Position in WKC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,713,599
-$2,174,002 QoQ
Shares Held
203,813
-47.1% QoQ
Ownership
0.398%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 295 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in WKC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026UBS Group AG holds $1,542,328,143 across 18 Oil & Gas Refining & Marketing names. WKC ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,842,485 | $471,068,138 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,650,512 | $429,859,343 | |
| 3 | PSX |
Phillips 66
|
2,400,725 | $405,842,560 | |
| 4 | SUN |
Sunoco LP
|
1,059,451 | $71,512,942 | |
| 5 | DINO |
HF Sinclair Corp
|
834,394 | $58,115,541 | |
| 6 | PBF |
PBF Energy Inc.
|
533,874 | $24,301,943 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
402,984 | $22,599,342 | |
| 8 | DK |
Delek US Holdings, Inc.
|
366,940 | $18,644,220 |
All Filings in WKC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,713,599 | 203,813 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||