Position in WKC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$196,157
-$50,597 QoQ
Shares Held
5,955
-25.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#206
of 292 holders
Holding Since
Sep 2023
6 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, 2026Integrated Wealth Concepts LLC holds $15,601,262 across 15 Oil & Gas Refining & Marketing names. WKC ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
19,344 | $5,037,951 | |
| 2 | PSX |
Phillips 66
|
24,933 | $4,214,923 | |
| 3 | MPC |
Marathon Petroleum Corp
|
15,701 | $4,014,274 | |
| 4 | DINO |
HF Sinclair Corp
|
13,311 | $927,111 | |
| 5 | PBF |
PBF Energy Inc.
|
8,690 | $395,568 | |
| 6 | UGP |
Ultrapar Holdings Inc
|
42,165 | $211,668 | |
| 7 | WKC |
World Kinect Corp
This page
|
5,955 | $196,157 | |
| 8 | SUN |
Sunoco LP
|
2,818 | $190,215 |
All Filings in WKC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,157 | 5,955 | Shares | Sole | 2026-08-12 | |
| 2024-09-30 | $246,754 | 7,983 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $237,179 | 9,193 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $243,154 | 9,193 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $209,416 | 9,193 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $206,535 | 9,208 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||