Subscribe

Sunoco LP (SUN)

USD71.61 +0.81 (+1.14%)
US NYSE Energy Oil & Gas Refining & Marketing
Address 8111 Westchester Drive 75225
Dallas, TX, US
CEO Joseph Kim
IPO 2012-09-25
CIK 1552275 ISIN US86765K1097

Explore sections of this company profile

Description

Sunoco LP, together with its subsidiaries, engages in the energy infrastructure and distribution of motor fuels in the United States. It operates in four segments: Fuel Distribution, Pipeline Systems, Refinery, and Terminals. The Fuel Distribution segment distributes motor fuels and other petroleum products, such as propane and lubricating oil to third-party dealers and distributors, independent operators of commission agent locations, other commercial consumers of motor fuel, and retail locations; and leases real estate properties. This segment also offers non-fuel products, including in-store merchandise and company-operated retail stores food services, as well as credit card processing, car washes, lottery, and other services. The Pipeline Systems segment includes an integrated pipeline and terminal network comprising refined product, crude oil, and ammonia pipelines and terminals. The Terminals segment operates transmix processing facilities and refined product terminals; and provides blending, additive injections, handling, and filtering services. The company was formerly known as Susser Petroleum Partners LP and changed its name to Sunoco LP in 2014. Sunoco LP was founded in 1960 and is based in Dallas, Texas.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
NuStar Energy L.P. NS 2024-02-26 View
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD71.61 +0.81 (+1.14%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
464.5K
Beta
0.43
Float Shares
106.38M
Free Float %
77.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+4.21% +3.57% +6.52% +17.66% +35.72% +32.23% +24.80% +58.47% +100.06% +106.25% +202.49%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (24 ratings, all time) Hold
Price Targets & DCF
Current price
71.61
Low 63.00 -12.0%
Consensus 71.80 +0.3%
Median 75.00 +4.7%
High 80.00 +11.7%
DCF (Unlevered) 101.30 +41.5%
DCF (Levered) 40.79 -43.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 5 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 3
77.33
+8.0%
Last Quarter 5
71.80
+0.3%
Last Year 9
68.89
-3.8%
All Time 20
60.20
-15.9%
Quality scores
Altman Z-Score
1.53
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Oil & Gas Refining & Marketing: -1.3%
    +11.1% Q1'26: +106.4% (vs Q1'25)
  • EPS growth Oil & Gas Refining & Marketing: +42.8%
    -39.0% Q1'26: +135.5% (vs Q1'25)
  • FCF margin FCF growth · Oil & Gas Refining & Marketing: +92.2%
    +1.0% Q1'26: +2.6% (vs Q1'25)
  • EBIT margin Oil & Gas Refining & Marketing: +4.6%
    +4.5% Q1'26: +8.6% (vs Q1'25)
  • ROIC Oil & Gas Refining & Marketing: +5.9%
    +4.4% Q1'26: +36.1% (vs Q1'25)
  • Share dilution Oil & Gas Refining & Marketing: +0.0%
    +15.0% Q1'26: +0.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Oil & Gas Refining & Marketing: 0.89×
    8.86× Q1'26: 0.31× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.47) × ERP
WACC = 37% × Ke + 63% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 98.22 Current price: 71.61
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
4 EPS Ana.
Dec 2028
2 Rev. Ana.
4 EPS Ana.
Dec 2029
1 Rev. Ana.
2 EPS Ana.
Dec 2030
1 Rev. Ana.
2 EPS Ana.
Revenue
4.49B
est: 4.73B (-5.0%)
5.38B
est: 6.40B (-15.9%)
12.43B
est: 14.15B (-12.2%)
9.99B
est: 15.54B (-35.8%)
11.72B
est: 11.39B (+2.9%)
16.99B
est: 17.24B (-1.4%)
16.60B
est: 16.57B (+0.2%)
10.71B
est: 11.36B (-5.8%)
17.60B
est: 17.28B (+1.8%)
25.73B
est: 24.33B (+5.7%)
23.07B
est: 21.63B (+6.6%)
22.69B
est: 22.05B (+2.9%)
25.20B
est: 25.20B (+0.0%)
43.67B
38.05B – 48.05B
+73.3% YoY
44.20B
38.51B – 48.63B
+1.2% YoY
41.12B
39.19B – 43.04B
-7.0% YoY
50.99B
44.42B – 56.10B
+24.0% YoY
43.09B
37.54B – 47.41B
-15.5% YoY
EBITDA
49.63M
est: 50.75M (-2.2%)
101.56M
est: 66.31M (+53.2%)
403.00M
est: 431.80M (-6.7%)
-368.00M
est: -9.40B (+96.1%)
399.00M
est: -3.09B (+112.9%)
421.00M
est: -1.37B (+130.7%)
647.00M
est: 624.73M (+3.6%)
595.00M
est: 508.01M (+17.1%)
887.00M
est: 653.05M (+35.8%)
870.00M
est: 789.24M (+10.2%)
829.00M
est: 904.87M (-8.4%)
1.03B
est: 1.05B (-2.1%)
1.82B
est: 1.20B (+51.9%)
2.07B
1.81B – 2.28B
+73.3% YoY
2.10B
1.83B – 2.31B
+1.2% YoY
1.95B
1.86B – 2.04B
-7.0% YoY
2.42B
2.11B – 2.66B
+24.0% YoY
2.05B
1.78B – 2.25B
-15.5% YoY
EBIT
40.82M
est: 42.70M (-4.4%)
74.61M
est: 52.50M (+42.1%)
253.00M
est: 241.35M (+4.8%)
-544.00M
est: -13.11B (+95.9%)
230.00M
est: 1.56B (-85.2%)
239.00M
est: 921.71M (-74.1%)
464.00M
est: 444.50M (+4.4%)
406.00M
est: 247.56M (+64.0%)
710.00M
est: 653.68M (+8.6%)
677.00M
est: 770.41M (-12.1%)
642.00M
est: 880.76M (-27.1%)
658.00M
est: 742.45M (-11.4%)
1.13B
est: 848.34M (+33.2%)
1.47B
1.28B – 1.62B
+73.3% YoY
1.49B
1.30B – 1.64B
+1.2% YoY
1.38B
1.32B – 1.45B
-7.0% YoY
1.72B
1.50B – 1.89B
+24.0% YoY
1.45B
1.26B – 1.60B
-15.5% YoY
Net Income
37.03M
est: 38.61M (-4.1%)
