SunocoCorp LLC (SUNC) shareholders
SUNCTXSEPetroleum RefiningFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 7/3062% below fair value
$65.27+2.27 (+3.60%)
Close on Nov 11, 2026Market cap $3.36BP/E –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 $295.17K
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 |
|---|---|---|---|---|
| FMR LLC Joint filing with Abigail P. Johnson (10.90%) | 5,632,345 | 10.90% | 13G (passive) amendment | Aug 31, 2026 |
| Blackstone Intermediary Holdco L.L.C. Joint filing with Harvest Fund Advisors LLC (5.10%), Harvest Fund Holdco L.P. (5.10%) and 8 more | 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% | $71.21M | −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% | $41.34M | – | 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 |
| Austin Harkness | EVP - Chief Commercial Officer | – | – | Nov 3, 2025 |
| Brian A. Hand | EVP-Chief Sales Officer | – | – | Nov 3, 2025 |
| Dylan Bramhall | CFO | – | – | Nov 3, 2025 |
| David K. Skidmore | Director | 1,500 | 0.00% | Nov 10, 2026 |
| 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 |
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 | $62.75 | $94.13K | 1,500 |
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
1.15%
1M shares short
Days to cover
1.9
At 0M shares a day
Change since last report
-0.3%
From 1M shares
Short volume, 20 days
41.5%
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 SunocoCorp's stock actually held short. Settlement fails (shares not delivered on time) peaked at 35,231 shares on Sep 8, 2026 over the last 90 days.
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