Sunoco

SUN • NYSE

Sunoco is a oil & gas refining & marketing company in the energy sector on NYSE, led by Joseph Kim, with a market cap of $10.1B. As of Q3 2025, 47% of shares are held by 268 institutional investors, with ALPS ADVISORS INC as the largest holder at 17.63%.

Chief Executive OfficerJoseph Kim

Market Cap$10.1B

Oil & Gas Refining & Marketing

Energy

Employees2.4K

Websitesunocolp.com

Country

United States of America

Overview

Overview of institutional ownership in SUN as of Q3 2025 with a market cap of $6.8B

All Institutions

Institutions: 268
Value Held: $3.2B
Shares Held: 63.9M
Avg Position: $11.9M
Median Position: $373.2K

Hedge Funds

Hedge Funds: 7
Value Held: $2.4M
Shares Held: 48.2K
Avg Position: $344.5K
Median Position: $222.9K

Ownership Breakdown

Institutional (non-HF)

46.75%

$3.2B

Hedge Funds

0.035%

$2.4M

Retail & Other

53.21%

$3.6B

Based on market cap of $6.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SUN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
A ALPS ADVISORS INC ETF Provider	Laton Andrew Spahr President	$1.2B 6.71% of portfolio	17.63% 24.1M shares	Q4 2023 Held for 1y 11m	$18.0B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$449.7M 0.07% of portfolio	6.58% 9.0M shares	Q2 2019 Held for 6y 5m	$633.08B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$319.8M 0.05% of portfolio	4.68% 6.4M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	-	$159.0M 0.26% of portfolio	2.33% 3.2M shares	Q2 2024 Held for 1y 5m	$61.8B
Energy Income Partners, LLC Long Only Manager	James Jarvis Murchie CEO	$95.9M 1.85% of portfolio	1.40% 1.9M shares	Q1 2024 Held for 1y 8m	$5.2B
Blackstone Group L.P. Institution	Jonathan D. Gray President	$94.2M 0.41% of portfolio	1.38% 1.9M shares	Q3 2022 Held for 3y 2m	$23.2B
C COOPERMAN LEON G Institution	-	$81.0M 2.53% of portfolio	1.19% 1.6M shares	Q1 2025 Held for 8 months	$3.2B
TORTOISE CAPITAL ADVISORS, L.L.C. Real Assets	Thomas Ibberson Florence CEO	$72.9M 0.94% of portfolio	1.07% 1.5M shares	Q2 2023 Held for 2y 5m	$7.8B
UBS Group AG Institution	Sergio P. Ermotti CEO	$51.5M 0.01% of portfolio	0.75% 1.0M shares	Q4 2014 Held for 10y 11m	$511.54B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$51.1M 0.00% of portfolio	0.75% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T

Net Capital Flow

Institutional buying and selling activity for SUN in Q3 2025

Traded: +$35.3M
Buyers: 109
Sellers: 100
Total Bought: +$120.9M
Total Sold: −$85.6M
Avg Position: $10.9M

Biggest Buyers

Institution	Net Bought	Current Position
A ALPS ADVISORS INC ETF Provider	+$30.0M +599.7K shares	$1.2B 24.1M shares
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	+$18.7M +374.4K shares	$159.0M 3.2M shares
FMR LLC Institution	+$17.1M +341.4K shares	$18.3M 365.6K shares
C COOPERMAN LEON G Institution	+$7.5M +150.0K shares	$81.0M 1.6M shares
BARCLAYS PLC Institution	+$7.5M +149.7K shares	$29.7M 594.0K shares
Blackstone Group L.P. Institution	+$4.4M +87.7K shares	$94.2M 1.9M shares
CHICKASAW CAPITAL MANAGEMENT LLC Long Only Manager	+$4.2M +84.0K shares	$11.4M 228.4K shares
H HRT FINANCIAL LLC Institution	+$2.8M +56.2K shares	$6.6M 131.3K shares
TORTOISE CAPITAL ADVISORS, L.L.C. Real Assets	+$2.6M +52.2K shares	$72.9M 1.5M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$2.5M +49.5K shares	$5.0M 100.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
INFRASTRUCTURE CAPITAL ADVISORS, LLC ETF Provider	−$17.5M −334.2K shares	$33.9M 648.4K shares
JPMORGAN CHASE & CO Institution	−$16.4M −328.4K shares	$22.2M 443.6K shares
UBS Group AG Institution	−$6.1M −121.1K shares	$51.5M 1.0M shares
GOLDMAN SACHS GROUP INC Institution	−$5.5M −109.0K shares	$319.8M 6.4M shares
I ING GROEP NV Institution	−$4.5M −90.0K shares	$4.7M 93.1K shares
Invesco Ltd. ETF Provider	−$4.5M −89.2K shares	$449.7M 9.0M shares
MORGAN STANLEY RIA/Wealth	−$4.4M −88.8K shares	$51.1M 1.0M shares
BANK OF AMERICA CORP /DE/ Institution	−$3.5M −69.8K shares	$4.9M 97.0K shares
Kestra Advisory Services, LLC RIA/Wealth	−$2.2M −44.3K shares	$949.3K 19.0K shares
Crescent Grove Advisors, LLC RIA/Wealth	−$2.0M −39.4K shares	$202.0K 4.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SUN in Q3 2025

