Sunoco LP (SUN) — Institutional Holders, Q2 2026 (page 3)
306 institutional investment managers reported a SUN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SUN 13F holders ranked 201–300 of 306
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Atria Investments#201 · 3,873 sh | 3,873 | $261.4K | — | New |
| 202 | MONECO Advisors#202 · 3,805 sh | 3,805 | $256.8K | 0.02% | +0.9% |
| 203 | KANAWHA CAPITAL MANAGEMENT#203 · 3,800 sh | 3,800 | $256.5K | — | 0.0% |
| 204 | BLAIR WILLIAM#204 · 3,775 sh | 3,775 | $254.8K | <0.01% | +0.3% |
| 205 | Inscription Capital#205 · 3,740 sh | 3,740 | $252.4K | 0.02% | 0.0% |
| 206 | Clearstead Advisors#206 · 3,736 sh | 3,736 | $252.2K | <0.01% | 0.0% |
| 207 | Lido Advisors#207 · 3,733 sh | 3,733 | $252.0K | <0.01% | -39.0% |
| 208 | PERRYMAN FINANCIAL ADVISORY#208 · 3,732 sh | 3,732 | $251.9K | — | 0.0% |
| 209 | Stonebridge Financial Group#209 · 3,721 sh | 3,721 | $251.0K | 0.03% | — |
| 210 | Summit Wealth Partners#210 · 3,716 sh | 3,716 | $250.8K | 0.04% | 0.0% |
| 211 | NORTHERN#211 · 3,706 sh | 3,706 | $250.2K | 0.00% | 0.0% |
| 212 | Tyche Wealth Partners#212 · 3,705 sh | 3,705 | $250.1K | 0.04% | 0.0% |
| 213 | KESTRA PRIVATE WEALTH SERVICES#213 · 3,670 sh | 3,670 | $247.8K | <0.01% | New |
| 214 | GREAT VALLEY ADVISOR GROUP#214 · 3,661 sh | 3,661 | $246.6K | <0.01% | +0.6% |
| 215 | Wealth Alliance Advisory Group#215 · 3,654 sh | 3,654 | $246.6K | — | 0.0% |
| 216 | First Capital Management L.P.#216 · 3,652 sh | 3,652 | $246.5K | 0.01% | -5.3% |
| 217 | Clark Capital Management Group#217 · 3,619 sh | 3,619 | $244.3K | <0.01% | -34.2% |
| 218 | Toroso Investments#218 · 3,606 sh | 3,606 | $243.4K | <0.01% | New |
| 219 | PEAPACK GLADSTONE FINANCIAL#219 · 3,540 sh | 3,540 | $239.0K | <0.01% | 0.0% |
| 220 | DAVENPORT#220 · 3,540 sh | 3,540 | $238.9K | — | 0.0% |
| 221 | Global Retirement Partners#221 · 3,514 sh | 3,514 | $237.2K | <0.01% | — |
| 222 | Roundview Capital#222 · 3,513 sh | 3,513 | $237.1K | 0.01% | New |
| 223 | BARR E S#223 · 3,500 sh | 3,500 | $236.3K | 0.01% | 0.0% |
| 224 | Foster Victor Wealth Advisors#224 · 3,087 sh | 3,087 | $223.3K | — | New |
| 225 | XML Financial#225 · 3,300 sh | 3,300 | $222.8K | 0.02% | 0.0% |
| 226 | Legacy Wealth Advisors#226 · 3,284 sh | 3,284 | $221.7K | 0.10% | 0.0% |
| 227 | Cyndeo Wealth Partners#227 · 3,171 sh | 3,171 | $214.0K | — | 0.0% |
| 228 | Arrow Investment Advisors#228 · 3,159 sh | 3,159 | $213.2K | 0.21% | -1.4% |
| 229 | NOVARE CAPITAL MANAGEMENT#229 · 3,140 sh | 3,140 | $211.9K | 0.01% | 0.0% |
| 230 | State of Wyoming#230 · 3,120 sh | 3,120 | $210.6K | 0.02% | New |
| 231 | STEPHENS#231 · 3,022 sh | 3,022 | $204.0K | <0.01% | New |
