Sunoco LP - Limited Partnership
US ˙ NYSE ˙ US86765K1097

SecuritySUN / Sunoco LP - Limited Partnership
InstitutionUnited Advisor Group, LLC
Latest Disclosed Ownership8,093 shares
Latest Disclosed Value $ 525,802
United Advisor Group, LLC ownership in SUN / Sunoco LP - Limited Partnership

On April 17, 2026 - United Advisor Group, LLC filed a 13F-HR form disclosing ownership of 8,093 shares of Sunoco LP - Limited Partnership (US:SUN) valued at $525,802 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 8,093 shares of Sunoco LP - Limited Partnership. This represents a change in shares of 0.00% during the quarter. The current value of the position is $536,161 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-17 2026-03-31 13F SUNOCO COM UT REP LP 86765K109 8,093 0 0.00 526 23.82 0.0648
2026-01-26 2025-12-31 13F SUNOCO COM UT REP LP 86765K109 8,093 0 0.00 424 4.95 0.0529
2025-11-12 2025-09-30 13F SUNOCO COM UT REP LP 86765K109 8,093 0 0.00 405 -6.70 0.0545
2025-08-11 2025-06-30 13F SUNOCO COM UT REP LP 86765K109 8,093 614 8.21 434 -0.23 0.0750
2025-04-21 2025-03-31 13F SUNOCO COM UT REP LP 86765K109 7,479 351 4.92 434 18.58 0.0890
2025-02-24 2024-12-31 13F SUNOCO COM UT REP LP 86765K109 7,128 -1,436 -16.77 367 -20.26 0.0725
2024-10-30 2024-09-30 13F SUNOCO LP SUNOCO FIN CORP COM UT REP COM UT REP LP 86765K109 8,564 0 0.00 460 -5.17 0.1039
2024-08-08 2024-06-30 13F SUNOCO LP SUNOCO FIN CORP COM UT REP COM 86765K109 8,564 -67 -0.78 484 -6.92 0.1505
2024-05-14 2024-03-31 13F SUNOCO LPSUNOCO FIN CORP COM UT REP COM 86765K109 8,631 8,631 520 0.1956
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.