56.74M
est: 42.16M (+34.6%)
190.25M
est: 97.88M (+94.4%)
-406.00M
est: -12.19B (+96.7%)
149.00M
est: -3.50B (+104.3%)
-207.00M
est: -2.50B (+91.7%)
235.00M
est: 286.88M (-18.1%)
135.00M
est: -169.69M (+179.6%)
446.00M
est: 327.65M (+36.1%)
397.00M
est: 423.97M (-6.4%)
311.00M
est: 489.03M (-36.4%)
716.00M
est: 1.10B (-35.0%)
527.00M
est: 623.11M (-15.4%)
1.12B
974.21M – 1.27B
+80.0% YoY
1.19B
926.67M – 1.46B
+6.3% YoY
1.14B
886.56M – 1.40B
-4.3% YoY
960.39M
799.52M – 1.09B
-15.8% YoY
1.00B
834.93M – 1.13B
+4.4% YoY
SGA
17.83M
est: 18.67M (-4.5%)
37.62M
est: 22.40M (+67.9%)
205.00M
est: 205.06M (0.0%)
409.00M
est: 2.75B (-85.1%)
221.00M
est: 2.13B (-89.6%)
213.00M
est: 551.26M (-61.4%)
197.00M
est: 195.86M (+0.6%)
173.00M
est: 324.95M (-46.8%)
168.00M
est: 152.52M (+10.1%)
183.00M
est: 163.23M (+12.1%)
194.00M
est: 185.88M (+4.4%)
277.00M
est: 216.22M (+28.1%)
296.00M
est: 247.06M (+19.8%)
428.20M
373.03M – 471.11M
+73.3% YoY
433.38M
377.54M – 476.81M
+1.2% YoY
403.13M
384.23M – 422.02M
-7.0% YoY
499.94M
435.52M – 550.03M
+24.0% YoY
422.50M
368.06M – 464.83M
-15.5% YoY
EPS
1.69
est: 1.84 (-8.2%)
1.41
est: 2.19 (-35.6%)
1.09
est: 2.23 (-51.2%)
-4.34
est: 1.84 (-335.5%)
1.50
est: 1.40 (+7.1%)
-2.46
est: -1.04 (-135.5%)
2.84
est: 3.01 (-5.7%)
1.63
est: 2.39 (-31.7%)
5.35
est: 5.44 (-1.6%)
4.74
est: 5.24 (-9.5%)
3.70
est: 6.45 (-42.7%)
6.04
est: 8.18 (-26.1%)
3.68
est: 4.54 (-19.0%)
8.17
7.10 – 9.25
+80.0% YoY
8.69
6.75 – 10.62
+6.3% YoY
8.43
6.46 – 10.17
-3.0% YoY
7.00
5.83 – 7.91
-17.0% YoY
7.31
6.09 – 8.26
+4.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-08 Citigroup Buy Buy Maintain
2026-05-07 Wells Fargo Overweight Overweight Maintain
2026-05-01 RBC Capital Outperform Outperform Maintain
2026-04-28 Mizuho Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 3/5 5/5 3/5 2/5 3/5 1/5
2026-05-08 B 3/5 3/5 5/5 3/5 2/5 3/5 1/5
2026-05-07 B 3/5 3/5 5/5 3/5 2/5 3/5 1/5
2026-05-06 B 3/5 3/5 5/5 3/5 2/5 3/5 1/5
2026-05-05 B 3/5 3/5 5/5 4/5 2/5 1/5 1/5
2026-05-04 B 3/5 3/5 3/5 3/5 1/5 2/5 4/5
2026-05-01 B 3/5 3/5 3/5 4/5 1/5 2/5 4/5
2026-04-30 B 3/5 3/5 3/5 4/5 1/5 2/5 4/5
2026-04-29 B 3/5 3/5 3/5 4/5 1/5 2/5 4/5
2026-04-28 B 3/5 3/5 3/5 4/5 1/5 2/5 4/5
2026-04-27 B 3/5 3/5 3/5 4/5 1/5 2/5 4/5
2026-04-24 B 3/5 3/5 3/5 4/5 1/5 2/5 4/5
2026-04-23 B 3/5 3/5 3/5 4/5 1/5 2/5 4/5
2026-04-22 B 3/5 3/5 3/5 4/5 1/5 2/5 4/5
2026-04-21 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-20 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-17 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-16 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5
2026-04-15 B+ 3/5 4/5 3/5 5/5 1/5 2/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.26B
OE per share TTM
9.17
Owner's Yield
13.28%
Maintenance CapEx ratio
700.73%
Maint CapEx / Avg PPE
25.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
90
Total invested
217.43M
Insider transactions (90d)
0
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 OppenheimerFunds, Inc. 15.16M 18.38% 15.16M IA Colorado 2019-01-18
2 Susser Holdings Corporation 10.95M 50.10% 10.95M 10.00 CO Delaware 2012-10-05
3 27-3041076) 9.50M 9.45% 9.50M 9.50M IV Colorado 2024-02-05
4 84-1583423) 9.50M 9.45% 9.50M 9.50M IA Colorado 2024-02-05
5 98-0557567 8.67M 6.40% 8.67M 8.67M IA, HC Bermuda 2024-11-08
6 Stripes Holdings LLC 5.48M 25.10% 5.48M 10.00 OO Delaware 2012-10-05
7 Stripes LLC 5.48M 25.10% 5.48M 10.00 OO Texas 2012-10-05
8 Susser Holdings, L.L.C. 5.48M 25.10% 5.48M 10.00 OO Delaware 2012-10-05
9 Stripes No. 1009 LLC 5.47M 25.00% 5.47M 10.00 OO Texas 2012-10-05
10 Investment Strategies, LLC, "Goldman Sachs Asset Management") 5.05M 6.10% 5.05M 5.05M IA Delaware 2019-02-05
11 Citigroup Inc. 3.63M 3.80% 3.63M 3.63M HC New York 2017-01-10
12 2. 2.13M 9.25% 2.13M 2.13M IA Colorado 2015-02-02
13 Citigroup Global Markets Holdings Inc. 1.97M 2.10% 1.97M 1.97M HC New York 2017-01-10
14 Citigroup Financial Products Inc. 1.97M 2.10% 1.97M 1.97M CO New York 2017-01-10
15 Citigroup Global Markets Inc. 1.96M 2.10% 1.96M 1.96M BD New York 2017-01-10
16 1,287,456 1.29M 5.31% 1.29M BK Switzerland 2015-01-21
17 Clearbridge Investments, LLC01-0846058 942.7K 3.89% 942.7K 942.7K IA Delaware 2015-02-17
18 01-0846058 897.2K 8.20% 897.2K 897.2K IA DE 2013-02-14
19 Baron Capital Group, Inc.300740483 408.6K 3.71% 321.6K 408.6K HC, CO New York 2014-06-10
20 Ronald Baron300740483 408.6K 3.71% 321.6K 408.6K HC, IN New York 2014-06-10
21 BAMCO INC /NY/300740483 374.2K 3.40% 287.2K 374.2K IA, CO New York 2014-06-10
22 Baron Small Cap Fund300740483 213.9K 1.94% 213.9K 213.9K IV New York 2014-06-10
23 Baron Capital Management, Inc.300740483 34.4K 0.31% 34.4K 34.4K IA, CO New York 2014-06-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
90
-193 vs prev Q
New positions
13
Closed positions
201
Increased
35
Reduced
25
Put/Call ratio
0.00
Calls held
100.0K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ALPS ADVISORS INC 24.86M +766.8K (+3.2%) 1.30B +98.0M (+8.1%) 18.22% +0.551 pp 7.59% +0.879 pp USD57.28 -8.5% 9 qtrs
