Public record / Tickers / SUN

SUN — Sunoco LP†

Both disclosure regimes on one name: who in Congress filed about SUN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
17
all PTR rows naming SUN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-02
filed 2021-05-02
13F holders
225
top-225 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Charlie Crist · $50.0K–$100K

SELL · traded 2017-02-22 → filed 2017-03-23. Ranked over every SUN row by the provable lower bound, never a point estimate.

No member disclosed SUN in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated SUN rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SUN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SUN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-05-02Perdue , Jr, David A —SELL JT (jointly owned)Traded 2020-04-15 LATE·382d$1K–$15Kamendment pending
2020-01-10David Perdue R–GASELL partial · JT (partial sale, jointly owned)Traded 2019-12-13 +28d$1K–$15K
2019-08-05David Perdue R–GASELL partial · JT (partial sale, jointly owned)Traded 08-02 +3d$1K–$15K
2018-03-05David Perdue R–GABUY JT (jointly owned)Traded 02-09 +24d$1K–$15K
2018-03-05David Perdue R–GABUY JT (jointly owned)Traded 02-09 +24d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 17 ↗

Members active in SUN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed SUN in the trailing 12 months.

Congress ↔ notable managers · SUN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SUNOCO LP/SUNOCO FIN CORP

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SUN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1ALPS ADVISORS INC$1.6B1
2Invesco Ltd.$575M1
3FMR LLC$236M1
4MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$210M1
5Energy Income Partners, LLC$124M1
6MORGAN STANLEY$72.2M1
7Recurrent Investment Advisors LLC$66.8M1
8INFRASTRUCTURE CAPITAL ADVISORS, LLC$63.2M1
9UBS Group AG$62.4M1
10Fractal Investments LLC$40.1M1
11RAYMOND JAMES FINANCIAL INC$24.9M1
12Allianz Asset Management GmbH$21.3M1
13CITIGROUP INC$15.5M1
14WELLS FARGO & COMPANY/MN$14.5M1
15BANK OF AMERICA CORP /DE/$13.3M1
16ROYAL BANK OF CANADA$12.4M1
17LPL Financial LLC$11.5M1
18ING GROEP NV$10.7M1
19Sanctuary Advisors, LLC$10.1M1
20Kercheville Advisors, LLC$10.0M1
21HUB Investment Partners, LLC$9.4M1
22CIBC Bancorp USA Inc.$9.2M1
23HENNESSY ADVISORS INC$9.1M1
24Beacon Pointe Advisors, LLC$9.0M1
25Texas Yale Capital Corp.$8.7M1
26Waverly Advisors, LLC$8.6M1
27EXCHANGE TRADED CONCEPTS, LLC$7.8M1
28Susquehanna Portfolio Strategies, LLC$5.8M1
29Summit Financial, LLC$5.3M1
30Corigliano Investment Advisers, LLC$5.0M1
31ENVESTNET ASSET MANAGEMENT INC$4.8M1
32Waldron Private Wealth LLC$4.6M1
33SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.5M1
34JANE STREET GROUP, LLC$4.4M1
35Cetera Investment Advisers$4.1M1
36Kestra Advisory Services, LLC$4.1M1
37J.W. COLE ADVISORS, INC.$3.9M1
38OSAIC HOLDINGS, INC.$3.9M1
39Annis Gardner Whiting Capital Advisors, LLC$3.7M1
40Advisors Asset Management, Inc.$3.6M1
41Mariner, LLC$3.4M1
42Gilman Hill Asset Management, LLC$3.2M1
43Cresset Asset Management, LLC$3.1M1
44Sovereign Investment Advisors, LLC$2.8M1
45FIRST TRUST ADVISORS LP$2.6M1
46PARK CIRCLE Co$2.4M1
47Creative Planning$2.4M1
48Linscomb Wealth, Inc.$2.3M1
49WESTWOOD HOLDINGS GROUP INC$2.2M1
50COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
51STIFEL FINANCIAL CORP$2.0M1
52MidFirst Bank$2.0M1
