SUNTXSEPetroleum RefiningFiscal year ends December 31
Sunoco LP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$72.26−1.00 (-1.37%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
32.5%
67M of 205M shares
Institutional holders
302
36 new, 20 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Invesco Ltd. | 8,857,392 | 6.50% | 13G (passive) | Mar 31, 2026 |
| Alerian MLP ETF | 24,671,391 | 12.05% | 13G (passive) amendment | Mar 31, 2026 |
| ALPS Advisors, Inc. | 23,323,043 | 11.39% | 13G (passive) amendment | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SUN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Alps Advisors Inc | 24,435,476 | 11.93% | $1.65B | −235,915 | 7.73% |
| Invesco Ltd. | 8,848,627 | 4.32% | $597.28M | −8,765 | 0.05% |
| Goldman Sachs Group Inc | 5,742,514 | 2.80% | $387.62M | +213,871 | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,011,045 | 1.47% | $203.25M | −215,289 | 0.24% |
| FMR LLC | 2,587,682 | 1.26% | $174.67M | −1,049,332 | 0.01% |
| Morgan Stanley | 2,559,034 | 1.25% | $172.73M | +1,447,208 | 0.01% |
| Energy Income Partners, LLC | 1,768,784 | 0.86% | $119.39M | −132,467 | 1.88% |
| JPMorgan Chase & Co | 1,634,270 | 0.80% | $112.05M | +129,580 | 0.01% |
| Recurrent Investment Advisors LLC | 1,149,434 | 0.56% | $77.59M | +121,557 | 4.82% |
| UBS Group AG | 1,059,451 | 0.52% | $71.51M | +99,719 | 0.01% |
| Infrastructure Capital Advisors, LLC | 995,794 | 0.49% | $67.22M | +22,859 | 3.93% |
| Miller Howard Investments Inc /Ny | 974,109 | 0.48% | $65.75M | +157,876 | 1.74% |
| Blackstone Inc. | 854,595 | 0.42% | $57.69M | −39,763 | 0.18% |
| Tortoise Capital Advisors, L.L.C. | 778,973 | 0.38% | $52.58M | −36,525 | 0.53% |
| Barclays PLC | 692,085 | 0.34% | $46.72M | −102,505 | 0.01% |
| Fractal Investments LLC | 682,002 | 0.33% | $46.04M | +65,460 | 5.31% |
| Bowen Hanes & Co Inc | 600,000 | 0.29% | $38.98M | – | 812.66% |
| Neuberger Berman Group LLC | 579,385 | 0.28% | $39.11M | +2,938 | 0.03% |
| Adams Asset Advisors, LLC | 565,822 | 0.28% | $38.19M | – | 4.33% |
| Raymond James Financial Inc | 377,488 | 0.18% | $25.48M | −6,365 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 302 | 67M | 32.5% | 36 / 78 | 83 / 20 | 3M | 4M |
| Q1 2026 | 294 | 67M | 32.8% | 43 / 89 | 78 / 17 | 4M | 3M |
| Q4 2025 | 274 | 66M | 32.3% | 29 / 80 | 72 / 22 | 5M | 3M |
| Q3 2025 | 272 | 65M | 31.5% | 26 / 80 | 80 / 26 | 3M | 2M |
| Q2 2025 | 279 | 64M | 31.1% | 28 / 100 | 64 / 34 | 4M | 2M |
| Q1 2025 | 290 | 61M | 30.0% | 46 / 87 | 72 / 22 | 5M | 4M |
| Q4 2024 | 268 | 60M | 29.5% | 29 / 81 | 77 / 29 | 5M | 5M |
| Q3 2024 | 274 | 61M | 29.6% | 33 / 84 | 67 / 29 | 4M | 4M |
| Q2 2024 | 273 | 60M | 29.3% | 85 / 110 | 34 / 18 | 38M | 0M |
| Q1 2024 | 209 | 22M | 10.9% | 37 / 60 | 49 / 33 | 1M | 4M |
| Q4 2023 | 209 | 25M | 12.3% | 45 / 54 | 57 / 20 | 13M | 7M |
| Q3 2023 | 186 | 19M | 9.4% | 19 / 68 | 42 / 21 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SUN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Alerian MLP ETF | 24,995,944 | 12.20% | $1.62B | 13.37% | May 31, 2026 |
| Invesco SteelPath MLP Income Fund | 5,854,810 | 2.86% | $380.21M | 8.53% | May 31, 2026 |
| Global X MLP ETF | 2,969,966 | 1.45% | $192.87M | 9.17% | May 31, 2026 |
| Invesco SteelPath MLP Select 40 Fund | 1,737,652 | 0.85% | $112.84M | 4.84% | May 31, 2026 |
| Goldman Sachs MLP Energy Infrastructure Fund | 1,372,532 | 0.67% | $89.13M | 4.97% | May 31, 2026 |
| Fidelity Small Cap Value Fund | 1,288,500 | 0.63% | $98.82M | 1.81% | Jul 31, 2026 |
| Recurrent MLP & Energy Infrastructure Fund | 1,102,132 | 0.54% | $84.52M | 5.12% | Jul 31, 2026 |