2 EP WEALTH ADVISORS, LLC 15.9K +15.9K (+100.0%) 833.85M +833.9M (+100.0%) 0.01% +0.012 pp 0.00% +0.004 pp USD52.41 +0.0% 1 qtrs NEW
3 INVESCO LTD. 8.85M -144.6K (-1.6%) 463.65M +14.0M (+3.1%) 6.48% -0.113 pp 0.07% +0.000 pp USD54.99 -4.7% 27 qtrs
4 GOLDMAN SACHS GROUP INC 5.86M -534.0K (-8.3%) 307.21M -12.6M (-4.0%) 4.29% -0.396 pp 0.04% -0.002 pp USD49.96 +4.9% 45 qtrs
5 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 3.08M -98.5K (-3.1%) 161.48M +2.5M (+1.6%) 2.26% -0.074 pp 0.24% -0.013 pp USD55.60 -5.7% 7 qtrs
6 BLACKSTONE INC. 2.43M +550.6K (+29.2%) 127.60M +33.4M (+35.4%) 1.78% +0.402 pp 0.50% +0.125 pp USD52.78 -0.7% 14 qtrs
7 ENERGY INCOME PARTNERS, LLC 1.96M +39.0K (+2.0%) 102.51M +6.6M (+6.9%) 1.43% +0.028 pp 1.86% +0.008 pp USD54.54 -3.9% 8 qtrs
8 FMR LLC 1.85M +1.5M (+405.5%) 96.87M +78.6M (+429.8%) 1.35% +1.087 pp 0.00% +0.004 pp USD52.02 +0.7% 8 qtrs
9 MORGAN STANLEY 1.64M +617.7K (+60.5%) 85.92M +34.8M (+68.2%) 1.20% +0.452 pp 0.01% +0.002 pp USD49.80 +5.2% 45 qtrs
10 JPMORGAN CHASE & CO 1.63M +1.2M (+266.6%) 85.23M +63.0M (+284.2%) 1.19% +0.867 pp 0.01% +0.004 pp USD53.05 -1.2% 45 qtrs
11 COOPERMAN LEON G 1.62M +— (+0.0%) 84.90M +3.9M (+4.8%) 1.19% -0.001 pp 2.82% +0.288 pp USD54.04 -3.0% 4 qtrs
12 UBS GROUP AG 966.9K -63.1K (-6.1%) 50.67M -836.3K (-1.6%) 0.71% -0.047 pp 0.01% +0.000 pp USD50.86 +3.0% 45 qtrs
13 TORTOISE CAPITAL ADVISORS, L.L.C. 800.7K -656.2K (-45.0%) 41.96M -30.9M (-42.4%) 0.59% -0.482 pp 0.53% -0.406 pp USD55.72 -5.9% 11 qtrs
14 INFRASTRUCTURE CAPITAL ADVISORS, LLC 725.4K +76.9K (+11.9%) 38.02M +4.2M (+12.3%) 0.53% +0.056 pp 3.68% +0.304 pp USD54.08 -3.1% 9 qtrs
15 MILLER HOWARD INVESTMENTS INC /NY 689.3K -5.6K (-0.8%) 36.12M +1.4M (+4.0%) 0.51% -0.004 pp 1.09% +0.031 pp USD51.44 +1.9% 11 qtrs
16 RECURRENT INVESTMENT ADVISORS LLC 678.6K -255.5K (-27.4%) 35.57M -11.1M (-23.9%) 0.50% -0.188 pp 2.63% -0.952 pp USD51.98 +0.8% 25 qtrs
17 FRACTAL INVESTMENTS LLC 616.5K +— (+0.0%) 32.31M +1.5M (+4.8%) 0.45% 0.000 pp 4.51% +0.060 pp USD56.79 -7.7% 12 qtrs
18 BOWEN HANES & CO INC 600.0K +— (+0.0%) 31.45M +1.4M (+4.8%) 0.44% 0.000 pp 0.79% +0.038 pp USD23.33 +124.6% 23 qtrs
19 NEUBERGER BERMAN GROUP LLC 588.1K -125.2K (-17.5%) 30.82M -4.8M (-13.6%) 0.43% -0.092 pp 0.02% -0.003 pp USD54.89 -4.5% 7 qtrs
20 BARCLAYS PLC 582.1K +145.9K (+33.4%) 30.51M +7.1M (+30.3%) 0.43% +0.107 pp 0.01% +0.001 pp USD53.29 -1.7% 45 qtrs
21 ADAMS ASSET ADVISORS, LLC 571.5K +— (+0.0%) 29.95M +1.4M (+4.8%) 0.42% 0.000 pp 3.94% +0.256 pp USD41.93 +25.0% 45 qtrs
22 RAYMOND JAMES FINANCIAL INC 382.5K +462.0 (+0.1%) 20.05M +941.2K (+4.9%) 0.28% +0.000 pp 0.01% +0.000 pp USD51.52 +1.7% 5 qtrs
23 CENTIVA CAPITAL, LP 279.1K +279.1K (+100.0%) 14.63M +14.6M (+100.0%) 0.20% +0.205 pp 0.12% +0.119 pp USD52.41 +0.0% 1 qtrs NEW
24 CHICKASAW CAPITAL MANAGEMENT LLC 227.3K -1.1K (-0.5%) 11.91M +489.0K (+4.3%) 0.17% -0.001 pp 0.49% +0.024 pp USD54.04 -3.0% 7 qtrs
25 CITIGROUP INC 206.9K -38.7K (-15.8%) 10.84M -1.4M (-11.7%) 0.15% -0.029 pp 0.00% -0.001 pp USD53.07 -1.2% 45 qtrs
26 WELLS FARGO & COMPANY/MN 201.4K +40.8K (+25.4%) 10.55M +2.5M (+31.4%) 0.15% +0.030 pp 0.00% +0.000 pp USD49.10 +6.7% 45 qtrs
27 LPL FINANCIAL LLC 179.1K -17.2K (-8.8%) 9.39M -430.5K (-4.4%) 0.13% -0.013 pp 0.00% 0.000 pp USD45.73 +14.6% 41 qtrs
28 ROYAL BANK OF CANADA 177.7K -2.5K (-1.4%) 9.31M +299.0K (+3.3%) 0.13% -0.002 pp 0.00% +0.000 pp USD48.33 +8.4% 45 qtrs
29 TCG ADVISORY SERVICES, LLC 170.4K -763.0 (-0.4%) 8.93M +370.7K (+4.3%) 0.12% -0.001 pp 0.23% -0.053 pp USD59.88 -12.5% 9 qtrs
30 KERCHEVILLE ADVISORS, LLC 154.1K +1.0 (+0.0%) 8.78M +1.1M (+14.0%) 0.11% 0.000 pp 2.30% -0.027 pp USD56.35 -7.0% 7 qtrs
31 CITADEL ADVISORS LLC 165.3K -154.8K (-48.4%) 8.66M -7.3M (-45.9%) 0.12% -0.114 pp 0.00% -0.001 pp USD53.64 -2.3% 30 qtrs
32 BANK OF AMERICA CORP /DE/ 155.0K +58.0K (+59.8%) 8.12M +3.3M (+67.4%) 0.11% +0.042 pp 0.00% +0.000 pp USD53.02 -1.2% 45 qtrs
33 HENNESSY ADVISORS INC 145.1K -9.4K (-6.1%) 7.60M -121.9K (-1.6%) 0.11% -0.007 pp 0.27% +0.003 pp USD53.59 -2.2% 3 qtrs
34 CIBC PRIVATE WEALTH GROUP, LLC 142.1K +80.0 (+0.1%) 7.45M +345.1K (+4.9%) 0.10% +0.000 pp 0.01% +0.000 pp USD51.31 +2.1% 8 qtrs
35 TEXAS YALE CAPITAL CORP. 130.7K +9.0K (+7.4%) 6.85M +762.8K (+12.5%) 0.10% +0.007 pp 0.21% +0.016 pp USD52.61 -0.4% 39 qtrs
36 SANCTUARY ADVISORS, LLC 129.3K -3.1K (-2.3%) 6.78M +156.1K (+2.4%) 0.09% -0.002 pp 0.04% -0.001 pp USD54.94 -4.6% 7 qtrs
37 EXCHANGE TRADED CONCEPTS, LLC 126.7K +18.1K (+16.7%) 6.64M +1.2M (+22.3%) 0.09% +0.013 pp 0.05% +0.004 pp USD51.78 +1.2% 11 qtrs
38 WAVERLY ADVISORS, LLC 125.5K +49.8K (+65.8%) 6.57M +2.8M (+73.8%) 0.09% +0.036 pp 0.05% +0.016 pp USD55.71 -5.9% 4 qtrs
39 ALLIANZ ASSET MANAGEMENT GMBH 117.8K +— (+0.0%) 6.17M +282.7K (+4.8%) 0.09% 0.000 pp 0.01% 0.000 pp USD53.91 -2.8% 5 qtrs
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 114.6K +13.7K (+13.6%) 6.01M +959.0K (+19.0%) 0.08% +0.010 pp 0.00% +0.000 pp USD52.12 +0.6% 16 qtrs
41 CAPTION MANAGEMENT, LLC 113.3K +113.3K (+100.0%) 5.94M +5.9M (+100.0%) 0.08% +0.083 pp 0.04% +0.041 pp USD52.41 +0.0% 4 qtrs
