Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,014,799
-$470,262 QoQ
Shares Held
35,580
-0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#392
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX 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. PSX ranks #1 (96.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
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 PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,014,799 | 35,580 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,485,061 | 35,597 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,619,502 | 35,799 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,103,062 | 37,517 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,469,574 | 37,465 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,626,672 | 37,469 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,328,656 | 37,994 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,148,239 | 39,165 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,340,178 | 37,828 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,246,611 | 38,243 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,966,521 | 37,303 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,425,364 | 36,832 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,484,422 | 36,532 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,703,614 | 36,532 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,802,250 | 36,532 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,948,863 | 36,532 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,982,550 | 36,377 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,142,609 | 36,377 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,656,528 | 36,662 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,561,277 | 36,574 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,207,350 | 37,373 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,043,969 | 37,331 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,610,930 | 37,331 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,251,981 | 43,441 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,076,298 | 56,694 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,039,809 | 56,660 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||