268 tracked 13F filers disclose a position in SUN as of the latest SEC 13F filings, a combined $3.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | $1.6B | 24.4M | ▼−0.9% Reduced · −236K sh | Q2 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $359.2M | 5.5M | ▼−5.7% Reduced · −333K sh | Q1 2026 | |
| 3 | FMR LLC | $236.3M | 3.6M | ▲+97% Added · +1.8M sh | Q1 2026 | |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $209.6M | 3.2M | ▲+4.7% Added · +145K sh | Q1 2026 | |
| 5 | Energy Income Partners, LLC | $119.4M | 1.8M | ▼−7.0% Reduced · −132K sh | Q2 2026 | |
| 6 | COOPERMAN LEON G | $105.3M | 1.6M | —Held | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $99.8M | 1.5M | ▼−7.5% Reduced · −122K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $72.2M | 1.1M | ▼−32% Reduced · −528K sh | Q1 2026 | |
| 9 | Recurrent Investment Advisors LLC | $66.8M | 1.0M | ▲+51% Added · +349K sh | Q1 2026 | |
| 10 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $67.2M | 996K | ▲+2.3% Added · +23K sh | Q2 2026 | |
| 11 | MILLER HOWARD INVESTMENTS INC /NY | $65.8M | 974K | ▲+19% Added · +158K sh | Q2 2026 | |
| 12 | UBS Group AG | $62.4M | 960K | ▼−0.7% Reduced · −7K sh | Q1 2026 | |
| 13 | Blackstone Inc. | $58.1M | 894K | ▼−63% Reduced · −1.5M sh | Q1 2026 | |
| 14 | TORTOISE CAPITAL ADVISORS, L.L.C. | $53.0M | 815K | ▲+1.9% Added · +15K sh | Q1 2026 | |
| 15 | BARCLAYS PLC | $51.6M | 795K | ▲+36% Added · +212K sh | Q1 2026 | |
| 16 | Fractal Investments LLC | $46.0M | 682K | ▲+11% Added · +65K sh | Q2 2026 | |
| 17 | BOWEN HANES & CO INC | $39.0M | 600K | —Held | Q1 2026 | |
| 18 | Neuberger Berman Group LLC | $37.5M | 576K | ▼−2.0% Reduced · −12K sh | Q1 2026 | |
| 19 | Adams Asset Advisors, LLC | $38.2M | 566K | —Held | Q2 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $24.9M | 384K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 21 | Allianz Asset Management GmbH | $21.3M | 328K | ▲+179% Added · +211K sh | Q1 2026 | |
| 22 | CITIGROUP INC | $15.5M | 239K | ▲+15% Added · +32K sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $14.5M | 223K | ▲+11% Added · +22K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $13.3M | 205K | ▲+32% Added · +50K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $12.4M | 190K | ▲+7.2% Added · +13K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in SUN and 17 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| CHEVRON CORPCVX | 138 funds | $4.5B |
| APPLE INCAAPL | 137 funds | $57.3B |
| MICROSOFT CORPMSFT | 137 funds | $49.6B |
| AMAZON.COM INCAMZN | 137 funds | $33.5B |
| ALPHABET INC-CL AGOOGL | 136 funds | $29.4B |
| NVIDIA CORPNVDA | 135 funds | $67.9B |
| BROADCOM INCAVGO | 135 funds | $22.2B |
| META PLATFORMS INC-CLASS AMETA | 135 funds | $15.9B |
| ABBVIE INCABBV | 134 funds | $6.5B |
| ALPHABET INC-CL CGOOG | 133 funds | $22.6B |
| JPMORGAN CHASE & COJPM | 133 funds | $15.0B |
| ENTERPRISE PRODUCTS PARTNERSEPD | 132 funds | $3.7B |
Ranked by how many of SUN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 29, 2024 | Harkness Austin | EVP - Commercial | Buy (P) | 1K | $50K |
| May 24, 2024 | Fails Karl R | EVP & Chief Operations Officer | Buy (P) | 3K | $151K |
| May 24, 2024 | Hand Brian A | EVP-Chief Sales Officer | Buy (P) | 2K | $99K |
| May 23, 2024 | Kim Joseph | President & CEO, Director | Buy (P) | 5K | $253K |
| Apr 17, 2024 | Skidmore David K | Director | Buy (P) | 600 | $31K |
| Apr 17, 2024 | Skidmore David K | Director | Buy (P) | 900 | $47K |
| Dec 5, 2023 | Dodderer Arnold | GC & Asst. Sec. | Sell (S) | 8K | $417K |
| Jun 16, 2022 | Kim Joseph | President & CEO, Director | Buy (P) | 5K | $178K |
| Dec 14, 2021 | Ramsey Matthew S. | Director | Buy (P) | 3K | $94K |
| Dec 2, 2021 | Skidmore David K | Director | Buy (P) | 3K | $95K |
| Nov 8, 2021 | Anbouba Imad K. | Director | Sell (S) | 800 | $32K |
| Nov 8, 2021 | Anbouba Imad K. | Director | Sell (S) | 696 | $28K |
| Class | 13F holders | Value held |
|---|---|---|
| SUNthis pagelp | 268 funds | $3.8B |
| 86765KAB5Corporate Bond - Domestic | 1 funds | $164K |
| 86765KAC3Corporate Bond - Domestic | 1 funds | $98K |
| 86765KAK5Corporate Bond - Domestic | 1 funds | $91K |
| 86765KAD1Corporate Bond - Domestic | 1 funds | $86K |
| 86765KAF6Corporate Bond - Domestic | 1 funds | $85K |
| 86765KAJ8Corporate Bond - Domestic | 1 funds | $82K |
| 86765KAG4Corporate Bond - Domestic | 1 funds | $79K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SUN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SUN/capital-change-brief"
Use Arkolith's capital_change_brief for SUN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SUN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.