42 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 100.4K +100.4K (+100.0%) 5.26M +5.3M (+100.0%) 0.07% +0.074 pp 0.08% +0.081 pp USD52.41 +0.0% 1 qtrs NEW
43 SUMMIT FINANCIAL, LLC 93.2K +26.0 (+0.0%) 4.88M +225.0K (+4.8%) 0.07% +0.000 pp 0.07% +0.001 pp USD54.34 -3.6% 6 qtrs
44 K2 PRINCIPAL FUND, L.P. 90.0K +90.0K (+100.0%) 4.72M +4.7M (+100.0%) 0.07% +0.066 pp 0.38% +0.380 pp USD52.41 +0.0% 1 qtrs NEW
45 JANE STREET GROUP, LLC 74.9K +29.8K (+66.1%) 3.93M +1.7M (+74.0%) 0.05% +0.022 pp 0.00% +0.000 pp USD53.53 -2.1% 6 qtrs
46 WALDRON PRIVATE WEALTH LLC 71.0K +— (+0.0%) 3.72M +170.4K (+4.8%) 0.05% +0.000 pp 0.15% +0.003 pp USD40.88 +28.2% 29 qtrs
47 J.W. COLE ADVISORS, INC. 61.3K -1.7K (-2.7%) 3.20M +51.2K (+1.6%) 0.04% -0.001 pp 0.08% +0.017 pp USD57.31 -8.5% 5 qtrs
48 BNP PARIBAS ARBITRAGE, SNC 57.6K +57.6K (+100.0%) 3.02M +3.0M (+100.0%) 0.04% +0.042 pp 0.00% +0.001 pp USD52.41 +0.0% 16 qtrs
49 FIRST TRUST ADVISORS LP 56.4K -243.0 (-0.4%) 2.96M +123.3K (+4.3%) 0.04% 0.000 pp 0.00% +0.000 pp USD44.37 +18.1% 21 qtrs
50 CETERA INVESTMENT ADVISERS 54.3K +2.9K (+5.7%) 2.85M +277.0K (+10.8%) 0.04% +0.002 pp 0.00% +0.000 pp USD55.51 -5.6% 8 qtrs
51 ADVISORS ASSET MANAGEMENT, INC. 54.3K +2.4K (+4.6%) 2.85M +248.6K (+9.6%) 0.04% +0.002 pp 0.05% +0.004 pp USD56.10 -6.6% 8 qtrs
52 WHITTIER TRUST CO OF NEVADA INC 50.7K +— (+0.0%) 2.67M +97.4K (+3.8%) 0.04% +0.000 pp 0.06% +0.001 pp USD51.45 +1.9% 5 qtrs
53 ENVESTNET ASSET MANAGEMENT INC 48.1K +13.3K (+38.0%) 2.52M +778.2K (+44.7%) 0.04% +0.010 pp 0.00% +0.000 pp USD51.83 +1.1% 14 qtrs
54 MARINER, LLC 47.9K -3.3K (-6.5%) 2.51M -51.5K (-2.0%) 0.04% -0.003 pp 0.00% 0.000 pp USD53.16 -1.4% 14 qtrs
55 ADVISOR GROUP HOLDINGS, INC. 47.7K -20.2K (-29.7%) 2.50M -950.0K (-27.5%) 0.04% -0.015 pp 0.00% -0.001 pp USD35.66 +47.0% 24 qtrs
56 IMC-CHICAGO, LLC 45.8K +7.6K (+19.8%) 2.40M +488.4K (+25.5%) 0.03% +0.006 pp 0.00% +0.000 pp USD50.41 +4.0% 2 qtrs
57 SOVEREIGN INVESTMENT ADVISORS, LLC 41.4K -2.1K (-4.9%) 2.17M -6.8K (-0.3%) 0.03% -0.002 pp 0.54% -0.051 pp USD53.59 -2.2% 6 qtrs
58 AMERIPRISE FINANCIAL INC 41.3K +182.0 (+0.4%) 2.17M +109.2K (+5.3%) 0.03% +0.000 pp 0.00% +0.000 pp USD46.68 +12.3% 34 qtrs
59 CAPTRUST FINANCIAL ADVISORS 40.3K -773.0 (-1.9%) 2.11M +58.1K (+2.8%) 0.03% -0.001 pp 0.00% 0.000 pp USD56.35 -7.0% 7 qtrs
60 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 39.8K -1.1K (-2.8%) 2.10M +18.9K (+0.9%) 0.03% -0.001 pp 0.00% 0.000 pp USD54.15 -3.2% 8 qtrs
61 VERITION FUND MANAGEMENT LLC 40.0K +40.0K (+100.0%) 2.10M +2.1M (+100.0%) 0.03% +0.029 pp 0.01% +0.008 pp USD52.41 +0.0% 1 qtrs NEW
62 BARNETT & COMPANY, INC. 39.6K -2.5K (-5.9%) 2.07M -30.0K (-1.4%) 0.03% -0.002 pp 1.67% +0.043 pp USD32.50 +61.3% 20 qtrs
63 GLENMEDE TRUST CO NA 38.8K +38.8K (+100.0%) 2.03M +2.0M (+100.0%) 0.03% +0.028 pp 0.01% +0.010 pp USD52.41 +0.0% 1 qtrs NEW
64 GILMAN HILL ASSET MANAGEMENT, LLC 38.7K +1.0K (+2.8%) 2.03M +145.1K (+7.7%) 0.03% +0.001 pp 0.32% +0.025 pp USD53.54 -2.1% 7 qtrs
65 CREATIVE PLANNING 38.3K +915.0 (+2.5%) 2.01M +137.6K (+7.4%) 0.03% +0.001 pp 0.00% +0.000 pp USD50.13 +4.5% 45 qtrs
66 PARK CIRCLE CO 36.4K +— (+0.0%) 1.91M +87.2K (+4.8%) 0.03% +0.000 pp 1.65% +0.125 pp USD37.56 +39.5% 19 qtrs
67 TIG ADVISORS, LLC 35.1K +35.1K (+100.0%) 1.84M +1.8M (+100.0%) 0.03% +0.026 pp 0.09% +0.085 pp USD52.41 +0.0% 1 qtrs NEW
68 HRT FINANCIAL LP 32.5K -98.8K (-75.2%) 1.70M -4.9M (-74.1%) 0.02% -0.073 pp 0.01% -0.019 pp USD52.15 +0.5% 8 qtrs
69 VAN ECK ASSOCIATES CORP 31.5K +1.3K (+4.3%) 1.65M +140.0K (+9.3%) 0.02% +0.001 pp 0.00% +0.000 pp USD54.66 -4.1% 7 qtrs
70 30.5K +30.5K (+100.0%) 1.60M +1.6M (+100.0%) 0.02% +0.022 pp 0.13% +0.127 pp USD52.41 +0.0% 1 qtrs NEW
71 STIFEL FINANCIAL CORP 30.1K -162.0 (-0.5%) 1.58M +64.1K (+4.2%) 0.02% 0.000 pp 0.00% +0.000 pp USD51.11 +2.5% 29 qtrs
72 COMMONWEALTH EQUITY SERVICES, LLC 29.5K +1.3K (+4.5%) 1.55M +134.2K (+9.5%) 0.02% +0.001 pp 0.00% +0.000 pp USD58.33 -10.1% 8 qtrs
73 EMPIRICAL ASSET MANAGEMENT, LLC 28.4K +— (+0.0%) 1.49M +68.2K (+4.8%) 0.02% +0.000 pp 0.42% +0.025 pp USD59.99 -12.6% 8 qtrs
74 ELCO MANAGEMENT CO., LLC 27.8K -50.0 (-0.2%) 1.46M +64.2K (+4.6%) 0.02% +0.000 pp 0.92% +0.192 pp USD41.95 +24.9% 38 qtrs
75 CRESSET ASSET MANAGEMENT, LLC 27.5K +7.7K (+39.0%) 1.44M +451.9K (+45.6%) 0.02% +0.006 pp 0.01% +0.002 pp USD51.71 +1.4% 17 qtrs
76 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 27.5K +1.1K (+4.0%) 1.44M +119.0K (+9.0%) 0.02% +0.001 pp 0.00% +0.000 pp USD44.02 +19.1% 27 qtrs
77 ZURICH INSURANCE GROUP LTD/FI 27.2K +— (+0.0%) 1.43M +65.3K (+4.8%) 0.02% +0.000 pp 0.01% +0.000 pp USD58.06 -9.7% 4 qtrs
78 APOLLON WEALTH MANAGEMENT, LLC 25.4K -1.1K (-4.3%) 1.33M +4.2K (+0.3%) 0.02% -0.001 pp 0.02% -0.001 pp USD41.79 +25.4% 20 qtrs
79 ROCKEFELLER CAPITAL MANAGEMENT L.P. 25.4K +6.7K (+36.1%) 1.33M +397.0K (+42.6%) 0.02% +0.005 pp 0.00% +0.001 pp USD54.17 -3.2% 7 qtrs
80 TRUIST FINANCIAL CORP 23.6K +412.0 (+1.8%) 1.24M +77.3K (+6.7%) 0.02% +0.000 pp 0.00% +0.000 pp USD50.05 +4.7% 17 qtrs