New Positions: 15
New Value: $4.7M
Exited Positions: 24
Exited Value: $8.6M

New Positions

Institution	Position Value
IMC-Chicago, LLC RIA/Wealth	$1.9M 38.3K shares
D DRW Securities, LLC Institution	$553.4K 11.3K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$474.6K 9.5K shares
SFMG, LLC Fund of Funds	$310.1K 6.2K shares
A Abel Hall, LLC RIA/Wealth	$300.1K 6.0K shares
RIVERCHASE WEALTH MANAGEMENT, LLC RIA/Wealth	$234.0K 4.7K shares
ALPINE ASSOCIATES MANAGEMENT INC. Hedge Fund•Merger Arb	$222.9K 4.5K shares
Genesee Capital Advisors, LLC RIA/Wealth	$219.1K 4.4K shares
PINNACLE FINANCIAL PARTNERS INC Institution	$200.0K 4.0K shares
Ulland Investment Advisors, LLC Long Only Manager	$100.0K 2.0K shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$1.9M 35.4K shares
Ellsworth Advisors, LLC RIA/Wealth	$1.9M 34.6K shares
N NATIXIS Institution	$809.2K 15.1K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	$632.3K 11.8K shares
CUSTOM INDEX SYSTEMS, LLC RIA/Wealth	$611.9K 11.4K shares
B BNP PARIBAS ARBITRAGE, SA Institution	$451.2K 8.4K shares
S SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ Institution	$375.1K 7.0K shares
STEPHENS INC /AR/ RIA/Wealth	$352.0K 6.6K shares
T TWO SIGMA SECURITIES, LLC Institution	$304.6K 5.7K shares
Snowden Capital Advisors LLC RIA/Wealth	$280.5K 5.2K shares

Options Activity

Institutions with the largest Call and Put options positions in SUN as of Q3 2025

Call Positions: 5
Call Value: $24.5M
Put Positions: 7
Put Value: $45.2M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$16.0M 3.2K contracts
J JANE STREET GROUP, LLC Institution	$4.8M 958.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.5M 491.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.2M 242.0 contracts
BANK OF AMERICA CORP /DE/ Institution	- - contracts

Put Positions

Institution	Position Value
G Grantham, Mayo, Van Otterloo & Co. LLC Long Only Manager	$19.8M 4.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$17.4M 3.5K contracts
W WOLVERINE TRADING, LLC Institution	$3.0M 611.0 contracts
J JANE STREET GROUP, LLC Institution	$2.3M 451.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.4M 278.0 contracts
C CSS LLC/IL Institution	$1.3M 263.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	- - contracts

Most Committed Institutions

Institutions with SUN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A ALPS ADVISORS INC ETF Provider	Laton Andrew Spahr President	6.71% $1.2B	17.63% 24.1M shares	Q4 2023 Held for 1y 11m	$18.0B
INFRASTRUCTURE CAPITAL ADVISORS, LLC ETF Provider	Jay Don Hatfield CEO	6.03% $33.9M	0.47% 648.4K shares	Q4 2023 Held for 1y 11m	$561.1M
Fractal Investments LLC Long Only Manager	Chun Cao Managing Partner	4.45% $30.8M	0.45% 616.5K shares	Q1 2023 Held for 2y 8m	$693.0M
A Adams Asset Advisors, LLC RIA/Wealth	Steven Adams Managing Partner	3.70% $28.6M	0.42% 571.5K shares	≤ Q2 2013 Held for 12y 5m+	$772.6M
Recurrent Investment Advisors LLC Long Only Manager	Bradley Richard Olsen Managing Partner	3.58% $46.7M	0.68% 934.1K shares	Q4 2019 Held for 5y 11m	$1.3B
C COOPERMAN LEON G Institution	-	2.53% $81.0M	1.19% 1.6M shares	Q1 2025 Held for 8 months	$3.2B
Kercheville Advisors, LLC RIA/Wealth	Joe Beaty Kercheville President	2.33% $7.7M	0.11% 154.1K shares	Q2 2024 Held for 1y 5m	$330.8M
Energy Income Partners, LLC Long Only Manager	James Jarvis Murchie CEO	1.85% $95.9M	1.40% 1.9M shares	Q1 2024 Held for 1y 8m	$5.2B
Barnett & Company, Inc. RIA/Wealth	Rodrigo Fernandez Tinoco Member	1.63% $2.1M	0.03% 42.1K shares	Q1 2021 Held for 4y 8m	$129.3M
P PARK CIRCLE Co Institution	-	1.58% $1.8M	0.03% 36.4K shares	Q2 2021 Held for 4y 5m	$115.2M

Hedge Fund Spotlight

Discover hedge funds investing in SUN

GABLES CAPITAL MANAGEMENT INC.

Hedge Fund • Long/Short

Portfolio ManagerJudith Cohen Neiwirth

Portfolio Value: $233.4M
Positions: 457
Last Reported: Q3 2025

Sector Allocation

Position in Sunoco

Market Value: $2.0K
Shares Held: 40.0
Portfolio Weight: 0.00%
Owned Since: 2024-Q2

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