SUN — SUNOCO LP/SUNOCO FIN CORP
As of Q2 2026, 14 SEC-registered investment managers reported holding SUN (SUNOCO LP/SUNOCO FIN CORP) in their latest 13F filings, with a combined reported value of $1.58B across 23.36M shares. That is +11.2% by share count (+2.35M shares) versus the previous quarter, while reported value moved +15.6%. Ownership is concentrated: the five largest holders account for 91.5% of reported value and the top ten for 99.8%.
Compared with the prior quarter, 1 opened new positions, 5 added to existing stakes, 5 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SUN is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Invesco Ltd history | Q2 2026 | 8.85M | $597.28M | 0.05% | Hold |
| Goldman Sachs Group history | Q2 2026 | 5.74M | $387.62M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 2.59M | $174.67M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 2.56M | $172.73M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.63M | $112.05M | 0.01% | New |
| UBS Group AG history | Q2 2026 | 1.06M | $71.51M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 257.43K | $17.38M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 237.70K | $16.05M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 204.74K | $13.82M | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 187.16K | $12.63M | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 17.14K | $1.16M | 0.00% | Hold |
| PNC Financial Services history | Q2 2026 | 10.60K | $715.43K | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 7.89K | $532.34K | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 3.71K | $250.16K | 0.00% | Hold |
| Deutsche Bank AG history | Q4 2022 | 6 | $259 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.63M sh · $112.05M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd | 8.85M | 8.32M | 7.77M | 7.64M | 7.57M | 7.54M | 5.66M | 5.34M | 5.10M | 1.23M | 463.21K | 8.50M | 8.67M | 8.87M | 9.17M | 9.08M | 8.99M | 8.85M | 8.86M | 8.85M |
| Goldman Sachs Group | 1.98M | 1.90M | 1.98M | 1.92M | 1.51M | 1.53M | 2.51M | 2.57M | 2.63M | 2.90M | 2.20M | 6.70M | 6.94M | 6.73M | 6.52M | 6.50M | 6.40M | 5.86M | 5.53M | 5.74M |
| Fidelity Management & Research (FMR) | 226.31K | 2 | 1 | 1 | — | — | 2 | — | — | — | 20.90K | 697.60K | 25.47K | 23.98K | 21.26K | 24.19K | 365.63K | 1.85M | 3.64M | 2.59M |
| Morgan Stanley | 913.11K | 867.92K | 991.60K | 816.88K | 773.34K | 827.27K | 780.53K | 726.40K | 836.55K | 754.93K | 456.66K | 1.41M | 1.40M | 1.71M | 1.16M | 1.11M | 1.02M | 1.64M | 1.11M | 2.56M |
| JPMorgan Chase & Co | 9.18K | 5.81K | 1.78K | 51.59K | 208.12K | 1.35M | 1.30M | 1.26M | 1.38M | 222.64K | 424.96K | 1.74M | 2.19M | 2.15M | 1.69M | 771.98K | 443.62K | 1.63M | — | 1.63M |
| UBS Group AG | 226.84K | 199.14K | 192.85K | 254.40K | 253.42K | 323.56K | 293.27K | 329.86K | 321.47K | 540.95K | 647.83K | 978.17K | 986.11K | 1.10M | 1.03M | 1.15M | 1.03M | 966.88K | 959.73K | 1.06M |
| Citadel Advisors | 308.82K | 273.74K | 201.16K | 183.90K | 226.10K | 220.50K | 228.94K | 115.49K | 189.17K | 112.46K | 209.90K | 326.11K | 281.39K | 243.60K | 267.47K | 218.20K | 347.90K | 193.00K | 199.20K | 257.43K |
| Bank of America Corp | 240.24K | 315.48K | 398.22K | 417.87K | 436.24K | 133.70K | 214.06K | 151.39K | 212.93K | 207.50K | 121.03K | 495.79K | 410.05K | 251.56K | 158.97K | 210.22K | 97.03K | 155.02K | 204.61K | 237.70K |
| Wells Fargo & Co | 95.77K | 110.66K | 120.55K | 119.28K | 119.11K | 243.48K | 243.95K | 250.07K | 259.43K | 355.68K | 418.86K | 518.29K | 282.32K | 250.06K | 189.66K | 161.33K | 160.55K | 201.36K | 223.26K | 204.74K |
| Citigroup Inc | 1.82K | 199.50K | 249.91K | 418.28K | 358.87K | 331.03K | 333.26K | 370.54K | 401.15K | 221.93K | 153.97K | 435.98K | 339.40K | 143.94K | 45.11K | 247.42K | 245.55K | 206.86K | 238.57K | 187.16K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 16.65K | 44.48K | 44.48K | 16.92K | 16.92K | 17.06K | 17.14K | 17.14K |
| PNC Financial Services | 22.44K | 24.34K | 25.64K | 25.64K | 25.64K | 25.64K | 25.64K | 25.64K | 35.14K | 29.84K | 62.37K | 31.07K | 31.53K | 24.07K | 17.62K | 17.75K | 15.90K | 16.35K | 16.90K | 10.60K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.28K | 4.92K | 7.84K | 5.94K | 10.03K | 7.89K |
| Northern Trust Corp | 8.14K | — | — | — | — | — | — | — | — | 3.83K | 3.55K | 4.41K | 4.65K | 4.36K | 4.50K | 4.28K | 4.27K | 4.34K | 3.71K | 3.71K |
| Deutsche Bank AG | — | — | — | — | — | 6 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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