Position in WKC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$19,500
+$19,055 QoQ
Shares Held
592
+3015.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#234
of 292 holders
Holding Since
Jun 2025
4 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, 2026True Wealth Design, LLC holds $453,909 across 10 Oil & Gas Refining & Marketing names. WKC ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
1,637 | $276,734 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
206 | $53,650 | |
| 3 | PBF |
PBF Energy Inc.
|
1,143 | $52,029 | |
| 4 | DINO |
HF Sinclair Corp
|
340 | $23,681 | |
| 5 | WKC |
World Kinect Corp
This page
|
592 | $19,500 | |
| 6 | MPC |
Marathon Petroleum Corp
|
75 | $19,175 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
145 | $8,131 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
284 | $582 |
All Filings in WKC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,500 | 592 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $445 | 19 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,712 | 66 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,559 | 55 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||