Cassaday & Co Wealth Management LLC

Position in WKC — World Kinect Corp

CIK 1963612 MCLEAN, VA

Position in WKC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$52,704

+$15,792 QoQ

Shares Held

1,600

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#222

of 293 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $854,243 across 5 Oil & Gas Refining & Marketing names. WKC ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	2,078	$351,285
2	VLO	Valero Energy Corp/Tx	1,089	$283,619
3	MPC	Marathon Petroleum Corp	336	$85,905
4	SUN	Sunoco LP	1,196	$80,730
5	WKC	World Kinect Corp This page	1,600	$52,704

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,704	1,600	0.0%	Shares	Sole	2026-08-10
2026-03-31	$36,912	1,600	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.