Sunoco LP (SUN): Tortoise Capital Advisors, L.L.C. added to its stake +191K shares

1.4M

Shares reported · +191K vs prior quarter

0.98%

Disclosed portfolio weight

$75.3M

Reported value

Holdings as of

Jun 30, 2025

Filed

Aug 14, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

What came next

1. Sep 4, 2025Company filing · Form 8-K · Unregistered sharesSold new shares without registering them
2. Sep 18, 2025Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 3 more items)
3. Oct 6, 2025Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
4. Oct 31, 2025Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and signed an important agreement (and 3 more items)“On October 31, 2025, in connection with the issuance of the Sunoco Class D Units to SunocoCorp pursuant to the Arrangement, Sunoco GP LLC, the general partner of Sunoco amended Sunoco’s Third Amended and Restated Agreement of Limited Partnership, dated as of September 18, 2025 (the “ LPA Amendment ”), to establish the rights and obligations of the Sunoco Class D Units.”
5. Nov 5, 2025Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
6. Nov 5, 2025Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Sunoco LP

For Sunoco LP, OQRO holds 1 insider filing (SEC Form 4 or Form 144) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SUN page.

How this filing works

• SEC Form 13F

Other disclosures at Sunoco LP

• SEC Form 4Nov 10, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 7, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 15, 2026

Everything OQRO holds on this company is on its SUN page.