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SC 13G/A ·Filed Oct 7, 2026

SUN

Sunoco LP
NEUTRAL
Impact 3/10
Horizonmonths Processed20d 1h ago SEC0001398344-26-017993
Passive stake amendment
Actionable Insight • Neutral

Monitor for any future amendments that could indicate a shift from passive to active intent, which would require conversion to a Schedule 13D. No immediate catalyst from this filing.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+5d
SUN ▼ -1.49% at T+5d
NEUTRAL call -1.49% · α vs SPY -1.22% · entry $73.66 → $72.56
Next anchor: T+20d in 8d
Latest observation: T+11 -3.58% FF3 residual α
Entry = T+0 close
Oct 7, 2026
via day close
T+1d
+2.63%
call +2.63% · α +2.03%
$75.60
settled 19d ago
T+5d
-1.49%
call -1.49% · α -1.22%
$72.56
settled 13d ago
T+20d
Pending
in 8d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

ALPS Advisors Inc. filed an amended Schedule 13G for Sunoco LP, reporting beneficial ownership of 23,323,043 common units (11.39%) as of September 30, 2026. The stake is held through the Alerian MLP ETF, and ALPS disclaims beneficial ownership. This is a routine passive stake update with no change in position from prior filings.

Key Financial Metrics

Stake
11.39%
Investor
ALPS Advisors Inc.
Investor Type
mutual fund

Key Facts

  • ALPS Advisors Inc. reported 23,323,043 common units of Sunoco LP, representing 11.39% of outstanding shares as of September 30, 2026.
  • The stake is held through the Alerian MLP ETF, an investment company registered under the Investment Company Act of 1940.
  • ALPS Advisors Inc. disclaims beneficial ownership of the securities, which are owned by the Funds.
  • The filing is an amendment to a prior Schedule 13G, indicating a passive investment intent.

Financial Impact

No material financial impact; passive stake disclosure with no change in position.

Risk Factors

  • No material risks identified from this filing.

Investment Themes

Traditional Energy

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G/A Filing (Primary)0001398344-26-017993
Document: 0001398344-26-017993-index.html0001398344-26-017993
Document: 0001398344-26-017993.txt0001398344-26-017993
7 reports for SUN
Performance horizon
67% Hit rate @ T+20 2 of 3 directional calls Went positive at some point 3 of 3 best @ T+60▲ +13.14%Apr 21, 2026
Filters
Rows
Reports for SUN — sortable, filterable
TypeNow
Oct 7, 2026
20d ago
SC 13G/A
NEUTRAL ★ 3/10
$73.66awaiting T+20—$72.94 (−0.98%)
Aug 10, 2026
11w ago
8-K
NEUTRAL ★ 2/10
$71.86 $76.92▲ +7.04%▲ +7.96%$72.94 (+1.50%)
Aug 4, 2026
12w ago
8-K
BULLISH ★ 7/10
$74.33 $76.99▲ +3.58%▲ +4.82%$72.94 (−1.87%)
May 5, 2026
25w ago
8-K
BULLISH ★ 7/10
$68.69 $66.96▼ −2.52%▼ −7.48%$72.94 (+6.18%)
Apr 21, 2026
27w ago
8-K
BULLISH ★ 5/10
$63.70 $70.81▲ +11.17%▲ +6.25%$72.94 (+14.51%)
Feb 27, 2026
34w ago
8-K
NEUTRAL ★ 5/10
$62.86 $67.01▲ +6.60%▲ +14.16%$72.94 (+16.04%)
Feb 26, 2026
34w ago
8-K
MIXED ★ 7/10
$62.20 $66.58▲ +7.04%▲ +13.45%$72.94 (+17.27%)
Showing 7 of 7

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published Oct 7, 2026