SUN
Sunoco LP
Petroleum RefiningNYSELarge accelerated filer
Total Trades
6
Buys
6
Sells
0
Largest Trade
$100K–$500K
Insiders
5
Institutional Funds
237
Inst. Value
$1M+
Activist Filings
10
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Harkness Austin | EVP - Commercial | BUY | $15K–$50K | 1K | $49.74 | May 31, 2024 |
| Hand Brian A | EVP-Chief Sales Of… | BUY | $50K–$100K | 2K | $49.59 | May 29, 2024 |
| Fails Karl R | EVP & Chief Operat… | BUY | $100K–$500K | 3K | $50.18 | May 29, 2024 |
| Kim Joseph | President & CEO | BUY | $100K–$500K | 5K | $50.50 | May 28, 2024 |
| Skidmore David K | Director | BUY | $50K–$100K | 2K | $52.10 | Apr 19, 2024 |
| Kim Joseph | President & CEO | BUY | $100K–$500K | 5K | $35.49 | Jun 21, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 237 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| ALPS ADVISORS INC | 24.9M | $1M+ | SH |
| MORGAN STANLEY | 1.4M | $1M+ | SH |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 776K | $1M+ | SH |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 725K | $1M+ | SH |
| MILLER HOWARD INVESTMENTS INC /NY | 689K | $1M+ | SH |
| Recurrent Investment Advisors LLC | 679K | $1M+ | SH |
| Fractal Investments LLC | 617K | $1M+ | SH |
| BOWEN HANES & CO INC | 600K | $1M+ | SH |
| Neuberger Berman Group LLC | 588K | $1M+ | SH |
| BARCLAYS PLC | 580K | $1M+ | SH |
| Adams Asset Advisors, LLC | 572K | $1M+ | SH |
| UBS Group AG | 324K | $1M+ | SH |
| Centiva Capital, LP | 279K | $1M+ | SH (Put) |
| CHICKASAW CAPITAL MANAGEMENT LLC | 227K | $1M+ | SH |
| LPL Financial LLC | 179K | $1M+ | SH |
| Kercheville Advisors, LLC | 154K | $1M+ | SH |
| HENNESSY ADVISORS INC | 145K | $1M+ | SH |
| CIBC Private Wealth Group LLC | 142K | $1M+ | SH |
| Texas Yale Capital Corp. | 131K | $1M+ | SH |
| Sanctuary Advisors, LLC | 129K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 12, 2026
4.7%
8.8M shares
SC 13G/A · Jan 6, 2026
12.2%
24.9M shares
SC 13G/A · Oct 8, 2025
15.7%
24.1M shares
SC 13G/A · Jul 9, 2025
15.4%
23.5M shares
SC 13G/A · Apr 11, 2025
15.2%
23.1M shares
SC 13G/A · Feb 13, 2025
13.5%
20.6M shares
ALPS Advisors, Inc. (Tax ID 84-1583423)
SC 13G/A · Nov 13, 2024
12.6%
19.1M shares
SC 13G · Nov 8, 2024
6.4%
8.7M shares
SC 13G/A · Jan 10, 2024
1.5%
1.2M shares
SC 13G/A · Feb 11, 2022
10.0%
8.3M shares