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Sunoco LP hedge fund holdings

SUNNYSE
$74.73+0.19 (+0.25%)Delayed · as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SUN · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+49.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257070$227M$111M267Aug 14, 2025
Q3 20255662$125M$74.6M260Nov 14, 2025
Q4 20255857$253M$131M259Feb 14, 2026
Q1 20268655$264M$210M280May 15, 2026
Q2 20266268$201M$260M284Aug 14, 2026

Quarterly action breakdown

Q2 2026
284 filers
New position
27
$20.3M+300K sh
Increased
35
$181M+2.68M sh
Reduced
47
-$241M-3.57M sh
Out / sold
21
-$18.9M-280K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Cooperman Leon GReduce 86.05%-$94.1M$15.3M0.43%Aug 14, 2026
Alps Advisors IncReduce 0.96%-$15.9M$1.65B7.73%Jul 29, 2026
Miller Howard Investments IncAdded 19.34%+$10.7M$65.8M1.74%Jul 31, 2026
Hennessy Advisors IncSell 100%-$9.11M$00.00%Jul 16, 2026
Energy Income Partners, LLCReduce 6.97%-$8.94M$119M1.88%Aug 7, 2026
Recurrent Investment Advisors LLCAdded 11.83%+$8.21M$77.6M4.82%Aug 14, 2026
ING Groep NVAdded 62.80%+$6.95M$18M0.09%Aug 13, 2026
Thoroughbred Financial Services, LLCNew Buy+$5.81M$5.81M0.28%Aug 11, 2026
Fractal Investments LLCAdded 10.62%+$4.42M$46M5.31%Jul 23, 2026
Kayne Anderson Capital Advisors LPNew Buy+$3.87M$3.87M0.08%Aug 11, 2026
Whittier Trust Co of Nevada IncReduce 98.56%-$3.44M$50.2K0.00%Jul 28, 2026
Tortoise Capital Advisors, L.L.C.Reduce 4.48%-$2.47M$52.6M0.53%Aug 14, 2026
Van Eck Associates CorpReduce 51.70%-$1.86M$1.74M0.00%Aug 14, 2026
Infrastructure Capital Advisors, LLCAdded 2.35%+$1.54M$67.2M3.93%Aug 13, 2026
Pinnacle Holdings, LLCSell 100%-$1.51M$00.00%Aug 12, 2026
Bison Wealth, LLCAdded 634.12%+$1.39M$1.61M0.15%Jul 7, 2026
MML Investors Services, LLCAdded 239.15%+$1.33M$1.88M0.00%Aug 7, 2026
Austin Wealth Management, LLCNew Buy+$1.03M$1.03M0.22%Jul 22, 2026
Crescent Grove Advisors, LLCAdded 55.88%+$1.01M$2.83M0.24%Aug 10, 2026
Exchange Traded Concepts, LLCReduce 11.87%-$966K$7.17M0.03%Aug 11, 2026
Chickasaw Capital Management LLCReduce 5.23%-$717K$13M0.47%Jul 14, 2026
GWN Securities Inc.New Buy+$663K$663K0.11%Aug 5, 2026
Kingsview Wealth Management, LLCReduce 53.11%-$612K$540K0.01%Aug 19, 2026
IMC-Chicago, LLCReduce 65.20%-$495K$264K0.00%Aug 6, 2026
Patriot Financial Group Insurance Agency, LLCReduce 49.63%-$384K$390K0.04%Jul 16, 2026
IFG Advisory, LLCAdded 69.68%+$384K$935K0.03%Aug 14, 2026
Basso Capital Management, L.P.Sell 100%-$369K$00.00%Jul 27, 2026
Western Wealth Management, LLCSell 100%-$349K$00.00%Aug 14, 2026
Kercheville Advisors, LLCAdded 3.25%+$338K$10.7M3.27%Jul 30, 2026
Summit Financial, LLCReduce 6.13%-$338K$5.17M0.06%Aug 12, 2026
Virtus Advisers, LLCSell 100%-$285K$00.00%Aug 11, 2026
Atria Investments, IncNew Buy+$261K$261K0.00%Jul 28, 2026
Westwood Holdings Group IncReduce 11.18%-$259K$2.06M0.02%Aug 14, 2026
World Investment AdvisorsReduce 39.77%-$249K$377K0.01%Aug 14, 2026
Kestra Private Wealth Services, LLCNew Buy+$248K$248K0.00%Jul 28, 2026
Tidal Investments LLCNew Buy+$243K$243K0.00%Aug 13, 2026
Partners Wealth Management, LLCSell 100%-$240K$00.00%Jul 21, 2026
Roundview Capital LLCNew Buy+$237K$237K0.01%Jul 30, 2026
Signal Advisors Wealth, LLCSell 100%-$231K$00.00%Aug 4, 2026
Gateway Wealth Partners, LLCSell 100%-$227K$00.00%Aug 4, 2026
First Trust Advisors LPReduce 8.18%-$224K$2.51M0.00%Aug 11, 2026
Foster Victor Wealth Advisors, LLCNew Buy+$223K$223K0.01%Jul 22, 2026
Hourglass Capital, LLCNew Buy+$203K$203K0.04%Jul 30, 2026
Fruth Investment ManagementNew Buy+$202K$202K0.05%Jul 10, 2026
Quantum Private Wealth, LLCNew Buy+$201K$201K0.05%Jul 29, 2026