81 CASCADE INVESTMENT GROUP, INC. 22.8K -1.5K (-6.2%) 1.19M -20.1K (-1.7%) 0.02% -0.001 pp 0.80% -0.007 pp USD43.10 +21.6% 13 qtrs
82 BANK OF MONTREAL /CAN/ 21.4K +21.4K (+100.0%) 1.12M +1.1M (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD52.41 +0.0% 1 qtrs NEW
83 PRIVATE ADVISOR GROUP, LLC 21.2K +— (+0.0%) 1.11M +50.8K (+4.8%) 0.02% +0.000 pp 0.01% +0.000 pp USD41.08 +27.6% 37 qtrs
84 DIVIDEND ASSETS CAPITAL, LLC 20.8K +1.3K (+6.5%) 1.09M +113.6K (+11.7%) 0.02% +0.001 pp 0.21% +0.037 pp USD43.40 +20.8% 23 qtrs
85 HIGHTOWER ADVISORS, LLC 20.6K -1.8K (-8.2%) 1.08M -42.6K (-3.8%) 0.02% -0.001 pp 0.00% 0.000 pp USD39.40 +33.0% 27 qtrs
86 AMERICAN FINANCIAL GROUP INC 20.0K +— (+0.0%) 1.05M +48.0K (+4.8%) 0.01% +0.000 pp 0.38% -0.005 pp USD28.94 +81.1% 25 qtrs
87 US BANCORP \DE\ 19.0K -40.0 (-0.2%) 995.0K +43.6K (+4.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD43.13 +21.5% 44 qtrs
88 FOCUS FINANCIAL NETWORK, INC. 18.8K -901.0 (-4.6%) 984.8K +63.0 (+0.0%) 0.01% -0.001 pp 0.03% -0.001 pp USD58.69 -10.7% 8 qtrs
89 KESTRA ADVISORY SERVICES, LLC 17.8K -1.2K (-6.3%) 932.6K -16.7K (-1.8%) 0.01% -0.001 pp 0.00% -0.001 pp USD51.44 +1.9% 8 qtrs
90 BLACKROCK, INC. 17.1K +134.0 (+0.8%) 894.0K +47.6K (+5.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD52.28 +0.2% 6 qtrs
91 COLONY GROUP, LLC 16.9K +16.9K (+100.0%) 886.4K +886.4K (+100.0%) 0.01% +0.012 pp 0.00% +0.001 pp USD52.41 +0.0% 1 qtrs NEW
92 CARY STREET PARTNERS FINANCIAL LLC 16.6K +— (+0.0%) 868.4K +39.8K (+4.8%) 0.01% +0.000 pp 0.02% +0.000 pp USD57.84 -9.4% 4 qtrs
93 PNC FINANCIAL SERVICES GROUP, INC. 16.4K +450.0 (+2.8%) 856.9K +61.7K (+7.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD50.84 +3.1% 45 qtrs
94 CSS LLC/IL 15.9K -10.4K (-39.5%) 833.3K -481.9K (-36.6%) 0.01% -0.008 pp 0.04% -0.022 pp USD51.71 +1.4% 3 qtrs
95 BAIRD FINANCIAL GROUP, INC. 15.8K -18.0 (-0.1%) 830.6K +37.1K (+4.7%) 0.01% +0.000 pp 0.00% +0.000 pp USD38.85 +34.9% 18 qtrs
96 MCDONALD PARTNERS LLC 15.3K +94.0 (+0.6%) 801.9K +41.4K (+5.4%) 0.01% +0.000 pp 0.25% +0.026 pp USD41.42 +26.5% 21 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
7
Sells
0
Shares acquired
86.0K
Shares disposed
Cash buys
Cash sales
Net activity
+86,020
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-01-02 Washburne Ray W Director A-Award A Common Units 2,436 0.00 12,815 D
2026-01-02 Smith W Brett Director A-Award A Common Units 2,436 0.00 6,117 D
2026-01-02 Skidmore David K Director A-Award A Common Units 2,436 0.00 19,248 D
2026-01-02 Barron Bradley C Director A-Award A Common Units 2,436 0.00 24,640 D
2026-01-02 Alvarez Oscar A. Director A-Award A Common Units 2,436 0.00 25,676 D
2025-12-05 Raymer Rick Officer F-InKind D Common Units 3,519 55.26 194.5K 33,875 D
2025-12-05 Kim Joseph Director / Officer A-Award A Cash Units 32,400 0.00 44,900 D
2025-12-05 Harkness Austin Officer A-Award A Cash Units 6,625 0.00 9,959 D
2025-12-05 Hand Brian A Officer A-Award A Cash Units 6,625 0.00 9,959 D
2025-12-05 Fails Karl R Officer F-InKind D Common Units 14,600 55.26 806.8K 255,952 D
2025-12-05 Bramhall Dylan Officer F-InKind D Common Units 9,020 55.26 498.4K 42,609 D
2025-02-18 Kim Joseph Director / Officer A-Award A Common Units 50,000 0.00 528,498 D
2025-02-18 Fails Karl R Officer A-Award A Common Units 25,000 0.00 270,552 D
2025-01-02 Washburne Ray W Director A-Award A Common Units 2,204 0.00 10,379 D
2025-01-02 Smith W Brett Director A-Award A Common Units 2,204 0.00 3,681 D
2025-01-02 Skidmore David K Director A-Award A Common Units 2,204 0.00 16,812 D
2025-01-02 Barron Bradley C Director A-Award A Common Units 2,204 0.00 22,204 D
2025-01-02 Alvarez Oscar A. Director A-Award A Common Units 2,204 0.00 23,240 D
2024-12-05 Raymer Rick Officer A-Award A Cash Units 1,550 0.00 1,550 D
2024-12-05 Kim Joseph Director / Officer A-Award A Cash Units 18,750 0.00 18,750 D
2024-12-05 Harkness Austin Officer F-InKind D Common Units 4,605 54.97 253.1K 79,081 D
2024-12-05 Hand Brian A Officer A-Award A Common Units 15,000 0.00 160,188 D
2024-12-05 Fails Karl R Officer A-Award A Cash Units 8,250 0.00 8,250 D
2024-12-05 Bramhall Dylan Officer F-InKind D Common Units 3,070 54.97 168.8K 51,629 D
2024-07-03 Barron Bradley C Director D Common Units 0 0.00 20,000
2024-05-29 Harkness Austin Officer P-Purchase A Common Units 1,000 49.74 49.7K 83,686
2024-05-24 Hand Brian A Officer P-Purchase A Common Units 2,000 49.59 99.2K 153,255
2024-05-24 Fails Karl R Officer P-Purchase A Common Units 3,000 50.18 150.5K 230,916
2024-05-23 Kim Joseph Director / Officer P-Purchase A Common Units 5,000 50.50 252.5K 10,000
2024-04-17 Skidmore David K Director P-Purchase A Common Units 600 52.09 31.3K 13,708
2024-03-22 Smith W Brett Director D Common Units 0 0.00 1,477
2024-01-02 Washburne Ray W Director A-Award A Common Units 2,577 0.00 8,175
2024-01-02 Skidmore David K Director A-Award A Common Units 2,577 0.00 13,108
2024-01-02 Anbouba Imad K. Director A-Award A Common Units 2,577 0.00 19,536
2024-01-02 Alvarez Oscar A. Director A-Award A Common Units 2,577 0.00 8,175
2023-12-08 Raymer Rick Officer A-Award A Common Units 6,500 0.00 32,689
