Stock ownership · SEC 13F · Q4 2025

SUNOCO LP/SUNOCO FIN CORP COM UT REP LP

Institutional ownership of SUNOCO LP/SUNOCO FIN CORP COM UT REP LP (CUSIP 86765K109) - who holds it, how concentrated it is, and what moved last quarter.

$1.8M
Reported value
2
Institutions
100%
Top-5 share

The verdict

2 institutions report $1.8M of SUNOCO LP/SUNOCO FIN CORP COM UT REP LP positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

2
institutions hold it
$1.8M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 86765K109 · Q4 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $1.8M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - SUNOCO LP/SUNOCO FIN CORP COM UT REP LP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a SUNOCO LP/SUNOCO FIN CORP COM UT REP LP position has risen from 1 to 2 over the last 8 quarters of 13F filings.

012345 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 2
Distinct 13F filers holding SUNOCO LP/SUNOCO FIN CORP COM UT REP LP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 MidFirst Bank 30,500 $1.6M 91.0%
2 Anchor Investment Management, LLC 3,000 $157K 9.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SUNOCO LP/SUNOCO FIN CORP COM UT REP LP's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

MidFirst Bank $1.6M
Anchor Investment Management, LLC $157K

Complete exits (4)

CIBC Private Wealth Group LLC exited
Strategic Advocates LLC exited
KERR FINANCIAL PLANNING Corp exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Frequently Asked Questions

How many institutions hold SUNOCO LP/SUNOCO FIN CORP COM UT REP LP?▼
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SUNOCO LP/SUNOCO FIN CORP COM UT REP LP?▼
Institutions report $1.8M of SUNOCO LP/SUNOCO FIN CORP COM UT REP LP as of Q4 2025.
How concentrated is ownership of SUNOCO LP/SUNOCO FIN CORP COM UT REP LP?▼
The top five institutional holders account for 100% of the reported institutional value in SUNOCO LP/SUNOCO FIN CORP COM UT REP LP, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of SUNOCO LP/SUNOCO FIN CORP COM UT REP LP?▼
MidFirst Bank is the largest reported holder of SUNOCO LP/SUNOCO FIN CORP COM UT REP LP with $1.6M across 30,500 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.