Position in WKC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$889
New position
Shares Held
27
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#269
of 292 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Valued Wealth Advisors LLC holds $82,672 across 6 Oil & Gas Refining & Marketing names. WKC ranks #6 (1.1% of the industry book) .
All Filings in WKC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889 | 27 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||