| InfraCap MLP ETF | 985,169 | 0.48% | $75.55M | 16.01% | Jul 31, 2026 |
| Invesco SteelPath MLP Alpha Fund | 893,961 | 0.44% | $58.05M | 5.10% | May 31, 2026 |
| First Trust North American Energy Infrastructure Fund | 878,148 | 0.43% | $67.35M | 1.63% | Jul 31, 2026 |
| Fidelity Equity Dividend Income Fund | 419,600 | 0.20% | $27.25M | 0.34% | May 31, 2026 |
| Invesco SteelPath MLP Alpha Plus Fund | 364,306 | 0.18% | $23.66M | 7.21% | May 31, 2026 |
| Fidelity Series All-Sector Equity Fund | 216,800 | 0.11% | $16.63M | 0.29% | Jul 31, 2026 |
| Fidelity Balanced Fund | 188,900 | 0.09% | $12.27M | 0.02% | May 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 169,500 | 0.08% | $11.01M | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joseph Kim | President & CEO, Director | 601,888 | 0.29% | Dec 9, 2025 |
| Brian A. Hand | EVP-Chief Sales Officer | 190,914 | 0.09% | Jun 26, 2026 |
| Austin Harkness | EVP, Chief Commercial Officer | 124,551 | 0.06% | Jun 26, 2026 |
| Dylan Bramhall | CFO | 42,609 | 0.02% | Dec 9, 2025 |
| Rick Raymer | VP & Controller & PAO | 39,313 | 0.02% | Dec 9, 2025 |
| Karl R. Fails | EVP & Chief Operations Officer | 291,052 | 0.14% | Dec 9, 2025 |
| Bradley C. Barron | Director | 24,640 | 0.01% | Jan 21, 2026 |
| Ray W. Washburne | Director | 12,815 | 0.01% | Jan 6, 2026 |
| Oscar A. Alvarez | Director | 25,676 | 0.01% | Jan 6, 2026 |
| W. Brett Smith | Director | 6,117 | 0.00% | Jan 6, 2026 |
| David K. Skidmore | Director | 19,248 | 0.01% | Jan 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Austin Harkness EVP, Chief Commercial Officer | Jun 25, 2026 | Award | +20,000 | – | – | 124,551 |
| Brian A. Hand EVP-Chief Sales Officer | Jun 25, 2026 | Award | +20,000 | – | – | 190,914 |
| Bradley C. Barron Director | Jan 2, 2026 | Award | +2,436 | – | – | 24,640 |
| Oscar A. Alvarez Director | Jan 2, 2026 | Award | +2,436 | – | – | 25,676 |
| W. Brett Smith Director | Jan 2, 2026 | Award | +2,436 | – | – | 6,117 |
| Ray W. Washburne Director | Jan 2, 2026 | Award | +2,436 | – | – | 12,815 |
| David K. Skidmore Director | Jan 2, 2026 | Award | +2,436 | – | – | 19,248 |
| Austin Harkness EVP, Chief Commercial Officer | Dec 5, 2025 | Tax withholding | −9,405 | $55.26 | $519.72K | 84,676 |
| Austin Harkness EVP, Chief Commercial Officer | Dec 5, 2025 | Award | +19,875 | – | – | 104,551 |
| Karl R. Fails EVP & Chief Operations Officer | Dec 5, 2025 | Award | +35,100 | – | – | 291,052 |
| Karl R. Fails EVP & Chief Operations Officer | Dec 5, 2025 | Tax withholding | −14,600 | $55.26 | $806.80K | 255,952 |
| Joseph Kim President & CEO, Director | Dec 5, 2025 | Award | +97,200 | – | – | 591,888 |
| Joseph Kim President & CEO, Director | Dec 5, 2025 | Tax withholding | −33,810 | $55.26 | $1.87M | 494,688 |
| Rick Raymer VP & Controller & PAO | Dec 5, 2025 | Award | +5,438 | – | – | 39,313 |
| Rick Raymer VP & Controller & PAO | Dec 5, 2025 | Tax withholding | −3,519 | $55.26 | $194.46K | 33,875 |
| Dylan Bramhall CFO | Dec 5, 2025 | Tax withholding | −9,020 | $55.26 | $498.45K | 42,609 |
| Brian A. Hand EVP-Chief Sales Officer | Dec 5, 2025 | Award | +19,875 | – | – | 170,914 |
| Brian A. Hand EVP-Chief Sales Officer | Dec 5, 2025 | Tax withholding | −9,149 | $55.26 | $505.57K | 151,039 |
| Karl R. Fails EVP & Chief Operations Officer | Feb 18, 2025 | Award | +25,000 | – | – | 270,552 |
| Joseph Kim President & CEO, Director | Feb 18, 2025 | Award | +50,000 | – | – | 528,498 |
| Oscar A. Alvarez Director | Jan 2, 2025 | Award | +2,204 | – | – | 23,240 |
| Ray W. Washburne Director | Jan 2, 2025 | Award | +2,204 | – | – | 10,379 |
| David K. Skidmore Director | Jan 2, 2025 | Award | +2,204 | – | – | 16,812 |
