K0.0%N/A0.001%
7/10/2026 Wealthcare Advisory Partners LLC6,007$405K0.0%-34.0%0.003%
7/9/2026 Focus Financial Network Inc.16,594$1.12M0.0%-1.7%0.008%
7/7/2026 Quad Cities Investment Group LLC15,230$1.03M0.4%+7.3%0.007%
6/18/2026 Western Wealth Management LLC2,119$138K0.0%N/A0.001%
6/3/2026NewEdge Advisors LLC10,986$714K0.0%+44.0%0.005%
5/26/2026Glenmede Trust Co. NA35,000$2.27M0.0%-9.8%0.017%
5/19/2026 Western Wealth Management LLC2,119$138K0.0%N/A0.001%
5/19/2026NewEdge Advisors LLC8,704$565K0.0%+14.1%0.004%
5/19/2026Bank of America Corp DE204,609$13.29M0.0%+32.0%0.100%
5/18/2026Royal Bank of Canada190,474$12.38M0.0%+7.2%0.093%
5/18/2026Recurrent Investment Advisors LLC1,027,877$66.78M4.0%+51.5%0.502%
5/18/2026Energy Income Partners LLC1,901,251$123.52M2.0%-2.8%0.928%
5/16/2026Infrastructure Capital Advisors LLC972,935$63.21M4.4%+34.1%0.475%
5/16/2026Quantinno Capital Management LP9,491$617K0.0%-10.9%0.005%
5/15/2026Gateway Wealth Partners LLC3,500$227K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC132,058$8.58M0.1%+5.3%0.064%
5/14/2026 Lido Advisors LLC6,118$397K0.0%N/A0.003%
5/13/2026Cetera Investment Advisers62,560$4.07M0.0%+15.1%0.031%
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5/13/2026 First Trust Advisors LP40,503$2.63M0.0%-28.2%0.020%
5/8/2026 PNC Financial Services Group Inc.16,899$1.10M0.0%+3.4%0.008%
5/8/2026 Cassaday & Co Wealth Management LLC1,196$78K0.0%N/A0.001%
5/7/2026Legacy Wealth Advisors LLC3,284$213K0.1%N/A0.002%
5/7/2026 Crescent Grove Advisors LLC26,869$1.75M0.2%N/A0.013%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC56,800$3.69M0.6%+7,000.0%0.028%
5/6/2026 Independent Financial Group LLC5,608$364K0.0%N/A0.003%
5/5/2026 Bank of New York Mellon Corp10,026$651K0.0%+68.7%0.005%
5/5/2026Sanctuary Advisors LLC154,713$10.05M0.1%+19.6%0.076%
5/1/2026 Midwest Trust Co8,482$551K0.0%+11.7%0.004%


SUN Institutional Ownership - Frequently Asked Questions

During the previous two years, 261 institutional investors and hedge funds held shares of Sunoco. The most heavily invested institutionals were Alps Advisors Inc. ($1.70B), Invesco Ltd. ($463.65M), Goldman Sachs Group Inc. ($307.21M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($159.01M), Energy Income Partners LLC ($123.52M), Morgan Stanley ($85.92M), and JPMorgan Chase & Co. ($85.23M).Learn more on Sunoco's institutional investors.

24.29% of Sunoco's stock is owned by institutional investors. Learn more on SUN's institutional investor holdings.

Of the 214 institutional investors that purchased Sunoco's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alps Advisors Inc. ($3.90M), JPMorgan Chase & Co. ($1.64M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($871.95K), Raymond James Financial Inc. ($726.90K), Morgan Stanley ($617.70K), Barclays PLC ($615.70K), and Recurrent Investment Advisors LLC ($570.07K).

Institutional investors have bought a total of 5,599,142 shares in the last 24 months. This purchase volume represents approximately $316.72M in transactions.

Of the 72 institutional investors that sold Sunoco's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alps Advisors Inc. ($1.11M), Tortoise Capital Advisors L.L.C. ($656.24K), Goldman Sachs Group Inc. ($534.03K), JPMorgan Chase & Co. ($328.36K), Recurrent Investment Advisors LLC ($255.51K), Invesco Ltd. ($144.63K), and Neuberger Berman Group LLC ($125.17K).

Institutional investors have sold a total of 3,775,306 shares in the last 24 months. This volume of shares sold represents approximately $222.52M in transactions.


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Institutional ownership data for TXSE:SUN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/13/2026. New 13F filings are added each quarter as they're published.
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