Position in WKC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$565,612
+$203,645 QoQ
Shares Held
17,171
+9.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#149
of 292 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in WKC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Lido Advisors, LLC holds $48,107,355 across 8 Oil & Gas Refining & Marketing names. WKC ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
90,717 | $23,626,334 | |
| 2 | MPC |
Marathon Petroleum Corp
|
37,694 | $9,637,224 | |
| 3 | PSX |
Phillips 66
|
49,178 | $8,313,540 | |
| 4 | DINO |
HF Sinclair Corp
|
68,587 | $4,777,084 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
11,946 | $669,930 | |
| 6 | WKC |
World Kinect Corp
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|
17,171 | $565,612 | |
| 7 | PBF |
PBF Energy Inc.
|
5,836 | $265,654 | |
| 8 | SUN |
Sunoco LP
|
3,733 | $251,977 |
All Filings in WKC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,612 | 17,171 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $361,967 | 15,690 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $246,108 | 10,504 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $256,800 | 9,896 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $234,396 | 8,268 | Shares | Defined | 2025-08-13 | |
| 2022-06-30 | $302,480 | 14,784 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $309,434 | 11,690 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||