Who Owns Sunoco LP
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Sunoco LP.
Who crossed 5% of SUN →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Adams Asset Advisors, LLCCOM565.8K shheld | $41.2M |
| CHICKASAW CAPITAL MANAGEMENT LLCMLUS182.5K shtrimmed | $13.3M |
| M.E. ALLISON & CO., INC.COM UT REP LP11.7K shheld | $855.9K |
| DAVIDSON TRUST COEquities9K shheld | $655.8K |
| Avidian Wealth Enterprises, LLCCOM UT REP LP7.3K shtrimmed | $528.4K |
| Crumly & Associates Inc.COM UT REP LP4.7K shheld | $343.3K |
| AMERICAN NATIONAL BANK & TRUSTCOM UT REP LP3K shheld | $216K |
| Farther Finance Advisors, LLCStock1.4K shadded | $103.4K |
| CoreCap Advisors, LLCStock575 shheld | $41.9K |
| ARMSTRONG ADVISORY GROUP, INCCOM UT REP LP218 shheld | $15.9K |
| Rosenberg Matthew HamiltonStock188 shheld | $13.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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