Position in CLNE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$196
+$147 QoQ
Shares Held
96
+380.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 191 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLNE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Clearstead Advisors, LLC holds $7,752,725 across 12 Oil & Gas Refining & Marketing names. CLNE ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
12,438 | $3,239,352 | |
| 2 | MPC |
Marathon Petroleum Corp
|
9,942 | $2,541,871 | |
| 3 | PSX |
Phillips 66
|
9,870 | $1,668,523 | |
| 4 | SUN |
Sunoco LP
|
3,736 | $252,180 | |
| 5 | PBF |
PBF Energy Inc.
|
586 | $26,674 | |
| 6 | DINO |
HF Sinclair Corp
|
271 | $18,875 | |
| 7 | WKC |
World Kinect Corp
|
94 | $3,096 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
50 | $1,121 |
All Filings in CLNE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196 | 96 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $49 | 20 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $42 | 20 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $51 | 20 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $39 | 20 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $852 | 550 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,380 | 550 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,399 | 450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,201 | 450 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,206 | 450 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,646 | 430 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,646 | 430 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,132 | 430 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,874 | 430 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,236 | 430 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,296 | 430 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,926 | 430 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,414 | 430 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,635 | 430 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,504 | 430 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,364 | 430 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,908 | 430 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,593 | 330 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||