Security record · archived quarter
SUN
Sunoco LP · Energy · Oil & Gas Refining & Marketing
5Tracked holders
0Δ holders
8.69MShares held
$434.45MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 21.77K | $1.60M | n/a | n/a |
| Q2 2026 | 57 | +3 | 29.76M | $2.01B | +4 | −2 |
| Q1 2026 | 56 | +1 | 29.14M | $1.90B | +5 | −4 |
| Q4 2025 | 54 | 0 | 27.52M | $1.44B | n/a | n/a |
| Q3 2025 | 5 | 0 | 8.69M | $434.45M | n/a | n/a |
| Q2 2025 | 2 | -1 | 41.11K | $2.20M | n/a | −1 |
| Q1 2025 | 1 | 0 | 1.07K | $62,008 | n/a | n/a |
| Q4 2024 | 1 | -1 | 12.80K | $658,689 | n/a | −1 |
| Q3 2024 | 2 | +1 | 6.05K | $325,032 | +1 | n/a |
| Q2 2024 | 1 | n/a | 27 | $1,527 | n/a | n/a |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 6.40M | n/a | $319.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 1.02M | n/a | $51.10M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 3 | JPMorgan Chase ✦ | 887.23K | n/a | $44.37M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 4 | Fidelity (FMR) ✦ | 365.63K | +1411.5% | $18.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 16.92K | 0.0% | $846,320 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 293 holders, 65.75M shares, $4.25B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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