Position in WKC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$29,646
+$8,883 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#227
of 292 holders
Holding Since
Dec 2024
7 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, 2026HHM Wealth Advisors, LLC holds $1,312,671 across 5 Oil & Gas Refining & Marketing names. WKC ranks #5 (2.3% of the industry book) .
All Filings in WKC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,646 | 900 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $20,763 | 900 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $21,087 | 900 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $23,355 | 900 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $25,515 | 900 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,524 | 900 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $24,759 | 900 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||