| 232 | HOURGLASS CAPITAL#232 · 3,003 sh | 3,003 | $202.7K | — | New |
| 233 | Anchor Investment Management#233 · 3,000 sh | 3,000 | $202.5K | 0.02% | 0.0% |
| 234 | Fruth Investment Management#234 · 3,000 sh | 3,000 | $202.0K | — | New |
| 235 | Quantum Private Wealth#235 · 2,982 sh | 2,982 | $201.3K | — | New |
| 236 | AMERICAN NATIONAL BANK#236 · 2,964 sh | 2,964 | $200.1K | — | 0.0% |
| 237 | Steward Partners Investment Advisory#237 · 2,929 sh | 2,929 | $197.7K | <0.01% | +8.2% |
| 238 | Integrated Wealth Concepts#238 · 2,818 sh | 2,818 | $190.2K | <0.01% | New |
| 239 | HARBOUR INVESTMENTS#239 · 2,779 sh | 2,779 | $187.6K | <0.01% | 0.0% |
| 240 | SALEM INVESTMENT COUNSELORS#240 · 2,666 sh | 2,666 | $180.0K | — | 0.0% |
| 241 | Parkside Financial Bank#241 · 2,622 sh | 2,622 | $177.0K | <0.01% | +100.0% |
| 242 | Hilton Head Capital Partners#242 · 2,388 sh | 2,388 | $161.2K | — | +2.8% |
| 243 | HUNTINGTON NATIONAL BANK#243 · 2,199 sh | 2,199 | $148.4K | <0.01% | +83.4% |
| 244 | Farmers & Merchants of Chambersburg PA#244 · 2,000 sh | 2,000 | $135.0K | — | 0.0% |
| 245 | Caitlin John#245 · 1,943 sh | 1,943 | $131.1K | 0.07% | -12.0% |
| 246 | Aventura Private Wealth#246 · 1,909 sh | 1,909 | $128.9K | 0.04% | 0.0% |
| 247 | Chung Wu Investment Group#247 · 1,800 sh | 1,800 | $121.5K | 0.08% | 0.0% |
| 248 | Front Row Advisors#248 · 1,350 sh | 1,350 | $99.0K | 0.03% | 0.0% |
| 249 | Farther Finance Advisors#249 · 1,415 sh | 1,415 | $95.5K | — | +0.3% |
| 250 | Johnson Financial Group#250 · 1,200 sh | 1,200 | $81.0K | <0.01% | 0.0% |
| 251 | HHM Wealth Advisors#251 · 1,200 sh | 1,200 | $81.0K | <0.01% | 0.0% |
| 252 | Cassaday & Wealth Management#252 · 1,196 sh | 1,196 | $80.7K | <0.01% | 0.0% |
| 253 | IFP Advisors#253 · 1,101 sh | 1,101 | $74.3K | — | -36.8% |
| 254 | Quent Capital#254 · 1,075 sh | 1,075 | $72.6K | <0.01% | 0.0% |
| 255 | Key FInancial#255 · 1,036 sh | 1,036 | $69.9K | 0.01% | +1.4% |
| 256 | EverSource Wealth Advisors#256 · 1,027 sh | 1,027 | $69.3K | <0.01% | New |
| 257 | COMPASS FINANCIAL MANAGEMENT#257 · 807 sh | 807 | $60.0K | <0.01% | — |
| 258 | Russell Investments Group, Ltd.#258 · 838 sh | 838 | $56.6K | 0.00% | -13.0% |
| 259 | Harbor Asset Planning#259 · 762 sh | 762 | $51.4K | — | 0.0% |
| 260 | WHITTIER OF NEVADA#260 · 730 sh | 730 | $50.2K | <0.01% | -98.6% |
| 261 | Parallel Advisors#261 · 710 sh | 710 | $47.9K | <0.01% | +1.3% |
| 262 | PRIVATE NA#262 · 650 sh | 650 | $43.9K | — | 0.0% |
| 263 | Steigerwald, Gordon & Koch#263 · 626 sh | 626 | $42.3K | <0.01% | 0.0% |
| 264 | Marshall & Sterling Wealth Advisors#264 · 602 sh | 602 | $40.6K | 0.02% | 0.0% |
| 265 | CoreCap Advisors#265 · 575 sh | 575 | $38.8K | — | 0.0% |
