Position in WKC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,261
+$978 QoQ
Shares Held
99
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 292 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $180,965 across 7 Oil & Gas Refining & Marketing names. WKC ranks #7 (1.8% of the industry book) .
All Filings in WKC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,261 | 99 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,283 | 99 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,507 | 107 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,776 | 107 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,033 | 107 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,034 | 107 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,943 | 107 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,038 | 163 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,205 | 163 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,311 | 163 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,713 | 163 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||