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Richards, Merrill & Peterson’s Sunoco SUN Stock Holding History

Richards, Merrill & Peterson’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
-700
Closed -$40.6K – 443
2025
Q1 		$40.6K Hold
700
– – 0.02% 271
2024
Q4 		$36K Buy
+700
New +$37K 0.02% 270

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richards, Merrill & Peterson's SUN Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Sunoco (SUN) in Q2 2025, closing a stake of 700 shares — an estimated $40.6K sold.

Richards, Merrill & Peterson first reported a position in SUN in Q4 2024 and held it in 2 quarters. The position peaked at $40.6K in Q1 2025. 278 funds tracked by Wall St. Rank hold SUN as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Sunoco position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 700 Sunoco shares in Q2 2025, an estimated $40.6K.
  • Richards, Merrill & Peterson first reported a position in Sunoco in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Sunoco position peaked at $40.6K in Q1 2025.
  • 278 funds tracked by Wall St. Rank held Sunoco as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.