Position in WKC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$831,235
New position
Shares Held
36,031
first reported quarter
Ownership
0.070%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 98%
Shared 0%
None 2%
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Corient Private Wealth LLC holds $222,985,239 across 9 Oil & Gas Refining & Marketing names. WKC ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
706,748 | $128,755,350 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
240,620 | $59,452,389 | |
| 3 | MPC |
Marathon Petroleum Corp
|
124,118 | $30,307,132 | |
| 4 | DINO |
HF Sinclair Corp
|
29,111 | $1,816,235 | |
| 5 | WKC |
World Kinect Corp
This page
|
36,031 | $831,235 | |
| 6 | PBF |
PBF Energy Inc.
|
13,539 | $644,727 | |
| 7 | CAPL |
CrossAmerica Partners LP
|
25,000 | $519,500 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
60,846 | $335,261 |
All Filings in WKC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $831,235 | 36,031 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||