Position in CVI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$550
-$123 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 221 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $6,259,085 across 9 Oil & Gas Refining & Marketing names. CVI ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
35,580 | $6,014,799 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
408 | $106,259 | |
| 3 | MPC |
Marathon Petroleum Corp
|
405 | $103,546 | |
| 4 | SUN |
Sunoco LP
|
257 | $17,347 | |
| 5 | DINO |
HF Sinclair Corp
|
137 | $9,542 | |
| 6 | PBF |
PBF Energy Inc.
|
90 | $4,096 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
32 | $1,794 | |
| 8 | WKC |
World Kinect Corp
|
35 | $1,152 |
All Filings in CVI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550 | 20 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $673 | 20 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $508 | 20 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $729 | 20 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $537 | 20 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $388 | 20 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $374 | 20 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $460 | 20 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $535 | 20 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $713 | 20 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $606 | 20 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $680 | 20 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $599 | 20 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||