Position in CLNE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,451
-$728 QoQ
Shares Held
708
-19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#163
of 191 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLNE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026IFP Advisors, Inc holds $7,604,286 across 14 Oil & Gas Refining & Marketing names. CLNE ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
19,223 | $3,249,648 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
7,601 | $1,979,604 | |
| 3 | MPC |
Marathon Petroleum Corp
|
7,665 | $1,959,710 | |
| 4 | DINO |
HF Sinclair Corp
|
2,615 | $182,134 | |
| 5 | SUN |
Sunoco LP
|
1,101 | $74,317 | |
| 6 | PBF |
PBF Energy Inc.
|
1,451 | $66,049 | |
| 7 | WKC |
World Kinect Corp
|
1,774 | $58,435 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
2,138 | $15,414 |
All Filings in CLNE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,451 | 708 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,179 | 879 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,141 | 1,496 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,507 | 972 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,620 | 831 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,286 | 830 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,585 | 1,030 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,110 | 1,000 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $4,005 | 1,500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,288 | 1,600 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $6,319 | 1,650 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $6,894 | 1,800 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $11,408 | 2,300 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,464 | 2,400 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $10 | 3,505 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,852 | 3,905 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $17,046 | 3,805 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $40,533 | 5,105 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $30,680 | 5,005 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $48,125 | 5,905 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $58,413 | 5,755 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $60,387 | 4,395 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $15,720 | 2,000 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,852 | 1,150 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,553 | 1,150 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,047 | 1,150 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||