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.
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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.
Sunoco LP (NYSE: SUN) has amended its primary revolving credit facility and advanced key financing steps for its proposed acquisition of Parkland Corporation.
Credit agreement amendment (Item 1.01): On 17 June 2025 the partnership executed Amendment No. 2 to its Third Amended and Restated Credit Agreement. Core changes include:
- Maturity extension: revolver term pushed out 13 months, from 3 May 2029 to 17 June 2030.
- Commitment increase: total revolving commitments climb from $1.50 billion to $2.4555 billion upon closing of the Parkland acquisition.
- Accordion capacity: uncommitted accordion enlarged by ~$500 million, providing additional flexibility for either incremental revolver or term loans.
- Swingline expansion: sub-limit rises five-fold, to $500 million, split evenly between U.S. dollar SOFR and Canadian-dollar CORRA borrowings.
- Multi-currency feature: revolver can now issue CAD-denominated loans priced off Term CORRA + Applicable Rate.
These changes significantly bolster liquidity and tailor the facility to the cross-border nature of the pending Parkland transaction.
Creation of direct financial obligation (Item 2.03): All terms above are deemed new obligations under the Exchange Act and are incorporated by reference.
Other events (Item 8.01): Parkland successfully obtained noteholder consents to amend six outstanding senior-note indentures. The supplemental indentures (i) remove the need for a Change-of-Control offer triggered by Sunoco’s takeover and (ii) designate Sunoco and its affiliates as “Qualified Owners.� Consequently, $3.4 billion of bridge financing commitments were terminated, reducing standby fees and simplifying deal funding. Sunoco will reimburse Parkland for consent fees and related expenses as required under the Arrangement Agreement.
Strategic context: The enlarged revolver, added CAD borrowing option and eliminated Change-of-Control provisions collectively streamline funding for the Parkland acquisition, improve negotiating leverage with syndicate banks, and extend Sunoco’s liquidity runway to mid-2030.
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