SUNCTXSEPetroleum RefiningFiscal year ends December 31
SunocoCorp LLC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$72.50+0.15 (+0.21%)
Close on Oct 19, 2026
- Market cap
- $3.74B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.2%
41M of 52M shares
Institutional holders
174
42 new, 25 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
6 buys · 0 sales
Net bought $494.86K
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 |
|---|---|---|---|---|
| Abigail P. Johnson | 5,632,345 | 10.90% | 13G (passive) amendment | Aug 31, 2026 |
| Blackstone Intermediary Holdco L.L.C. | 2,613,505 | 5.10% | 13G (passive) | Feb 27, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SUNC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 4,974,162 | 9.66% | $336.60M | −69,546 | 0.01% |
| Blackstone Inc. | 3,008,259 | 5.84% | $203.57M | −63,651 | 0.62% |
| Goldman Sachs Group Inc | 2,765,485 | 5.37% | $187.14M | +168,250 | 0.02% |
| Assenagon Asset Management S.A. | 2,113,250 | 4.10% | $143.00M | New | 0.09% |
| Two Sigma Investments, LP | 1,854,718 | 3.60% | $125.51M | +563,739 | 0.09% |
| Invesco Ltd. | 1,559,757 | 3.03% | $105.55M | +411,786 | 0.01% |
| Neuberger Berman Group LLC | 1,466,877 | 2.85% | $99.28M | +128,280 | 0.07% |
| Norges Bank | 1,415,751 | 2.75% | $95.80M | New | 0.01% |
| Morgan Stanley | 1,409,783 | 2.74% | $95.40M | −67,968 | 0.01% |
| BCV Asset Management Inc. | 1,261,725 | 2.45% | $86.50M | +18,207 | 2.61% |
| Millennium Management LLC | 1,141,811 | 2.22% | $77.27M | −345,662 | 0.03% |
| QV Investors Inc. | 1,052,334 | 2.04% | $71.21K | −119,080 | 5.48% |
| Dimensional Fund Advisors LP | 986,124 | 1.91% | $66.73M | +117,056 | 0.01% |
| Qube Research & Technologies Ltd | 962,908 | 1.87% | $65.16M | +228,301 | 0.06% |
| Kayne Anderson Capital Advisors LP | 819,337 | 1.59% | $55.44M | +602,448 | 1.09% |
| Clearbridge Investments, LLC | 763,378 | 1.48% | $51.66M | +46,700 | 0.04% |
| Renaissance Technologies LLC | 721,000 | 1.40% | $48.79M | +229,500 | 0.07% |
| UBS Group AG | 649,574 | 1.26% | $43.96M | −486,485 | 0.01% |
| iA Global Asset Management Inc. | 610,881 | 1.19% | $41.34K | – | 0.49% |
| Bank Of America Corp /De/ | 507,888 | 0.99% | $34.37M | −1,092,869 | 0.00% |
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 | 174 | 41M | 79.2% | 42 / 60 | 53 / 25 | 9M | 6M |
| Q1 2026 | 159 | 38M | 73.8% | 63 / 41 | 41 / 29 | 10M | 11M |
| Q4 2025 | 126 | 39M | 76.1% | 126 / 0 | 0 / 0 | 39M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SUNC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | 1,508,368 | 2.93% | $115.30M | 0.46% | Jul 31, 2026 |
| Fidelity Value Fund | 914,800 | 1.78% | $69.93M | 0.67% | Jul 31, 2026 |
| Goldman Sachs MLP Energy Infrastructure Fund | 821,383 | 1.59% | $53.67M | 2.99% | May 31, 2026 |
| Kayne Anderson Energy Infrastructure Fund, Inc | 644,631 | 1.25% | $42.12M | 1.59% | May 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 507,212 | 0.98% | $33.14M | 0.01% | May 31, 2026 |
| Invesco SteelPath MLP Alpha Fund | 437,580 | 0.85% | $28.59M | 2.51% | May 31, 2026 |
| Fidelity Low-Priced Stock K6 Fund | 289,353 | 0.56% | $22.12M | 0.48% | Jul 31, 2026 |
| FT Energy Income Partners Enhanced Income ETF | 216,764 | 0.42% | $14.16M | 1.35% | May 31, 2026 |
| NYLI Cushing MLP Premier Fund | 200,000 | 0.39% | $13.07M | 1.09% | May 31, 2026 |
| Invesco SteelPath MLP Alpha Plus Fund | 188,958 | 0.37% | $12.35M | 3.76% | May 31, 2026 |
| Invesco Small Cap Equity Fund | 168,922 | 0.33% | $11.43M | 0.91% | Jun 30, 2026 |
| USCF Midstream Energy Income Fund | 166,994 | 0.32% | $11.30M | 2.33% | Jun 30, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 162,812 | 0.32% | $11.02M | 0.50% | Jun 30, 2026 |
| Fidelity Advisor Value Strategies Fund | 162,700 | 0.32% | $10.63M | 0.48% | May 31, 2026 |
| First Trust North American Energy Infrastructure Fund | 155,776 | 0.30% | $11.91M | 0.29% | Jul 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 | 6,000 | 0.01% | Nov 12, 2025 |
| Rick Raymer | VP & Controller & PAO | – | – | Nov 7, 2025 |
| Karl R. Fails | EVP & Chief Operations Officer | – | – | Nov 3, 2025 |
| Brian A. Hand | EVP-Chief Sales Officer | – | – | Nov 3, 2025 |
| Dylan Bramhall | CFO | – | – | Nov 3, 2025 |
| Austin Harkness | EVP - Chief Commercial Officer | – | – | Nov 3, 2025 |
| Richard D. Brannon | Director | 2,500 | 0.00% | Mar 6, 2026 |
| Michael Jennings | Director | 11,090 | 0.02% | Mar 6, 2026 |
| Bradley C. Barron | Director | – | – | Nov 3, 2025 |
| W. Brett Smith | Director | – | – | Nov 3, 2025 |
| Oscar A. Alvarez | Director | – | – | Nov 3, 2025 |
| David K. Skidmore | Director | – | – | Nov 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Jennings Director | Mar 6, 2026 | Award | +2,500 | – | – | 11,090 |
| Michael Jennings Director | Mar 6, 2026 | Award | +2,436 | – | – | 13,526 |
| Richard D. Brannon Director | Mar 6, 2026 | Award | +2,500 | – | – | 2,500 |
| Richard D. Brannon Director | Mar 6, 2026 | Award | +2,436 | – | – | 4,936 |
| Michael Jennings Director | Nov 26, 2025 | Buy | +1,000 | $52.00 | $52.00K | 8,590 |
| Michael Jennings Director | Nov 17, 2025 | Buy | +165 | $49.67 | $8.20K | 7,559 |
| Michael Jennings Director | Nov 17, 2025 | Buy | +2,804 | $49.68 | $139.30K | 7,394 |
| Michael Jennings Director | Nov 17, 2025 | Buy | +15 | $49.61 | $744 | 7,574 |
| Michael Jennings Director | Nov 17, 2025 | Buy | +16 | $49.64 | $794 | 7,590 |
| Joseph Kim President & CEO, Director | Nov 10, 2025 | Buy | +6,000 | $48.97 | $293.82K | 6,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.