SUN Smart Money
Sunoco LP
1W: +1.9%
1M: -6.0%
3M: +4.8%
YTD: +43.3%
1Y: +53.0%
3Y: +77.8%
5Y: +163.4%
$75.53
Last traded 2026-10-14 — delisted
Credit Risk of going bust: lower than 55% of companies Debt: 59.3% of company value Bonds: $1.58B held by 686 funds, 160 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $4.30 (down 94%), Sunoco LP would be worth roughly what it owes.
Total debt $14.84B against a stock market value of $10.18B.
Distance to default 5.61 (Merton model): prices to 2026-10-14, balance sheet 2026-06-30, debt counted $6.66B (short-term plus half of long-term), stock volatility 27.2%; Altman Z'' 1.20. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $4.30 (down 94%), Sunoco LP would be worth roughly what it owes.
Total debt $14.84B against a stock market value of $10.18B.
Distance to default 5.61 (Merton model): prices to 2026-10-14, balance sheet 2026-06-30, debt counted $6.66B (short-term plus half of long-term), stock volatility 27.2%; Altman Z'' 1.20. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026325
Institutions Holding
+10 vs prior
43.3%
Ownership
+1.17%
36
New
77
Increased
103
Reduced
20
Closed
👔 Insider Trades
18 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-06-25 | Harkness Austin | officer: evp, chief commercial officer | A-Grant/Award | 20,000 | $— | $0 | Filing |
| 2026-06-25 | Hand Brian A | officer: evp-chief sales officer | A-Grant/Award | 20,000 | $— | $0 | Filing |
| 2026-01-02 | Alvarez Oscar A. | director | A-Grant/Award | 2,436 | $— | $0 | Filing |
| 2026-01-02 | Barron Bradley C | director | A-Grant/Award | 2,436 | $— | $0 | Filing |
| 2026-01-02 | Skidmore David K | director | A-Grant/Award | 2,436 | $— | $0 | Filing |
| 2026-01-02 | Smith W Brett | director | A-Grant/Award | 2,436 | $— | $0 | Filing |
| 2026-01-02 | Washburne Ray W | director | A-Grant/Award | 2,436 | $— | $0 | Filing |
| 2025-12-05 | Bramhall Dylan | officer: cfo | F-Tax Withholding | 9,020 | $55.26 | $498K | Filing |
| 2025-12-05 | Fails Karl R | officer: evp & chief operations officer | F-Tax Withholding | 14,600 | $55.26 | $807K | Filing |
| 2025-12-05 | Fails Karl R | officer: evp & chief operations officer | A-Grant/Award | 35,100 | $— | $0 | Filing |
| 2025-12-05 | Hand Brian A | officer: evp-chief sales officer | F-Tax Withholding | 9,149 | $55.26 | $506K | Filing |
| 2025-12-05 | Hand Brian A | officer: evp-chief sales officer | A-Grant/Award | 19,875 | $— | $0 | Filing |
| 2025-12-05 | Harkness Austin | officer: evp, chief commercial officer | F-Tax Withholding | 9,405 | $55.26 | $520K | Filing |
| 2025-12-05 | Harkness Austin | officer: evp, chief commercial officer | A-Grant/Award | 19,875 | $— | $0 | Filing |
| 2025-12-05 | Kim Joseph | officer: president & ceo | F-Tax Withholding | 33,810 | $55.26 | $1.9M | Filing |
| 2025-12-05 | Kim Joseph | officer: president & ceo | A-Grant/Award | 97,200 | $— | $0 | Filing |
| 2025-12-05 | Raymer Rick | officer: vp & controller & pao | F-Tax Withholding | 3,519 | $55.26 | $194K | Filing |
| 2025-12-05 | Raymer Rick | officer: vp & controller & pao | A-Grant/Award | 5,438 | $— | $0 | Filing |
🏛️ Congressional Trades
17 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2024-05-23 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2024-05-23 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2020-04-15 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2020-04-15 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2020-04-15 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2020-04-15 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2020-04-15 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2019-12-13 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2019-12-13 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2019-08-02 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2019-08-02 | David Perdue | Senate | Sell | $1,001 - $15,000 | Filing |
| 2018-02-09 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2018-02-09 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2018-02-05 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2018-02-05 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2018-01-31 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
| 2018-01-31 | David Perdue | Senate | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | 24,435,476 | $1.6B | -235,915 | 2026-06-30 | Filing |
| Invesco Ltd. | 8,848,627 | $597M | -8,765 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 5,742,514 | $388M | +213,871 | 2026-06-30 | Filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,011,045 | $203M | -215,289 | 2026-06-30 | Filing |
| FMR LLC | 2,587,682 | $175M | -1,049,332 | 2026-06-30 | Filing |
| MORGAN STANLEY | 2,559,034 | $173M | +1,447,208 | 2026-06-30 | Filing |
| Energy Income Partners, LLC | 1,768,784 | $119M | -132,467 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 1,634,270 | $112M | +129,580 | 2026-06-30 | Filing |
| Recurrent Investment Advisors LLC | 1,149,434 | $78M | +121,557 | 2026-06-30 | Filing |
| UBS Group AG | 1,059,451 | $72M | +99,719 | 2026-06-30 | Filing |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 995,794 | $67M | +22,859 | 2026-06-30 | Filing |
| MILLER HOWARD INVESTMENTS INC /NY | 974,109 | $66M | +157,876 | 2026-06-30 | Filing |
| Blackstone Inc. | 854,595 | $58M | -39,763 | 2026-06-30 | Filing |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 778,973 | $53M | -36,525 | 2026-06-30 | Filing |
| BARCLAYS PLC | 692,085 | $47M | -102,505 | 2026-06-30 | Filing |
| Fractal Investments LLC | 682,002 | $46M | +65,460 | 2026-06-30 | Filing |
| NEUBERGER BERMAN GROUP LLC | 579,385 | $39M | +2,938 | 2026-06-30 | Filing |
| BOWEN HANES & CO INC | 600,000 | $39M | — | 2026-06-30 | Filing |
| Adams Asset Advisors, LLC | 565,822 | $38M | — | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 377,488 | $25M | -6,365 | 2026-06-30 | Filing |