| 266 | CENTRAL#266 · 560 sh | 560 | $37.8K | <0.01% | 0.0% |
| 267 | Triumph Capital Management#267 · 500 sh | 500 | $33.8K | — | 0.0% |
| 268 | CNB Bank#268 · 500 sh | 500 | $33.8K | 0.01% | 0.0% |
| 269 | Avalon#269 · 500 sh | 500 | $33.8K | <0.01% | 0.0% |
| 270 | DHJJ Financial Advisors, Ltd.#270 · 500 sh | 500 | $33.8K | — | 0.0% |
| 271 | Private Wealth Asset Management#271 · 406 sh | 406 | $27.4K | <0.01% | 0.0% |
| 272 | BESSEMER GROUP#272 · 400 sh | 400 | $27.0K | 0.00% | 0.0% |
| 273 | BARTLETT & WEALTH MANAGEMENT#273 · 330 sh | 330 | $22.3K | <0.01% | 0.0% |
| 274 | TD Waterhouse Canada#274 · 328 sh | 328 | $22.2K | — | -51.6% |
| 275 | Geneos Wealth Management#275 · 288 sh | 288 | $19.4K | <0.01% | +17.6% |
| 276 | CALDWELL SUTTER CAPITAL#276 · 281 sh | 281 | $19.0K | <0.01% | 0.0% |
| 277 | FARMERS & MERCHANTS INVESTMENTS#277 · 257 sh | 257 | $17.3K | — | 0.0% |
| 278 | NBC SECURITIES#278 · 248 sh | 248 | $16.7K | — | -10.5% |
| 279 | KERR FINANCIAL PLANNING#279 · 235 sh | 235 | $15.9K | 0.02% | 0.0% |
| 280 | ARMSTRONG ADVISORY GROUP#280 · 218 sh | 218 | $14.7K | — | 0.0% |
| 281 | ASSETMARK#281 · 190 sh | 190 | $12.8K | — | 0.0% |
| 282 | Rosenberg Matthew Hamilton#282 · 188 sh | 188 | $12.7K | — | 0.0% |
| 283 | N.E.W. Advisory Services#283 · 181 sh | 181 | $12.2K | <0.01% | 0.0% |
| 284 | Coastline#284 · 180 sh | 180 | $12.2K | — | 0.0% |
| 285 | ENTRUST FINANCIAL#285 · 166 sh | 166 | $11.2K | <0.01% | New |
| 286 | BOYD WATTERSON ASSET MANAGEMENT#286 · 146 sh | 146 | $9.9K | <0.01% | 0.0% |
| 287 | Glen Eagle Advisors#287 · 143 sh | 143 | $9.7K | <0.01% | 0.0% |
| 288 | ABOUND FINANCIAL#288 · 120 sh | 120 | $8.1K | <0.01% | 0.0% |
| 289 | Federation des caisses Desjardins du Quebec#289 · 114 sh | 114 | $7.7K | 0.00% | 0.0% |
| 290 | Basepoint Wealth#290 · 110 sh | 110 | $7.4K | <0.01% | +1.9% |
| 291 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#291 · 107 sh | 107 | $7.2K | 0.00% | 0.0% |
| 292 | Financial Network Wealth Advisors#292 · 100 sh | 100 | $6.8K | <0.01% | 0.0% |
| 293 | Cedar Mountain Advisors#293 · 93 sh | 93 | $6.3K | — | 0.0% |
| 294 | Hilltop National Bank#294 · 80 sh | 80 | $5.4K | — | 0.0% |
| 295 | Wilmington Savings Fund Society, FSB#295 · 80 sh | 80 | $5.4K | — | 0.0% |
| 296 | CVA Family Office#296 · 79 sh | 79 | $5.3K | <0.01% | 0.0% |
| 297 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#297 · 76 sh | 76 | $5.1K | — | 0.0% |
| 298 | Silver Grove Financial Group#298 · 65 sh | 65 | $4.4K | <0.01% | New |
| 299 | Strategic Advocates#299 · 56 sh | 56 | $3.8K | 0.01% | 0.0% |
| 300 | FIRST HORIZON NATIONAL#300 · 50 sh | 50 | $3.4K | — | -12.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.