Position in SU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$585,917
-$135,673 QoQ
Shares Held
10,915
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#416
of 751 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $56,784,490 across 7 Oil & Gas Integrated names. SU ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
270,273 | $36,951,724 | |
| 2 | CVX |
Chevron Corp
|
110,157 | $18,259,624 | |
| 3 | SHEL |
Shell plc
|
8,279 | $641,953 | |
| 4 | SU |
Suncor Energy Inc
This page
|
10,915 | $585,917 | |
| 5 | TTE |
TotalEnergies SE
|
3,709 | $288,411 | |
| 6 | NFG |
National Fuel Gas Co
|
490 | $37,832 | |
| 7 | BP |
Bp PLC
|
515 | $19,029 |
All Filings in SU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,917 | 10,915 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $721,590 | 10,915 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $484,189 | 10,915 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $456,356 | 10,915 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $408,766 | 10,915 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $422,628 | 10,915 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $389,447 | 10,915 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $402,981 | 10,915 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $436,435 | 11,455 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $422,804 | 11,455 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $367,018 | 11,455 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $393,822 | 11,455 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $335,860 | 11,455 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $411,567 | 13,255 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $437,874 | 13,800 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $400,293 | 14,220 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $513,249 | 14,635 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $490,805 | 15,060 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $336,378 | 13,439 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $367,326 | 17,711 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $132,793 | 5,540 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $115,786 | 5,540 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $92,961 | 5,540 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $67,754 | 5,540 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $93,404 | 5,540 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $87,532 | 5,540 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||