# SUNOCO LP/SUNOCO FIN CORP (SUN)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SUN/

- Reporting holders: 11
- Reported value: $57.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $41.2M | 565,822 | 4.2% | 32 |
| [CHICKASAW CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1276460-chickasaw-capital-management-llc/) | $13.3M | 182,535 | 0.5% | 10 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $855.9K | 11,745 | 0.5% | 8 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $655.8K | 9,000 | 0.3% | 21 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $528.4K | 7,251 | 0.0% | 10 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $343.3K | 4,711 | 0.1% | 10 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $216.0K | 2,964 | 0.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $103.4K | 1,419 | 0.0% | 9 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $41.9K | 575 | 0.0% | 12 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $15.9K | 218 | 0.0% | 16 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $13.7K | 188 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $57.3M |
| Q2 2026 | 308 | $4.6B |
| Q1 2026 | 299 | $4.5B |
| Q4 2025 | 279 | $3.6B |
| Q3 2025 | 277 | $3.3B |
| Q2 2025 | 286 | $3.5B |
| Q1 2025 | 294 | $3.6B |
| Q4 2024 | 269 | $3.2B |
| Q3 2024 | 276 | $3.3B |
| Q2 2024 | 275 | $3.5B |
| Q1 2024 | 213 | $1.4B |
| Q4 2023 | 215 | $1.6B |