2023-12-08 Kim Joseph Director / Officer A-Award A Common Units 70,000 0.00 446,821
2023-12-08 Harkness Austin Officer A-Award A Common Units 20,500 0.00 82,686
2023-12-08 Hand Brian A Officer A-Award A Common Units 20,500 0.00 151,255
2023-12-08 Fails Karl R Officer A-Award A Common Units 30,000 0.00 227,916
2023-12-08 Dodderer Arnold Officer A-Award A Common Units 12,000 0.00 89,890
2023-12-08 Curia Christopher Director / Officer A-Award A Common Units 11,000 0.00 129,828
2023-12-05 Raymer Rick Officer F-InKind A Common Units 2,891 53.76 155.4K 26,189
2023-12-05 Kim Joseph Director / Officer F-InKind D Common Units 34,830 53.76 1.87M 376,821
2023-12-05 Harkness Austin Officer F-InKind D Common Units 4,723 53.76 253.9K 62,186
2023-12-05 Hand Brian A Officer F-InKind D Common Units 10,782 53.76 579.6K 130,755
2023-12-05 Gladwin Alison Officer F-InKind D Common Units 8,107 53.76 435.8K 80,611
2023-12-05 Fails Karl R Officer F-InKind D Common Units 20,386 53.76 1.10M 197,916
2023-12-05 Dodderer Arnold Officer S-Sale D Common Units 7,832 53.20 416.6K 77,890
2023-12-05 Curia Christopher Director / Officer D-Return D Common Units 8,065 53.76 433.6K 118,828
2023-12-05 Bramhall Dylan Officer F-InKind A Common Units 8,501 53.76 457.0K 54,699
2023-01-04 Washburne Ray W Director A-Award A Common Units 3,098 0.00 5,598
2023-01-04 Skidmore David K Director A-Award A Common Units 3,098 0.00 10,531
2023-01-04 Anbouba Imad K. Director A-Award A Common Units 3,098 0.00 16,959
2023-01-04 Alvarez Oscar A. Director A-Award A Common Units 3,098 0.00 18,459
2022-12-12 Raymer Rick Officer A-Award A Common Units 7,500 0.00 29,080
2022-12-12 Kim Joseph Officer A-Award A Common Units 77,300 0.00 411,651
2022-12-12 Harkness Austin Officer A-Award A Common Units 16,500 0.00 66,909
2022-12-12 Hand Brian A Officer A-Award A Common Units 18,750 0.00 141,537
2022-12-12 Gladwin Alison Officer A-Award A Common Units 14,000 0.00 88,718
2022-12-12 Fails Karl R Officer A-Award A Common Units 26,500 0.00 218,302
2022-12-12 Dodderer Arnold Officer A-Award A Common Units 14,500 0.00 92,287
2022-12-12 Curia Christopher Director / Officer A-Award A Common Units 13,167 0.00 126,893
2022-12-12 Bramhall Dylan Officer A-Award A Common Units 14,200 0.00 63,200
2022-12-05 Kim Joseph Officer F-InKind D Common Units 21,301 42.91 913.9K 334,351
2022-12-05 Harkness Austin Officer F-InKind D Common Units 1,591 42.91 68.3K 50,409
2022-12-05 Hand Brian A Officer F-InKind D Common Units 8,383 42.91 359.7K 122,787
2022-12-05 Gladwin Alison Officer F-InKind D Common Units 4,228 42.91 181.4K 74,718
2022-12-05 Fails Karl R Officer F-InKind D Common Units 8,520 42.91 365.6K 191,802
2022-12-05 Dodderer Arnold Officer F-InKind D Common Units 4,388 42.91 188.3K 77,787
2022-09-24 Harkness Austin Officer A-Award A Common Units 10,000 0.00 52,000
2022-06-16 Kim Joseph Officer P-Purchase A Common Units 5,000 35.50 177.5K 5,000
2022-04-13 Harkness Austin Officer D Common Units 0 0.00 42,000
2022-04-01 Washburne Ray W Director A-Award A Common Units 2,500 0.00 2,500
2022-01-03 Williams William Presley Director A-Award A Common Units 4,593 0.00 7,840
2022-01-03 Skidmore David K Director A-Award A Common Units 4,593 0.00 9,593
2022-01-03 Anbouba Imad K. Director A-Award A Common Units 4,593 0.00 16,021
2022-01-03 Alvarez Oscar A. Director A-Award A Common Units 4,593 0.00 17,521
2021-12-16 Raymer Rick Officer A-Award A Common Units 7,950 0.00 21,580
2021-12-16 Kim Joseph Director / Officer A-Award A Common Units 58,000 0.00 355,652
2021-12-16 Hand Brian A Officer A-Award A Common Units 18,500 0.00 131,170
2021-12-16 Gladwin Alison Officer A-Award A Common Units 14,600 0.00 78,946
2021-12-16 Fails Karl R Officer A-Award A Common Units 25,500 0.00 200,322
2021-12-16 Dodderer Arnold Officer A-Award A Common Units 14,700 0.00 82,175
2021-12-16 Curia Christopher Director / Officer A-Award A Common Units 13,400 0.00 113,726
2021-12-16 Bramhall Dylan Officer A-Award A Common Units 13,000 0.00 49,000
2021-12-14 Ramsey Matthew S. Director P-Purchase A Common Units 2,500 37.50 93.8K 77,830
2021-12-05 Ramsey Matthew S. Director F-InKind D Common Units 5,626 39.42 221.7K 75,330
2021-12-05 Kim Joseph Officer F-InKind D Common Units 20,817 39.42 820.5K 297,652
2021-12-05 Hand Brian A Officer F-InKind D Common Units 4,676 39.42 184.3K 112,670
2021-12-05 Gladwin Alison Officer F-InKind D Common Units 2,046 39.42 80.6K 64,346
2021-12-05 Fails Karl R Officer F-InKind D Common Units 14,352 39.42 565.7K 174,822
2021-12-05 Dodderer Arnold Officer F-InKind D Common Units 3,419 39.42 134.8K 67,475
2021-12-05 Curia Christopher Director / Officer F-InKind D Common Units 6,085 39.42 239.8K 100,326
2021-12-02 Skidmore David K Director P-Purchase A Common Units 2,500 38.14 95.4K 5,000
2021-11-08 Anbouba Imad K. Director S-Sale D Common Units 696 40.19 28.0K 12,232
2021-09-02 Fails Karl R Officer A-Award A Common Units 20,000 0.00 189,174
2021-05-25 Williams William Presley Director D Common Units 0 0.00 0
