Sunoco LP (SUN) shareholders
SUNTXSEPetroleum RefiningFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 8/3029% above fair value
$63.21+0.51 (+0.81%)
Close on Nov 10, 2026Market cap $12.95BP/E –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
1 buys · 0 sales
Net bought $92.29K
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 |
|---|---|---|---|---|
| Alerian MLP ETF Joint filing with ALPS Advisors, Inc. (12.05%) | 24,671,391 | 12.05% | 13G (passive) amendment | Mar 31, 2026 |
| ALPS Advisors, Inc. Joint filing with Alerian MLP ETF (11.39%) | 23,323,043 | 11.39% | 13G (passive) amendment | Sep 30, 2026 |
| Invesco Ltd. | 8,857,392 | 6.50% | 13G (passive) | Mar 31, 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)
44 funds held SUN in Q2 2026, 67% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
| 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 |
| Dylan Bramhall | CFO | 42,609 | 0.02% | Dec 9, 2025 |
| David K. Skidmore | Director | 20,748 | 0.01% | Nov 10, 2026 |
| 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 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David K. Skidmore Director | Nov 6, 2026 | Buy | +1,500 | $61.53 | $92.29K | 20,748 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
0.52%
1M shares short
Days to cover
2.9
At 0M shares a day
Change since last report
-11.1%
From 1M shares
Short volume, 20 days
33.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Sunoco LP's stock actually held short. Settlement fails (shares not delivered on time) peaked at 9,114 shares on Oct 13, 2026 over the last 90 days.
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