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Retirement Income Solutions’s Sunoco SUN Stock Holding History

Retirement Income Solutions’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,500
Closed -$203K – 164
2025
Q1 		$203K Buy
+3,500
New +$198K 0.04% 139
2024
Q2 		– Sell
-3,500
Closed -$211K – 156
2024
Q1 		$211K Hold
3,500
– – 0.05% 144
2023
Q4 		$210K Buy
+3,500
New +$186K 0.05% 132

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Retirement Income Solutions's SUN Position: Q2 2025 in Review

Retirement Income Solutions sold out of Sunoco (SUN) in Q2 2025, closing a stake of 3,500 shares — an estimated $203K sold.

Retirement Income Solutions first reported a position in SUN in Q4 2023 and held it in 3 quarters. The position peaked at $211K in Q1 2024. 279 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

  • Retirement Income Solutions reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
  • Retirement Income Solutions sold 3,500 Sunoco shares in Q2 2025, an estimated $203K.
  • Retirement Income Solutions first reported a position in Sunoco in Q4 2023 and held it in 3 quarters.
  • Retirement Income Solutions's Sunoco position peaked at $211K in Q1 2024.
  • 279 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Retirement Income Solutions's 13F filing for Q2 2025, filed 15 Jul 2025.