Susquehanna Portfolio Strategies, LLCAdded 3.34%+$200K$6.18M0.10%Aug 14, 2026
Independent Financial Group, LLCReduce 34.96%-$165K$308K0.01%Jul 15, 2026
Lido Advisors, LLCReduce 38.98%-$161K$252K0.00%Aug 7, 2026
&PartnersReduce 20.64%-$134K$514K0.00%Aug 14, 2026
Quantinno Capital Management LPAdded 20.18%+$129K$770K0.00%Aug 13, 2026
Clark Capital Management Group, Inc.Reduce 34.20%-$127K$244K0.00%Aug 11, 2026
Gilman Hill Asset Management, LLCAdded 3.69%+$121K$3.4M0.46%Jul 9, 2026
Texas Yale Capital Corp.Added 1.31%+$118K$9.11M0.20%Aug 12, 2026
Resources Management Corp /Ct/Sell 100%-$116K$00.00%Aug 14, 2026
Barnett & Company, Inc.Reduce 4.29%-$115K$2.56M1.89%Aug 12, 2026
Dividend Assets Capital, LLCAdded 7.87%+$114K$1.56M0.30%Aug 12, 2026
Wealth Alliance, LLCReduce 27.09%-$100K$271K0.02%Aug 11, 2026
Ulland Investment Advisors, LLCAdded 29.00%+$97.8K$435K0.32%Jul 16, 2026
Moors & Cabot, Inc.Reduce 10.95%-$85.5K$695K0.03%Aug 10, 2026
Oppenheimer Asset Management Inc.Added 16.12%+$85.3K$614K0.01%Aug 3, 2026
Independent Advisor AllianceReduce 17.54%-$81K$381K0.01%Aug 12, 2026
Quad-Cities Investment Group, LLCAdded 7.29%+$69.9K$1.03M0.37%Jul 7, 2026
HUB Investment Partners, LLCAdded 0.70%+$68.1K$9.81M0.18%Jul 31, 2026
Huntington National BankAdded 83.40%+$67.5K$148K0.00%Aug 13, 2026
Independence Bank of KentuckySell 100%-$66.4K$00.00%Jul 13, 2026
Empirical Asset Management, LLCReduce 3.34%-$63.2K$1.83M0.41%Aug 10, 2026
Baker Avenue Asset Management, LPReduce 9.29%-$51.5K$503K0.01%Jul 28, 2026
Sigma Planning CorpReduce 5.12%-$44.6K$826K0.02%Aug 7, 2026
Avidian Wealth Enterprises, LLCAdded 8.30%+$38.7K$506K0.01%Jul 24, 2026
ELCO Management Co., LLCReduce 1.87%-$34.2K$1.79M0.77%Aug 11, 2026
CSS LLCReduce 8.12%-$33.8K$382K0.01%Aug 14, 2026
Oxbow Advisors, LLCReduce 4.33%-$32.4K$715K0.06%Aug 7, 2026
Mgo One Seven LLCAdded 2.76%+$27.3K$1.02M0.02%Jul 31, 2026
CWA Asset Management Group, LLCReduce 7.93%-$26.3K$306K0.01%Jul 14, 2026
United Advisor Group, LLCReduce 4.57%-$25K$521K0.06%Jul 29, 2026
Benjamin Edwards IncReduce 3.88%-$20.7K$512K0.00%Jul 24, 2026
Cascade Investment Group, Inc.Reduce 1.37%-$20.3K$1.46M0.82%Jul 23, 2026
Focus Financial Network, Inc.Reduce 1.67%-$19K$1.12M0.03%Jul 9, 2026
Cresset Asset Management, LLCAdded 0.59%+$18.6K$3.2M0.01%Aug 14, 2026
Caprock Group, LLCReduce 2.07%-$18.6K$878K0.02%Jul 27, 2026
Zinnia Wealth Advisory, LLCReduce 4.44%-$18.1K$390K0.40%Jul 30, 2026
PSI Advisors, LLCReduce 3.02%-$18K$576K0.13%Aug 3, 2026
Caitlin John, LLCReduce 12.04%-$18K$131K0.07%Aug 17, 2026
PFG Investments, LLCAdded 4.15%+$16K$402K0.02%Jul 23, 2026
Oppenheimer & Co IncAdded 3.06%+$15.2K$511K0.01%Aug 3, 2026
Wolff Wiese Magana LLCSell 100%-$14.6K$00.00%Jul 13, 2026
Rossby Financial, LCCSell 100%-$12.8K$00.00%Aug 4, 2026
Entrust Financial LLCNew Buy+$11.2K$11.2K0.01%Jul 20, 2026
Wedbush Securities IncAdded 2.79%+$11.2K$412K0.01%Jul 28, 2026
Whitener Capital Management, Inc.Reduce 3.13%-$9.11K$282K0.06%Jul 10, 2026
Arkadios Wealth AdvisorsAdded 2.38%+$8.37K$360K0.01%Aug 10, 2026
D.A. Davidson & Co.Reduce 2.30%-$6.75K$287K0.00%Jul 24, 2026
Concurrent Investment Advisors, LLCAdded 1.19%+$5.13K$437K0.00%Jul 27, 2026
Silver Grove Financial Group, Inc.New Buy+$4.39K$4.39K0.00%Aug 13, 2026
Stratos Wealth Partners, LTD.Added 0.67%+$4.25K$639K0.01%Aug 11, 2026
True Link Financial Advisors, LLCSell 100%-$4.09K$00.00%Jul 31, 2026
Uhlmann Price Securities, LLCReduce 0.70%-$3.71K$527K0.02%Jul 24, 2026
Tradition Wealth Management, LLCAdded 0.52%+$3.51K$680K0.04%Aug 11, 2026
Arrow Investment Advisors, LLCReduce 1.44%-$3.11K$213K0.21%Aug 4, 2026
Geneos Wealth Management Inc.Added 17.55%+$2.9K$19.4K0.00%Aug 6, 2026

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