SUN — Sunoco Lp/Sunoco Fin Corp Institutional Holders · Q3 2026
Who owns Sunoco Lp/Sunoco Fin Corp (SUN)? 12 institutions reported holding $57.31M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Adams Asset Advisors, LLC ($41.2M), Chickasaw Capital Management LLC ($13.3M), M.E. Allison & Co., Inc. ($855,875).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Adams Asset Advisors, LLC | $41.2M | 565,822 | Hold |
| 2 | CHICKASAW CAPITAL MANAGEMENT LLC | $13.3M | 182,535 | Trimmed |
| 3 | M.E. ALLISON & CO., INC. | $855,875 | 11,745 | Hold |
| 4 | DAVIDSON TRUST CO | $655,830 | 9,000 | Hold |
| 5 | Avidian Wealth Enterprises, LLC | $528,369 | 7,251 | Trimmed |
| 6 | Crumly & Associates Inc. | $343,291 | 4,711 | Hold |
| 7 | AMERICAN NATIONAL BANK & TRUST | $215,986 | 2,964 | Hold |
| 8 | Farther Finance Advisors, LLC | $103,419 | 1,419 | Added |
| 9 | CoreCap Advisors, LLC | $41,900 | 575 | Hold |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $15,906 | 218 | Hold |
| 11 | Rosenberg Matthew Hamilton | $13,700 | 188 | Hold |
| 12 | Coastline Trust Co | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30