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Farmers & Merchants Investments Inc’s Sunoco SUN Stock Holding History

Farmers & Merchants Investments Inc’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
2026
Q2 		$17.3K Hold
257
– – ﹤0.01% 646
2026
Q1 		$16.7K Hold
257
– – ﹤0.01% 630
2025
Q4 		$13.5K Hold
257
– – ﹤0.01% 660
2025
Q3 		$12.9K Hold
257
– – ﹤0.01% 677
2025
Q2 		$13.8K Hold
257
– – ﹤0.01% 642
2025
Q1 		$14.9K Hold
257
– – ﹤0.01% 606
2024
Q4 		$13.2K Hold
257
– – ﹤0.01% 646
2024
Q3 		$13.8K Hold
257
– – ﹤0.01% 644
2024
Q2 		$14.5K Buy
+257
New +$14K ﹤0.01% 617

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Farmers & Merchants Investments Inc's SUN Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Sunoco (SUN) position steady in Q2 2026 at 257 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Farmers & Merchants Investments Inc first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 170 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Farmers & Merchants Investments Inc held 257 shares of Sunoco worth $17.3K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #646 holding.
  • Farmers & Merchants Investments Inc first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
  • 170 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.