Sunoco LP - Limited Partnership
US ˙ NYSE ˙ US86765K1097

SecuritySUN / Sunoco LP - Limited Partnership
InstitutionLPL Financial LLC
Latest Disclosed Ownership177,210 shares
Latest Disclosed Value $ 11,513,307
LPL Financial LLC reports 1.07% decrease in ownership of SUN / Sunoco LP - Limited Partnership

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 177,210 shares of Sunoco LP - Limited Partnership (US:SUN) valued at $11,513,334 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 179,123 shares of Sunoco LP - Limited Partnership. This represents a change in shares of -1.07% during the quarter. The current value of the position is $11,740,162 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F SUNOCO COM UT REP LP 86765K109 177,210 -1,913 -1.07 11,513 22.65 0.0031
2026-02-11 2025-12-31 13F SUNOCO COM UT REP LP 86765K109 179,123 -17,206 -8.76 9,388 -4.39 0.0026
2025-11-12 2025-09-30 13F SUNOCO COM UT REP LP 86765K109 196,329 5,670 2.97 9,818 -3.91 0.0029
2025-08-12 2025-06-30 13F SUNOCO COM UT REP LP 86765K109 190,659 5,734 3.10 10,217 -4.83 0.0034
2025-05-07 2025-03-31 13F SUNOCO COM UT REP LP 86765K109 184,925 6,986 3.93 10,737 17.29 0.0042
2025-02-11 2024-12-31 13F SUNOCO COM UT REP LP 86765K109 177,939 -15,099 -7.82 9,153 -11.67 0.0037
2024-11-08 2024-09-30 13F SUNOCO COM UT REP LP 86765K109 193,038 -33,957 -14.96 10,362 -19.26 0.0046
2024-08-07 2024-06-30 13F SUNOCO COM UT REP LP 86765K109 226,995 68,487 43.21 12,834 34.30 0.0064
2024-05-10 2024-03-31 13F SUNOCO COM UT REP LP 86765K109 158,508 13,074 8.99 9,556 9.65 0.0051
2024-02-14 2023-12-31 13F SUNOCO COM UT REP LP 86765K109 145,434 -6,995 -4.59 8,716 16.81 0.0053
2023-11-13 2023-09-30 13F SUNOCO COM UT REP LP 86765K109 152,429 7,383 5.09 7,461 18.09 0.0052
2023-07-31 2023-06-30 13F SUNOCO COM UT REP LP 86765K109 145,046 1,494 1.04 6,318 0.29 0.0045
2023-05-10 2023-03-31 13F SUNOCO COM UT REP LP 86765K109 143,552 15,255 11.89 6,301 13.94 0.0049
2023-02-07 2022-12-31 13F SUNOCO COM UT REP LP 86765K109 128,297 1,355 1.07 5,530 11.76 0.0047
2022-11-14 2022-09-30 13F SUNOCO COM UT REP LP 86765K109 126,942 -11,719 -8.45 4,947 -4.22 0.0048
2022-08-12 2022-06-30 13F SUNOCO COM UT REP LP 86765K109 138,661 33,066 31.31 5,165 19.75 0.0049
2022-05-16 2022-03-31 13F SUNOCO COM UT REP LP 86765K109 105,595 39,273 59.22 4,313 59.27 0.0037
2022-02-14 2021-12-31 13F SUNOCO COM UT REP LP 86765K109 66,322 18,290 38.08 2,708 51.03 0.0023
2021-11-15 2021-09-30 13F SUNOCO COM UT REP LP 86765K109 48,032 4,041 9.19 1,793 8.14 0.0017
2021-08-13 2021-06-30 13F SUNOCO COM UT REP LP 86765K109 43,991 10,004 29.43 1,658 53.23 0.0017
2021-05-14 2021-03-31 13F SUNOCO COM UT REP LP 86765K109 33,987 -11,581 -25.41 1,082 -17.47 0.0012
2021-02-12 2020-12-31 13F SUNOCO COM UT REP LP 86765K109 45,568 17,677 63.38 1,311 92.79 0.0017
2020-11-09 2020-09-30 13F SUNOCO COM UT REP LP 86765K109 27,891 1,748 6.69 680 13.90 0.0011
2020-08-13 2020-06-30 13F SUNOCO COM UT REP LP 86765K109 26,143 4,165 18.95 597 73.55 0.0010
2020-05-14 2020-03-31 13F SUNOCO COM UT REP LP 86765K109 21,978 -7,364 -25.10 344 -61.69 0.0007
2020-02-14 2019-12-31 13F SUNOCO COM UT REP LP 86765K109 29,342 -11,150 -27.54 898 -29.46 0.0016
2019-11-13 2019-09-30 13F SUNOCO COM UT REP LP 86765K109 40,492 10,215 33.74 1,273 34.42 0.0026
2019-08-09 2019-06-30 13F SUNOCO COM UT REP LP 86765K109 30,277 8,332 37.97 947 38.45 0.0020
2019-05-08 2019-03-31 13F SUNOCO COM UT REP LP 86765K109 21,945 2,841 14.87 684 31.79 0.0016
2019-02-07 2018-12-31 13F SUNOCO COM U REP LP 86765K109 19,104 -5,637 -22.78 519 -29.00 0.0014
2018-11-14 2018-09-30 13F SUNOCO COM U REP LP 86765K109 24,741 2,783 12.67 731 33.39 0.0018
2018-08-14 2018-06-30 13F SUNOCO COM U REP LP 86765K109 21,958 342 1.58 548 -0.54 0.0014
2018-05-15 2018-03-31 13F SUNOCO COM U REP LP 86765K109 21,616 3,876 21.85 551 9.33 0.0015
2018-02-14 2017-12-31 13F SUNOCO COM U REP LP 86765K109 17,740 8,224 86.42 504 70.27 0.0015
2017-11-14 2017-09-30 13F SUNOCO COM U REP LP 86765K109 9,516 619 6.96 296 8.82 0.0010
2017-08-14 2017-06-30 13F SUNOCO COM U REP LP 86765K109 8,897 -26,960 -75.19 272 -68.59 0.0010
2017-05-15 2017-03-31 13F SUNOCO COM U REP LP 86765K109 35,857 -86 -0.24 866 -10.72 0.0059
2017-02-13 2016-12-31 13F SUNOCO COM U REP LP 86765K109 35,943 24,817 223.05 970 203.13 0.0074
2016-11-16 2016-09-30 13F SUNOCO COM U REP LP 86765K109 11,126 11,126 0.00 320 0.0030
2016-08-15 2016-06-30 13F SUNOCO M U REP LP 86765K109 0 -10,980 -100.00 0 -100.00
2016-05-16 2016-03-31 13F SUNOCO M U REP LP 86765K109 10,980 2,178 24.74 349 0.29 0.0010
2016-02-12 2015-12-31 13F SUNOCO COM U REP LP 86765K109 8,802 8,802 348 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.