Position in SUN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,347
+$650 QoQ
Shares Held
257
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#271
of 300 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUN 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. SUN ranks #4 (0.3% 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
This page
|
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 SUN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,347 | 257 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $16,697 | 257 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $13,469 | 257 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,852 | 257 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,772 | 257 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,921 | 257 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,220 | 257 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $13,795 | 257 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,530 | 257 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||