2021-05-25 Skidmore David K Director A-Award A Common Units 2,500 0.00 2,500
2021-01-04 Bryant James W Director A-Award A Common Units 3,475 0.00 21,488
2021-01-04 Anbouba Imad K. Director A-Award A Common Units 3,475 0.00 12,907
2021-01-04 Alvarez Oscar A. Director A-Award A Common Units 3,475 0.00 12,907
2020-12-30 Raymer Rick Officer A-Award A Common Units 13,630 0.00 13,630
2020-12-30 Ramsey Matthew S. Director A-Award A Common Units 32,300 0.00 80,956
2020-12-30 Long Thomas E Director A-Award A Common Units 27,800 0.00 114,813
2020-12-30 Kim Joseph Officer A-Award A Common Units 98,850 0.00 318,469
2020-12-30 Hand Brian A Officer A-Award A Common Units 30,000 0.00 117,346
2020-12-30 Gladwin Alison Officer A-Award A Common Units 25,000 0.00 66,392
2020-12-30 Fails Karl R Officer A-Award A Common Units 33,000 0.00 169,174
2020-12-30 Dodderer Arnold Officer A-Award A Common Units 21,500 0.00 70,894
2020-12-30 Curia Christopher Director / Officer A-Award A Common Units 22,900 0.00 92,011
2020-12-30 Bramhall Dylan Officer A-Award A Common Units 16,000 0.00 36,000
2020-12-15 Dodderer Arnold Officer J-Other D Common Units 1,185 0.00 49,394
2020-12-04 Kim Joseph Officer F-InKind D Common Units 10,176 28.63 291.4K 219,619
2020-12-04 Hand Brian A Officer F-InKind D Common Units 5,560 28.63 159.2K 87,346
2020-12-04 Gladwin Alison Officer F-InKind D Common Units 1,608 28.63 46.0K 41,392
2020-12-04 Fails Karl R Officer F-InKind D Common Units 4,673 28.63 133.8K 136,174
2020-12-04 Dodderer Arnold Officer F-InKind D Common Units 4,841 28.63 138.6K 50,579
2020-11-16 Anbouba Imad K. Director S-Sale D Common Units 2,000 28.88 57.8K 9,432
2020-11-11 Dodderer Arnold Officer S-Sale D Common Units 3,000 27.00 81.0K 55,420
2020-11-11 Anbouba Imad K. Director S-Sale D Common Units 700 26.92 18.8K 11,732
2020-10-27 Bramhall Dylan Officer A-Award A Common Units 20,000 0.00 20,000
2020-10-19 Raymer Rick Officer 0 0.00 0
2020-04-21 Gladwin Alison Officer D Common Units 0 0.00 43,000
2020-03-18 Hand Brian A Officer P-Purchase A Common Units 3,950 12.80 50.6K 92,906
2020-03-18 Fails Karl R Officer P-Purchase A Common Units 5,000 14.30 71.5K 140,847
2020-03-18 Dodderer Arnold Officer P-Purchase A Common Units 3,000 12.00 36.0K 58,420
2020-03-18 Curia Christopher Director / Officer P-Purchase A Common Units 5,000 10.80 54.0K 69,111
2020-03-17 Fails Karl R Officer P-Purchase A Common Units 4,700 14.80 69.6K 135,847
2020-03-13 Miller Thomas R Officer P-Purchase A Common Units 5,000 20.00 100.0K 89,854
2020-03-12 Kim Joseph Officer P-Purchase A Common Units 11,555 17.66 204.1K 229,795
2020-03-12 Anbouba Imad K. Director P-Purchase A Common Units 100 19.18 1.9K 11,532
2020-03-11 Anbouba Imad K. Director P-Purchase A Common Units 2,000 23.62 47.2K 11,432
2020-01-02 Bryant James W Director A-Award A Common Units 3,245 0.00 18,013
2020-01-02 Anbouba Imad K. Director A-Award A Common Units 3,245 0.00 9,432
2020-01-02 Alvarez Oscar A. Director A-Award A Common Units 3,245 0.00 9,432
2019-12-16 Ramsey Matthew S. Director A-Award A Common Units 22,600 0.00 48,656
2019-12-16 Miller Thomas R Officer A-Award A Common Units 20,000 0.00 84,854
2019-12-16 Long Thomas E Director A-Award A Common Units 19,500 0.00 87,013
2019-12-16 Kim Joseph Officer A-Award A Common Units 69,115 0.00 218,240
2019-12-16 Harris Camilla A. Officer A-Award A Common Units 11,000 0.00 17,000
2019-12-16 Hand Brian A Officer A-Award A Common Units 23,500 0.00 88,956
2019-12-16 Fails Karl R Officer A-Award A Common Units 26,000 0.00 130,847
2019-12-16 Dodderer Arnold Officer A-Award A Common Units 16,000 0.00 55,420
2019-12-16 Curia Christopher Director / Officer A-Award A Common Units 16,000 0.00 78,511
2019-12-10 Dodderer Arnold Officer J-Other D Common Units 1,656 0.00 39,420
2019-12-06 Dodderer Arnold Officer S-Sale D Common Units 5,711 30.16 172.2K 41,076
2019-12-05 Miller Thomas R Officer F-InKind D Common Units 4,604 31.04 142.9K 64,854
2019-12-05 Long Thomas E Director F-InKind D Common Units 5,244 31.04 162.8K 67,513
2019-12-05 Kim Joseph Officer F-InKind D Common Units 8,521 31.04 264.5K 149,125
2019-12-05 Hand Brian A Officer F-InKind D Common Units 4,836 31.04 150.1K 65,456
2019-12-05 Fails Karl R Officer F-InKind D Common Units 7,147 31.04 221.8K 104,847
2019-12-05 Dodderer Arnold Officer F-InKind D Common Units 2,373 31.04 73.7K 46,787
2019-01-02 Bryant James W Director A-Award A Common Units 3,687 0.00 14,768
2019-01-02 Anbouba Imad K. Director A-Award A Common Units 3,687 0.00 6,187
2019-01-02 Alvarez Oscar A. Director A-Award A Common Units 3,687 0.00 6,187
2018-12-20 Curia Christopher Director / Officer P-Purchase A Common Units 10,000 26.69 266.9K 62,511
2018-12-19 Ramsey Matthew S. Director A-Award A Common Units 23,825 0.00 26,056
2018-12-19 Miller Thomas R Officer A-Award A Common Units 20,000 0.00 69,458
2018-12-19 Long Thomas E Director A-Award A Common Units 19,325 0.00 72,757
2018-12-19 Kim Joseph Officer A-Award A Common Units 73,000 0.00 157,646
2018-12-19 Heinemann Blake Officer A-Award A Common Units 22,000 0.00 99,806
