Position in WKC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$948,476
+$426,480 QoQ
Shares Held
41,113
+84.5% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 20.73796609344976.ToString("F0")%
Shared 0.ToString("F0")%
None 79.26203390655024.ToString("F0")%
Common Shares in WKC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026LPL Financial LLC holds $435,245,954 across 16 Oil & Gas Refining & Marketing names. WKC ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
887,797 | $161,738,857 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
550,907 | $136,118,101 | |
| 3 | MPC |
Marathon Petroleum Corp
|
424,342 | $103,615,829 | |
| 4 | SUN |
Sunoco LP
|
177,210 | $11,513,333 | |
| 5 | DINO |
HF Sinclair Corp
|
130,805 | $8,160,923 | |
| 6 | DK |
Delek US Holdings, Inc.
|
81,183 | $3,658,917 | |
| 7 | CAPL |
CrossAmerica Partners LP
|
122,011 | $2,535,388 | |
| 8 | DKL |
Delek Logistics Partners, LP
|
32,477 | $1,616,055 |
All Filings in WKC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $948,476 | 41,113 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $521,996 | 22,279 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $797,054 | 30,715 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,216,129 | 42,897 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,189,900 | 41,957 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,167,744 | 42,448 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,130,904 | 36,587 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,043,971 | 40,464 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $653,738 | 24,716 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $520,910 | 22,867 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $312,046 | 13,912 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $384,399 | 18,588 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $542,707 | 21,241 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $704,622 | 25,782 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $567,130 | 24,195 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $271,708 | 13,280 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $255,284 | 9,441 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $583,134 | 22,030 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $874,187 | 26,002 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $820,918 | 25,872 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $908,230 | 25,802 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||