Filing Research | SUNOCO LP/SUNOCO FIN CORP Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	Fractal Investments LLC	Shares	682.0KSH	$46.0M
2	Adams Asset Advisors, LLC	Shares	565.8KSH	$38.2M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	106.3KSH	$7.2M
4	Waldron Private Wealth LLC	Shares	71.0KSH	$4.8M
5	J.W. COLE ADVISORS, INC.	Shares	59.1KSH	$4.0M
6	Gilman Hill Asset Management, LLC	Shares	50.3KSH	$3.4M
7	Bison Wealth, LLC	Shares	23.9KSH	$1.6M
8	Apollon Wealth Management, LLC	Shares	22.1KSH	$1.5M
9	CASCADE INVESTMENT GROUP, INC.	Shares	21.6KSH	$1.5M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.0KSH	$1.3M
11	Focus Financial Network, Inc.	Shares	16.6KSH	$1.1M
12	CARY STREET PARTNERS FINANCIAL LLC	Shares	16.6KSH	$1.1M
13	Austin Wealth Management, LLC	Shares	13.9KSH	$1.0M
14	Quad-Cities Investment Group, LLC	Shares	15.2KSH	$1.0M
15	M.E. ALLISON & CO., INC.	Shares	11.7KSH	$792.8K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	11.0KSH	$744.1K
17	BALDWIN WEALTH PARTNERS LLC/MA	Shares	9.9KSH	$665.5K
18	B. Riley Wealth Advisors, Inc.	Shares	9.4KSH	$647.3K
19	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	8.5KSH	$573.8K
20	Cohen Capital Management, Inc.	Shares	8.2KSH	$554.2K
21	UHLMANN PRICE SECURITIES, LLC	Shares	7.8KSH	$527.2K
22	BENJAMIN EDWARDS INC	Shares	7.6KSH	$512.4K
23	Avidian Wealth Enterprises, LLC	Shares	7.5KSH	$505.6K
24	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	6.8KSH	$458.7K
25	Wealthcare Advisory Partners LLC	Shares	6.0KSH	$405.5K
26	Abel Hall, LLC	Shares	6.0KSH	$405.0K
27	VAQUERO PRIVATE WEALTH, LTD	Shares	6.0KSH	$405.0K
28	PFG Investments, LLC	Shares	6.0KSH	$401.7K
29	Diversified Trust Co	Shares	5.8KSH	$393.3K
30	Patriot Financial Group Insurance Agency, LLC	Shares	5.8KSH	$389.5K
31	Corps Capital Advisors, LLC	Shares	5.7KSH	$386.4K
32	Crumly & Associates Inc.	Shares	4.7KSH	$318.0K
33	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	4.7KSH	$315.8K
34	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.6KSH	$307.7K
35	Lee Financial Co	Shares	4.5KSH	$305.8K
36	CWA Asset Management Group, LLC	Shares	4.5KSH	$305.6K
37	Liberty Capital Management, Inc.	Shares	4.4KSH	$295.9K
38	D.A. DAVIDSON & CO.	Shares	4.2KSH	$286.7K
39	Whitener Capital Management, Inc.	Shares	4.2KSH	$281.6K
40	CAPITAL ADVISORS INC/OK	Shares	3.9KSH	$265.4K
41	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	3.7KSH	$251.9K
42	Wealth Alliance Advisory Group, LLC	Shares	3.7KSH	$246.6K
43	DAVENPORT & Co LLC	Shares	3.5KSH	$238.9K
44	Foster Victor Wealth Advisors, LLC	Shares	3.1KSH	$223.3K
45	XML Financial, LLC	Shares	3.3KSH	$222.8K
46	Cyndeo Wealth Partners, LLC	Shares	3.2KSH	$214.0K
47	AMERICAN NATIONAL BANK & TRUST	Shares	3.0KSH	$200.1K
48	SALEM INVESTMENT COUNSELORS INC	Shares	2.7KSH	$180.0K
49	Aventura Private Wealth, LLC	Shares	1.9KSH	$128.9K
50	Farther Finance Advisors, LLC	Shares	1.4KSH	$95.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 78 loaded

#		Instrument
1	Fractal Investments LLC added	Shares	+65.5K	+$6.0M	$46.0M
2	Adams Asset Advisors, LLC unchanged	Shares	0	+$1.4M	$38.2M
3	Bison Wealth, LLC added	Shares	+20.6K	+$1.4M	$1.6M