2018-12-19 Harris Camilla A. Officer A-Award A Common Units 6,000 0.00 6,000
2018-12-19 Hand Brian A Officer A-Award A Common Units 23,500 0.00 70,292
2018-12-19 Fails Karl R Officer A-Award A Common Units 26,000 0.00 87,994
2018-12-19 Dodderer Arnold Officer A-Award A Common Units 17,700 0.00 49,160
2018-12-19 Curia Christopher Director / Officer A-Award A Common Units 16,885 0.00 50,322
2018-12-17 Dodderer Arnold Officer J-Other D Common Units 1,723 0.00 31,460
2018-12-12 Dodderer Arnold Officer S-Sale D Common Units 1,724 27.65 47.7K 33,183
2018-12-05 Miller Thomas R Officer F-InKind D Common Units 3,542 27.83 98.6K 49,458
2018-12-05 Kim Joseph Officer F-InKind D Common Units 3,642 27.83 101.4K 84,646
2018-12-05 Heinemann Blake Officer F-InKind D Common Units 2,160 27.83 60.1K 77,806
2018-12-05 Hand Brian A Officer F-InKind D Common Units 1,965 27.83 54.7K 46,792
2018-12-05 Fails Karl R Officer F-InKind D Common Units 1,883 27.83 52.4K 61,994
2018-12-05 Dodderer Arnold Officer F-InKind D Common Units 1,503 27.83 41.8K 34,907
2018-05-14 Harris Camilla A. Officer 0 0.00 0
2018-03-13 Curia Christopher Director / Officer P-Purchase A Common Units 650 28.16 18.3K 51,763
2018-03-07 Curia Christopher Director / Officer P-Purchase A Common Units 750 28.03 21.0K 51,113
2018-03-06 Anbouba Imad K. Director D Common Units 0 0.00 2,500
2018-03-06 Alvarez Oscar A. Director D Common Units 0 0.00 2,500
2018-02-12 Hand Brian A Officer D Common Units 0 0.00 48,757
2018-01-27 Ramsey Matthew S. Director F-InKind D Common Units 363 31.86 11.6K 2,231
2018-01-25 Fails Karl R Officer A-Award A Common Units 24,000 0.00 111,994
2018-01-02 TURNER K RICK Director A-Award A Common Units 3,464 0.00 14,476
2018-01-02 Smith W Brett Director A-Award A Common Units 3,464 0.00 9,630
2018-01-02 Bryant James W Director A-Award A Common Units 3,464 0.00 11,081
2017-12-21 Miller Thomas R Officer A-Award A Common Units 18,500 0.00 53,000
2017-12-21 McKinley Leta Officer A-Award A Common Units 4,500 0.00 25,494
2017-12-21 Long Thomas E Director A-Award A Common Units 17,097 0.00 53,432
2017-12-21 Kim Joseph Officer A-Award A Common Units 31,650 0.00 88,288
2017-12-21 Heinemann Blake Officer A-Award A Common Units 18,500 0.00 79,966
2017-12-21 Fails Karl R Officer A-Award A Common Units 20,500 0.00 63,877
2017-12-21 Dodderer Arnold Officer A-Award A Common Units 15,000 0.00 36,410
2017-12-21 Curia Christopher Director / Officer A-Award A Common Units 11,951 0.00 33,437
2017-12-15 Dodderer Arnold Officer S-Sale D Common Units 2,512 28.98 72.8K 23,923
2017-12-05 Williams Brad Officer F-InKind D Common Units 3,915 29.77 116.5K 56,238
2017-12-05 Ramsey Matthew S. Director F-InKind D Common Units 188 29.77 5.6K 2,594
2017-12-05 OWENS ROBERT W Director / Officer F-InKind D Common Units 22,442 29.77 668.1K 214,134
2017-12-05 McKinley Leta Officer F-InKind D Common Units 2,077 29.77 61.8K 20,994
2017-12-05 Kim Joseph Officer F-InKind D Common Units 3,282 29.77 97.7K 56,638

Executive team

Top executives
EBIT / Employee
126.8K
Shares Outstanding
136.49M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-04-21 8-K
2026-04-09 SC 13G/A
2026-03-09 8-K
2026-02-27 8-K
2026-02-26 8-K
2026-02-19 10-K
2026-02-17 8-K
2026-02-12 SC 13G/A
2026-01-21 4

Executive team

NameTitleCompensationGender
Joseph Kim President, Chief Executive Officer & Director of Sunoco GP LLC 2M male
Karl R. Fails Executive Vice President & Chief Operating Officer of Sunoco GP LLC 1M male
Brian A. Hand Executive Vice President & Chief Sales Officer of Sunoco GP LLC 959.4K male
Austin Harkness Executive Vice President & Chief Commercial Officer of Sunoco GP LLC 952.8K male
Edward Pak General Counsel & Assistant Secretary of Sunoco GP LLC 611.1K
Dylan A. Bramhall Chief Financial Officer of Sunoco GP LLC male
Chris Cho Senior Manager of Communications of Sunoco GP LLC
Brian Joseph Brungardt Jr. Director of Investor Relations of Sunoco GP LLC male
Rick J. Raymer Vice President, Controller & Principal Accounting Officer of Sunoco GP LLC male
Scott D. Grischow Senior Vice President of Finance & Treasurer of Sunoco GP LLC male
ESG Rating
B
OIL & GAS REFINING & MARKETING
2022
E (Environmental)
68.6 / 55.3
Company / Sector avg.
S (Social)
66.3 / 62.5
Company / Sector avg.
G (Governance)
76.8 / 57.7
Company / Sector avg.
ESG Total
70.6 / 58.5
Company / Sector avg.
ESG Score History OIL & GAS REFINING & MARKETING
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2020-04-15 2020-05-08 David Perdue Joint Sale (Full) $1,001 - $15,000
2019-12-13 2020-01-10 David Perdue Joint Sale (Partial) $1,001 - $15,000
2019-08-02 2019-08-05 David Perdue Joint Sale (Partial) $1,001 - $15,000
2018-02-09 2018-03-05 David Perdue Joint Purchase $1,001 - $15,000
2018-02-05 2018-03-05 David Perdue Joint Purchase $1,001 - $15,000
2018-01-31 2018-02-01 David Perdue Joint Purchase $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2024-05-23 2024-06-20 Michael McCaul TX10 Spouse Sale $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits