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 filings document the regulatory disclosures of a publicly traded energy infrastructure and fuel distribution master limited partnership. The record includes Form 8-K reports for operating and financial results, Regulation FD updates, quarterly cash distributions on common units, business outlook materials, and other material events tied to the partnership’s fuel distribution and pipeline systems operations.
Capital-structure filings describe senior note offerings, indenture terms, subsidiary guarantees, debt redemption plans, and revolving credit facility usage. Acquisition-related filings include financial statements of acquired businesses and pro forma combined financial information for completed transactions. The filings also identify Sunoco’s common units representing limited partner interests, its NYSE listing under SUN, and governance actions taken through the board of its general partner.
Sunoco LP executed Amendment No. 3 to its Third Amended and Restated Credit Agreement, modifying how certain reserved cash is treated for covenant testing. The amendment permits up to $2,000,000,000 of cash reserved to fund a portion of the cash consideration for the Parkland Acquisition to be netted when calculating the Net Leverage Ratio used in the financial maintenance covenant. The change is incorporated into the Amended Credit Agreement and the full amendment is filed as Exhibit 10.1 to the report.
Schedule 13G/A (Amendment No. 4) filing for Sunoco LP (CUSIP 86765K109) was submitted on 07/01/2025 to report ownership as of 06/30/2025.
Reporting persons: (1) ALPS Advisors, Inc. (registered investment adviser, Colorado) and (2) Alerian MLP ETF (Delaware-domiciled, SEC-registered investment company). The filing is made under Rule 13d-1(b), signalling a passive investment intent rather than an activist stance.
Aggregate ownership: The parties jointly report beneficial ownership of 23,489,829 common units of Sunoco LP, equal to 15.38 % of the outstanding class. All voting and dispositive authority is shared; neither entity claims sole power over the units:
- Sole voting power: 0 units
- Shared voting power: 23,489,829 units
- Sole dispositive power: 0 units
- Shared dispositive power: 23,489,829 units
ALPS Advisors states that the units are held by the funds it manages—most notably the Alerian MLP ETF—and expressly disclaims beneficial ownership beyond Section 13(d) purposes.
Certification: Both signatories, via Chief Compliance Officer Matthew Sutula, certify the securities were acquired in the ordinary course of business and not with the purpose of influencing control of Sunoco LP.
Key takeaway: A single adviser-managed ETF controls over 15 % of Sunoco LP’s units, underscoring significant passive institutional ownership and potential liquidity support, but no control-seeking intent is indicated.