Sunoco Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:SUN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 May 24	BuyUS$49,740	Austin Harkness	Individual	1,000	US$49.74
24 May 24	BuyUS$150,540	Karl Fails	Individual	3,000	US$50.18
24 May 24	BuyUS$99,180	Brian Hand	Individual	2,000	US$49.59
23 May 24	BuyUS$252,516	Joseph Kim	Individual	5,000	US$50.50
17 Apr 24	BuyUS$78,144	David Skidmore	Individual	1,500	US$52.10

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SUN?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	10,000	0.00735%
Individual Insiders	789,111	0.58%
Public Companies	28,463,967	20.9%
General Public	48,517,636	35.7%
Institutions	58,220,875	42.8%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 61.8%.

Top Shareholders

Top 25 shareholders own 59.66% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20.9%	Energy Transfer LP	28,463,967	US$1.5b	0%	no data
14.1%	ALPS Advisors, Inc.	19,133,669	US$984.2m	1.71%	5.25%
6.36%	Invesco Ltd.	8,654,731	US$445.2m	2%	0.12%
5%	Goldman Sachs Asset Management, L.P.	6,794,207	US$349.5m	2.2%	0.09%
1.82%	Mirae Asset Global Investments Co., Ltd.	2,480,659	US$127.6m	-39.5%	0.11%
1.61%	JPMorgan Chase & Co, Brokerage and Securities Investments	2,190,977	US$112.7m	26.2%	0.05%
1.05%	Harvest Fund Advisors LLC	1,429,310	US$73.5m	-11%	0.94%
0.99%	Tortoise Capital Advisors, L.L.C.	1,349,687	US$69.4m	-0.12%	0.8%
0.85%	Morgan Stanley Investment Management Inc.	1,160,733	US$59.7m	-1.24%	0.05%
0.8%	Infrastructure Capital Advisors, LLC	1,087,407	US$55.9m	3.06%	8.02%
0.78%	Energy Income Partners LLC	1,056,298	US$54.3m	8.43%	1.06%
0.73%	UBS Asset Management AG	986,111	US$50.7m	0.81%	no data
0.64%	Recurrent Investment Advisors LLC	864,176	US$44.5m	29.3%	3.85%
0.51%	ClearBridge Investments, LLC	700,229	US$36.0m	0%	0.03%
0.49%	Fractal Investments LLC	672,682	US$34.6m	0%	5.49%
0.44%	Bowen, Hanes & Company, Inc.	600,000	US$30.9m	0%	0.81%
0.43%	Miller Howard Investments, Inc.	589,761	US$30.3m	1.1%	0.92%
0.42%	Adams Asset Advisors LLC	571,538	US$29.4m	0%	3.93%
0.32%	Barclays PLC Private Banking & Investment Banking Investment	436,280	US$22.4m	1,090,000%	0.01%
0.27%	Bank of America Corporation, Asset Management Arm	369,632	US$19.0m	-19.2%	0.01%
0.25%	Susquehanna International Group, LLP, Asset Management Arm	346,159	US$17.8m	16.2%	0.03%
0.25%	Citigroup Inc.,Banking and Securities Investments	339,402	US$17.5m	-22.2%	0.01%
0.22%	Neuberger Berman Investment Advisers LLC	304,613	US$15.7m	-3.08%	0.01%
0.21%	Hudson River Trading LLC, Asset Management Arm	287,773	US$14.8m	0%	0.08%
0.2%	Raymond James Financial Services Advisors, Inc.	271,831	US$14.0m	-1.81%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 03:45
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Sunoco LP is covered by 27 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ethan Bellamy	Baird
Richard Gross	Barclays
Theresa Chen	Barclays