Position in WKC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,887,601
+$3,582,114 QoQ
Shares Held
385,245
+70.1% QoQ
Ownership
0.750%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76.38879154823553.ToString("F0")%
Shared 0.ToString("F0")%
None 23.611208451764462.ToString("F0")%
Common Shares in WKC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026UBS Group AG holds $1,648,055,478 across 19 Oil & Gas Refining & Marketing names. WKC ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
3,149,505 | $573,776,819 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,760,682 | $435,029,306 | |
| 3 | MPC |
Marathon Petroleum Corp
|
1,674,455 | $408,868,419 | |
| 4 | SUN |
Sunoco LP
|
959,732 | $62,353,787 | |
| 5 | DINO |
HF Sinclair Corp
|
700,459 | $43,701,635 | |
| 6 | PBF |
PBF Energy Inc.
|
718,897 | $34,233,872 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
405,739 | $25,415,489 | |
| 8 | DK |
Delek US Holdings, Inc.
|
430,227 | $19,390,330 |
All Filings in WKC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,887,601 | 385,245 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,305,487 | 226,440 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $4,254,449 | 163,948 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,669,732 | 623,271 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,676,819 | 164,909 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,877,621 | 213,654 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,936,325 | 94,996 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $888,473 | 34,437 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,978,062 | 74,785 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,882,743 | 82,649 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,308,856 | 58,353 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $647,118 | 31,292 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $891,183 | 34,880 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $893,854 | 32,706 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $553,254 | 23,603 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $216,057 | 10,560 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $825,151 | 30,516 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,285,842 | 86,356 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,715,830 | 51,036 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,834,501 | 57,816 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,391,241 | 67,933 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,898,484 | 60,927 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,755,379 | 82,840 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,658,998 | 103,222 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,061,914 | 81,887 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||