| W. Brett Smith Director | Jan 2, 2025 | Award | +2,204 | – | – | 3,681 |
| Bradley C. Barron Director | Jan 2, 2025 | Award | +2,204 | – | – | 22,204 |
| Austin Harkness EVP, Chief Commercial Officer | Dec 5, 2024 | Award | +15,000 | – | – | 94,081 |
| Austin Harkness EVP, Chief Commercial Officer | Dec 5, 2024 | Tax withholding | −4,605 | $54.97 | $253.14K | 79,081 |
| Dylan Bramhall CFO | Dec 5, 2024 | Tax withholding | −3,070 | $54.97 | $168.76K | 51,629 |
| Joseph Kim President & CEO, Director | Dec 5, 2024 | Tax withholding | −24,573 | $54.97 | $1.35M | 422,248 |
| Joseph Kim President & CEO, Director | Dec 5, 2024 | Award | +56,250 | – | – | 478,498 |
| Rick Raymer VP & Controller & PAO | Dec 5, 2024 | Tax withholding | −1,877 | $54.97 | $103.18K | 32,744 |
| Rick Raymer VP & Controller & PAO | Dec 5, 2024 | Award | +4,650 | – | – | 37,394 |
| Brian A. Hand EVP-Chief Sales Officer | Dec 5, 2024 | Tax withholding | −8,067 | $54.97 | $443.44K | 145,188 |
| Brian A. Hand EVP-Chief Sales Officer | Dec 5, 2024 | Award | +15,000 | – | – | 160,188 |
| Karl R. Fails EVP & Chief Operations Officer | Dec 5, 2024 | Award | +24,750 | – | – | 245,552 |
| Karl R. Fails EVP & Chief Operations Officer | Dec 5, 2024 | Tax withholding | −10,114 | $54.97 | $555.97K | 220,802 |
| Austin Harkness EVP - Commercial | May 29, 2024 | Buy | +1,000 | $49.74 | $49.74K | 83,686 |
| Karl R. Fails EVP & Chief Operations Officer | May 24, 2024 | Buy | +3,000 | $50.18 | $150.54K | 230,916 |
| Brian A. Hand EVP-Chief Sales Officer | May 24, 2024 | Buy | +2,000 | $49.59 | $99.18K | 153,255 |
| Joseph Kim President & CEO, Director | May 23, 2024 | Buy | +5,000 | $50.50 | $252.50K | 10,000 |
| David K. Skidmore Director | Apr 17, 2024 | Buy | +900 | $52.10 | $46.89K | 14,608 |
| David K. Skidmore Director | Apr 17, 2024 | Buy | +600 | $52.09 | $31.25K | 13,708 |
| David K. Skidmore Director | Jan 2, 2024 | Award | +2,577 | – | – | 13,108 |
| David K. Skidmore Director | Jan 2, 2024 | Award | +2,577 | – | – | 10,531 |
| Ray W. Washburne Director | Jan 2, 2024 | Award | +2,577 | – | – | 8,175 |
| Imad K. Anbouba Director | Jan 2, 2024 | Award | +2,577 | – | – | 19,536 |
| Oscar A. Alvarez Director | Jan 2, 2024 | Award | +2,577 | – | – | 8,175 |
| Christopher Curia EVP - Human Resources, Director | Dec 8, 2023 | Award | +11,000 | – | – | 129,828 |
| Karl R. Fails EVP & Chief Operations Officer | Dec 8, 2023 | Award | +30,000 | – | – | 227,916 |
| Austin Harkness SVP - Pricing & REO | Dec 8, 2023 | Award | +20,500 | – | – | 82,686 |
| Brian A. Hand SVP-Chief Sales Officer | Dec 8, 2023 | Award | +20,500 | – | – | 151,255 |
| Rick Raymer VP & Controller & PAO | Dec 8, 2023 | Award | +6,500 | – | – | 32,689 |
| Joseph Kim President & CEO, Director | Dec 8, 2023 | Award | +70,000 | – | – | 446,821 |
| Arnold Dodderer GC & Asst. Sec. | Dec 8, 2023 | Award | +12,000 | – | – | 89,890 |
| Arnold Dodderer GC & Asst. Sec. | Dec 5, 2023 | Tax withholding | −6,565 | $53.76 | $352.93K | 85,722 |
| Arnold Dodderer GC & Asst. Sec. | Dec 5, 2023 | Sale | −7,832 | $53.20 | $416.66K | 77,890 |
| Alison Gladwin SVP, Marketing & Admin. | Dec 5, 2023 | Tax withholding | −8,107 | $53.76 | $435.83K | 80,611 |
| Rick Raymer VP & Controller & POA | Dec 5, 2023 | Tax withholding | +2,891 | $53.76 | $155.42K | 26,189 |
| Karl R. Fails EVP & Chief Operations Officer | Dec 5, 2023 | Tax withholding | −20,386 | $53.76 | $1.10M | 197,916 |
| Christopher Curia EVP - Human Resources, Director | Dec 5, 2023 | Returned to company | −8,065 | $53.76 | $433.57K | 118,828 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.