9 institutions reported holding $4.4M of SUNOCO LP/SUNOCO FIN CORP COM UT REP LP (SUN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bison Wealth, LLC ($1.6M), Quad-Cities Investment Group, LLC ($1.0M), M.E. ALLISON & CO., INC. ($792,803), Cohen Capital Management, Inc. ($554,175), Crumly & Associates Inc. ($317,993). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $1.6M | 23,859 | Added |
| 2 | Quad-Cities Investment Group, LLC | $1.0M | 15,230 | Added |
| 3 | M.E. ALLISON & CO., INC. | $792,803 | 11,745 | Hold |
| 4 | Cohen Capital Management, Inc. | $554,175 | 8,210 | Hold |
| 5 | Crumly & Associates Inc. | $317,993 | 4,711 | Hold |
| 6 | CoreCap Advisors, LLC | $38,813 | 575 | Hold |
| 7 | KERR FINANCIAL PLANNING Corp | $15,863 | 235 | Hold |
| 8 | Cedar Mountain Advisors, LLC | $6,278 | 93 | Hold |
| 9 | Hilltop National Bank | $5,400 | 80 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30