Position in WKC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$65
-$1,750 QoQ
Shares Held
2
-97.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#287
of 292 holders
Holding Since
Mar 2021
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WKC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $269,952 across 7 Oil & Gas Refining & Marketing names. WKC ranks #6 (0.0% of the industry book) .
All Filings in WKC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65 | 2 | Shares | Sole | 2026-08-06 | |
| 2024-12-31 | $1,815 | 66 | Shares | Sole | 2025-02-05 | |
| 2021-03-31 | $9,504 | 270 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||