53Rockefeller Capital Management L.P.$1.9M1
54TRUIST FINANCIAL CORP$1.9M1
55Empirical Asset Management, LLC$1.8M1
56Zurich Insurance Group Ltd/FI$1.8M1
57Apollon Wealth Management, LLC$1.4M1
58CASCADE INVESTMENT GROUP, INC.$1.4M1
59DIVIDEND ASSETS CAPITAL, LLC$1.4M1
60Private Advisor Group, LLC$1.4M1
61HighTower Advisors, LLC$1.4M1
62AMERICAN FINANCIAL GROUP INC$1.3M1
63US BANCORP \DE\$1.2M1
64BlackRock, Inc.$1.1M1
65Kingsview Wealth Management, LLC$1.1M1
66Focus Financial Network, Inc.$1.1M1
67Focus Partners Wealth$1.1M1
68MCDONALD PARTNERS LLC$981K1
69Baird Financial Group, Inc.$979K1
70MGO ONE SEVEN LLC$953K1
71CASTLEARK MANAGEMENT LLC$939K1
72Quad-Cities Investment Group, LLC$922K1
73WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$910K1
74Caprock Group, LLC$863K1
75M&T BANK CORP$851K1
76Sigma Planning Corp$838K1
77M.E. ALLISON & CO., INC.$763K1
78Moors & Cabot, Inc.$752K1
79Patriot Financial Group Insurance Agency, LLC$744K1
80IMC-Chicago, LLC$730K1
81Oxbow Advisors, LLC$720K1
82NewEdge Advisors, LLC$714K1
83INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$709K1
84Larson Financial Group LLC$709K1
85Tradition Wealth Management, LLC$651K1
86B. Riley Wealth Advisors, Inc.$645K1
87BROWN ADVISORY INC$642K1
88BALDWIN WEALTH PARTNERS LLC/MA$641K1
89World Investment Advisors$624K1
90&PARTNERS$624K1
91Quantinno Capital Management LP$617K1
92Stratos Wealth Partners, LTD.$611K1
93Wealthcare Advisory Partners LLC$591K1
94Cypress Capital Group$560K1
95U.S. Capital Wealth Advisors, LLC$546K1
96SFMG, LLC$539K1
97MML INVESTORS SERVICES, LLC$534K1
98Baker Avenue Asset Management, LP$533K1
99IFG Advisory, LLC$530K1
100United Advisor Group, LLC$526K1
101BENJAMIN EDWARDS INC$513K1
102UHLMANN PRICE SECURITIES, LLC$511K1
103OPPENHEIMER ASSET MANAGEMENT INC.$509K1
104OPPENHEIMER & CO INC$477K1
105MERCER GLOBAL ADVISORS INC /ADV$464K1
106INDEPENDENT FINANCIAL GROUP, LLC$455K1
107Curi Capital, LLC$454K1
108Avidian Wealth Enterprises, LLC$449K1
109WealthPLAN Partners, LLC$447K1
110Independent Advisor Alliance$444K1
111TWO SIGMA SECURITIES, LLC$426K1
112Avid Wealth Partners LLC$416K1
113Concurrent Investment Advisors, LLC$416K1
114JOURNEY STRATEGIC WEALTH LLC$407K1
115EP Wealth Advisors, LLC$402K1
116CSS LLC/IL$400K1
117Lido Advisors, LLC$397K1
118Zinnia Wealth Advisory, LLC$392K1
119SITTNER & NELSON, LLC$390K1
120Abel Hall, LLC$390K1
121Diversified Trust Co$379K1
122Corps Capital Advisors, LLC$372K1
123PFG Investments, LLC$371K1
124Cerity Partners LLC$371K1
125Clark Capital Management Group, Inc.$357K1
126WEALTH ALLIANCE, LLC$357K1
127MAI Capital Management$357K1
128Western Wealth Management, LLC$349K1
129Carnegie Investment Counsel$342K1
130Allworth Financial LP$334K1
131Genesee Capital Advisors, LLC$322K1
132Garrett Wealth Advisory Group, LLC$320K1
133CWA Asset Management Group, LLC$320K1
134Regal Investment Advisors LLC$316K1
135Crumly & Associates Inc.$306K1
136KING LUTHER CAPITAL MANAGEMENT CORP$305K1
137RIVERCHASE WEALTH MANAGEMENT, LLC$304K1
138Lee Financial Co$294K1
139Mutual Advisors, LLC$288K1
140VIRTUS ADVISERS, LLC$285K1
141Founders Financial Alliance, LLC$284K1
142D.A. DAVIDSON & CO.$282K1
143WHITENER CAPITAL MANAGEMENT, INC.$280K1
144NFSG Corp$277K1
145Quadrant Private Wealth Management, LLC$276K1
146Merit Financial Group, LLC$259K1
147CAPITAL ADVISORS INC/OK$255K1
148KANAWHA CAPITAL MANAGEMENT LLC$247K1
149MONECO ADVISORS, LLC$245K1
