Welcome to our dedicated page for Sunoco Lp/Sunoco Fin SEC filings (Ticker: SUN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Sunoco LP (NYSE: SUN) files a variety of documents with the U.S. Securities and Exchange Commission that describe its operations, capital structure, and material events. As a publicly traded master limited partnership with common units listed on the New York Stock Exchange, Sunoco LP uses SEC filings to report on acquisitions, financing activities, distributions, governance changes, and other significant matters.
Current reports on Form 8-K provide timely disclosure of events such as the completion of the acquisition of Parkland Corporation, the commencement and settlement of private exchange offers and consent solicitations for Parkland notes, amendments to the partnership’s credit agreement, and the announcement of cash distributions on common units. These filings also document regulatory milestones related to transactions, such as the expiration of the Hart-Scott-Rodino waiting period and approvals under the Investment Canada Act.
Form 8-K filings further describe Sunoco LP’s capital markets activities, including the issuance of new senior notes in exchange for Parkland notes, the terms of related indentures, and changes to covenants and events of default. Other 8-Ks reference press releases furnishing earnings results, business outlook and guidance, and investor presentations. Together, these documents outline how Sunoco LP finances its operations and manages its obligations.
Sunoco LP’s SEC filings also confirm that its common units representing limited partner interests are registered under Section 12(b) of the Securities Exchange Act of 1934 and list the New York Stock Exchange as the trading venue. Filings describe amendments to the partnership agreement, the creation of new classes of units, and agreements among Sunoco LP, its general partner, SunocoCorp LLC, and Energy Transfer LP regarding governance and economic alignment.
On this page, users can review Sunoco LP’s SEC filings, including Form 8-Ks and other available documents. Platform tools can provide AI-powered summaries that highlight key terms, changes in obligations, and the business context of each filing, helping readers interpret complex legal and financial language more efficiently.
Invesco Ltd. has filed an amended Schedule 13G reporting beneficial ownership of 8,846,679 Sunoco LP partnership interests, representing 4.7% of the class as of 12/31/2025.
Invesco reports sole voting and dispositive power over these units in its role as a parent holding company to investment advisers, with the securities held in client accounts. The filing notes that no single underlying investor has more than 5% economic ownership and states the position is held in the ordinary course of business, not for the purpose of changing or influencing control of Sunoco LP.
Sunoco LP director Barron Bradley C reported an award of 2,436 common units on January 2, 2026. The units were granted at a price of $0, reflecting a compensation grant rather than a market purchase. Following this award, Bradley beneficially owned 24,640 common units directly.
The grant represents restricted phantom units under the Sunoco LP 2018 Long Term Incentive Plan. These units are scheduled to vest 60% on January 2, 2029 and 40% on January 2, 2031, generally contingent on his continued service on the board of directors through each vesting date.
Sunoco LP reports that it has completed its previously announced strategic transaction in which Sunoco acquired all issued and outstanding common shares of Parkland Corporation under a court-approved plan of arrangement, making Parkland an indirect, wholly owned subsidiary of Sunoco.
In this report, Sunoco provides updated financial information related to that deal. It files Parkland’s unaudited interim condensed consolidated financial statements for the three and nine months ended September 30, 2025 and 2024 as Exhibit 99.1. It also files unaudited pro forma condensed combined financial information for Sunoco and Parkland as Exhibit 99.2, including pro forma statements of operations for the year ended December 31, 2024 and for the nine months ended September 30, 2025, plus a pro forma combined balance sheet as of September 30, 2025 and related notes.
Sunoco LP received an updated ownership report from institutional investors connected to ALPS Advisors. ALPS Advisors, Inc. and Alerian MLP ETF together report beneficial ownership of 24,856,265 common units of Sunoco LP, representing 12.15% of the outstanding class. They report no sole voting or dispositive power, but shared voting and shared dispositive power over all of these units.
The units are held by investment funds advised by ALPS Advisors, including Alerian MLP ETF, and ALPS Advisors disclaims beneficial ownership beyond its role as investment adviser. The reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Sunoco LP.
Sunoco LP director compensation update: A Sunoco LP director reported receiving 2,436 common units on 01/02/2026 at a price of $0, increasing their directly held beneficial ownership to 25,676 common units. The grant is structured as restricted phantom units under the Sunoco LP 2018 Long Term Incentive Plan, as amended. These units are scheduled to vest 60% on 01/02/2029 and 40% on 01/02/2031, generally contingent on the director’s continued service on the board through each vesting date.
Sunoco LP reported that one of its directors received an equity-based award in the form of restricted phantom common units. On 01/02/2026, the director was granted 2,436 common units at a stated price of $0, increasing the director’s beneficial ownership to 6,117 common units held directly after the transaction.
The award was granted under the Sunoco LP 2018 Long Term Incentive Plan, as amended, and is structured to vest over the long term. According to the filing, the restricted phantom units will vest 60% on 01/02/2029 and the remaining 40% on 01/02/2031, generally contingent on the director’s continued service on the board of directors on each vesting date.
Sunoco LP director reports grant of restricted phantom units
A Sunoco LP director filed a Form 4 reporting an award of 2,436 restricted phantom units of Sunoco LP common units on 01/02/2026. The filing shows the director now beneficially owns 19,248 common units following this grant, held directly.
The units were granted under the Sunoco LP 2018 Long Term Incentive Plan, as amended. According to the explanation, the award will vest 60% on 01/02/2029 and 40% on 01/02/2031, generally contingent on the director continuing to serve on the board of directors through each vesting date. The transaction price is listed as $0, indicating it is a compensatory grant rather than an open-market purchase.
Sunoco LP reported that one of its directors acquired additional equity-based compensation in the form of common units. On 01/02/2026, the director received 2,436 Sunoco LP common units at a price of $0, increasing the director's beneficial ownership to 12,815 common units held directly after the transaction.
The award is structured as restricted phantom units granted under the Sunoco LP 2018 Long Term Incentive Plan, as amended. These units are scheduled to vest 60% on 01/02/2029 and 40% on 01/02/2031, generally contingent on the director’s continued service on the board through each vesting date. This filing records the equity grant and updated ownership position.
Sunoco LP filed a current report to let investors know it has released its business outlook and guidance for 2026. The partnership issued a news release on January 6, 2026, and that release is attached as an exhibit to the report.
The news release is treated as information that is "furnished" rather than "filed" under securities laws, which limits how it is used for certain legal purposes. The filing itself does not include the detailed financial outlook, but directs readers to the attached press release for the full 2026 guidance.
Sunoco LP executive reports equity and cash-based awards and tax withholding. The Executive Vice President and Chief Commercial Officer filed a Form 4 disclosing compensation-related unit activity in Sunoco LP common units.
On 12/05/2025, 9,405 common units were withheld and disposed of at $55.26 per unit to cover tax liabilities triggered by the vesting of restricted units under Sunoco LP long-term incentive plans. After this withholding, the reporting person directly held 84,676 common units.
The executive also received 19,875 restricted phantom units under the Sunoco LP 2018 Long Term Incentive Plan, which are scheduled to vest 60% on 12/5/2028 and 40% on 12/5/2030, generally contingent on continued employment. In addition, an award of 6,625 cash units was granted under the Long-Term Cash Restricted Unit Plan, set to vest in three equal installments on December 5 of 2026, 2027, and 2028 and to be settled solely in cash based on the fair market value of Sunoco LP common units at each vesting date.
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