4	Austin Wealth Management, LLC new	Shares	+13.9K	+$1.0M	$1.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.0K	+$397.8K	$1.3M
6	Gilman Hill Asset Management, LLC added	Shares	+1.8K	+$243.7K	$3.4M
7	Foster Victor Wealth Advisors, LLC new	Shares	+3.1K	+$223.3K	$223.3K
8	Waldron Private Wealth LLC unchanged	Shares	0	+$179.6K	$4.8M
9	Quad-Cities Investment Group, LLC added	Shares	+1.0K	+$105.7K	$1.0M
10	J.W. COLE ADVISORS, INC. trimmed	Shares	-1.4K	+$61.4K	$4.0M
11	Avidian Wealth Enterprises, LLC added	Shares	+574	+$56.3K	$505.6K
12	Apollon Wealth Management, LLC trimmed	Shares	-93	+$50.0K	$1.5M
13	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$41.9K	$1.1M
14	CASCADE INVESTMENT GROUP, INC. trimmed	Shares	-300	+$35.1K	$1.5M
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-93	+$35.0K	$744.1K
16	PFG Investments, LLC added	Shares	+237	+$30.5K	$401.7K
17	M.E. ALLISON & CO., INC. unchanged	Shares	0	+$29.7K	$792.8K
18	BALDWIN WEALTH PARTNERS LLC/MA unchanged	Shares	0	+$24.9K	$665.5K
19	Focus Financial Network, Inc. trimmed	Shares	-281	+$23.7K	$1.1M
20	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$21.5K	$573.8K
21	Cohen Capital Management, Inc. unchanged	Shares	0	+$20.8K	$554.2K
22	CARY STREET PARTNERS INVESTMENT ADVISORY LLC unchanged	Shares	0	+$17.2K	$458.7K
23	UHLMANN PRICE SECURITIES, LLC trimmed	Shares	-55	+$16.2K	$527.2K
24	Abel Hall, LLC unchanged	Shares	0	+$15.2K	$405.0K
25	Diversified Trust Co unchanged	Shares	0	+$14.7K	$393.3K
26	Corps Capital Advisors, LLC unchanged	Shares	0	+$14.5K	$386.4K
27	Crumly & Associates Inc. unchanged	Shares	0	+$11.9K	$318.0K
28	RIVERCHASE WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$11.8K	$315.8K
29	Lee Financial Co unchanged	Shares	0	+$11.5K	$305.8K
30	ENTRUST FINANCIAL LLC new	Shares	+166	+$11.2K	$11.2K
31	CAPITAL ADVISORS INC/OK unchanged	Shares	0	+$9.9K	$265.4K
32	PERRYMAN FINANCIAL ADVISORY INC /AD unchanged	Shares	0	+$9.4K	$251.9K
33	Wealth Alliance Advisory Group, LLC unchanged	Shares	0	+$9.2K	$246.6K
34	DAVENPORT & Co LLC unchanged	Shares	0	+$9.0K	$238.9K
35	XML Financial, LLC unchanged	Shares	0	+$8.3K	$222.8K
36	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$8.0K	$214.0K
37	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$7.5K	$200.1K
38	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$6.7K	$180.0K
39	Farther Finance Advisors, LLC added	Shares	+4	+$5.1K	$95.5K
40	Aventura Private Wealth, LLC unchanged	Shares	0	+$4.8K	$128.9K
41	D.A. DAVIDSON & CO. trimmed	Shares	-100	+$4.3K	$286.7K
42	Key FInancial Inc added	Shares	+14	+$3.5K	$69.9K
43	HHM Wealth Advisors, LLC unchanged	Shares	0	+$3.0K	$81.0K
44	B. Riley Wealth Advisors, Inc. trimmed	Shares	-278	+$2.7K	$647.3K
45	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$2.6K	$69.3K
46	Harbor Asset Planning, Inc. unchanged	Shares	0	+$1.9K	$51.4K
47	Whitener Capital Management, Inc. trimmed	Shares	-135	+$1.8K	$281.6K
48	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$1.6K	$42.3K
49	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$1.5K	$40.6K
50	CoreCap Advisors, LLC unchanged	Shares	0	+$1.5K	$38.8K

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