150BLAIR WILLIAM & CO/IL$245K1
151Inscription Capital, LLC$243K1
152Clearstead Advisors, LLC$243K1
153PERRYMAN FINANCIAL ADVISORY INC /AD$242K1
154Summit Wealth Partners, LLC$241K1
155NORTHERN TRUST CORP$241K1
156Tyche Wealth Partners LLC$241K1
157PARTNERS WEALTH MANAGEMENT, LLC$240K1
158Wealth Alliance Advisory Group, LLC$237K1
159GREAT VALLEY ADVISOR GROUP, INC.$237K1
160Signal Advisors Wealth, LLC$231K1
161DAVENPORT & Co LLC$230K1
162Bison Wealth, LLC$227K1
163Gateway Wealth Partners, LLC$227K1
164BARR E S & CO$227K1
165XML Financial, LLC$214K1
166Legacy Wealth Advisors, LLC$213K1
167Arrow Investment Advisors, LLC$208K1
168Cyndeo Wealth Partners, LLC$206K1
169NOVARE CAPITAL MANAGEMENT LLC$204K1
170Steward Partners Investment Advisory, LLC$176K1
171SALEM INVESTMENT COUNSELORS INC$173K1
172Caitlin John, LLC$144K1
173Parkside Financial Bank & Trust$85.2K1
174Johnson Financial Group, Inc.$78.0K1
175HHM Wealth Advisors, LLC$78.0K1
176Cassaday & Co Wealth Management LLC$77.7K1
177Key FInancial Inc$66.4K1
178Harbor Asset Planning, Inc.$49.5K1
179TD Waterhouse Canada Inc.$43.0K1
180CENTRAL TRUST Co$36.4K1
181Triumph Capital Management$32.5K1
182CNB Bank$32.5K1
183Avalon Trust Co$32.5K1
184DHJJ Financial Advisors, Ltd.$32.5K1
185CWM, LLC$26.6K1
186CALDWELL SUTTER CAPITAL, INC.$18.3K1
187Geneos Wealth Management Inc.$15.9K1
188WOLFF WIESE MAGANA LLC$14.6K1
189ARMSTRONG ADVISORY GROUP, INC$14.2K1
190ASSETMARK, INC$12.3K1
191Blue Trust, Inc.$12.2K1
192N.E.W. Advisory Services LLC$11.8K1
193Coastline Trust Co$11.7K1
194Glen Eagle Advisors, LLC$9.3K1
195Federation des caisses Desjardins du Quebec$7.4K1
196UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.0K1
197Financial Network Wealth Advisors LLC$6.5K1
198Wilmington Savings Fund Society, FSB$5.2K1
199Hilltop National Bank$5.2K1
200CVA Family Office, LLC$5.1K1
201HRT FINANCIAL LP$4.7K1
202GABLES CAPITAL MANAGEMENT INC.$2.6K1
203SWAN Capital LLC$2.4K1
204LONGFELLOW INVESTMENT MANAGEMENT CO LLC$1.4K1
205GSA CAPITAL PARTNERS LLP$5541
206PEAPACK GLADSTONE FINANCIAL CORP$2301
207Farmers & Merchants Trust Co of Chambersburg PA$1301
208GLENMEDE TRUST CO NA— value not disclosed1
209HARBOUR INVESTMENTS, INC.— value not disclosed1
210BANK OF MONTREAL /CAN/— value not disclosed1
211NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO— value not disclosed1
212CIBC Private Wealth Group LLC— value not disclosed1
213TIG Advisors, LLC— value not disclosed1
214Liberty Capital Management, Inc.— value not disclosed1
215Barnett & Company, Inc.— value not disclosed1
216Tower Research Capital LLC (TRC)— value not disclosed1
217DV Trading LLC— value not disclosed1
218Global Retirement Partners, LLC— value not disclosed1
2191900 WEALTH MANAGEMENT LLC— value not disclosed1
220EVOKE WEALTH, LLC— value not disclosed1
221Cresta Advisors, Ltd.— value not disclosed1
222Corient Private Wealth LLC— value not disclosed1
223Stephens Consulting, LLC— value not disclosed1
224ABOUND FINANCIAL, LLC— value not disclosed1
225Pinnacle Financial Partners, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 207 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SUN

RETAINED WINDOW · ACTIVE HITS

Zero hits on SUN in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SUN · financials and macro

Financials — as filed PLANNED

SUN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SUN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing