Position in WKC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,413
+$1,322 QoQ
Shares Held
134
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 292 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WKC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $972,882 across 5 Oil & Gas Refining & Marketing names. WKC ranks #5 (0.5% of the industry book) .
All Filings in WKC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,413 | 134 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,091 | 134 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,092 | 132 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,425 | 132 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,742 | 132 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,494 | 229 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,631 | 132 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,080 | 132 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||