Position in WKC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,397,215
+$1,066,184 QoQ
Shares Held
42,417
+195.6% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#106
of 292 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in WKC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $73,704,887 across 11 Oil & Gas Refining & Marketing names. WKC ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
154,232 | $26,072,919 | |
| 2 | MPC |
Marathon Petroleum Corp
|
81,254 | $20,774,210 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
69,422 | $18,080,265 | |
| 4 | DINO |
HF Sinclair Corp
|
45,752 | $3,186,626 | |
| 5 | PBF |
PBF Energy Inc.
|
60,831 | $2,769,027 | |
| 6 | WKC |
World Kinect Corp
This page
|
42,417 | $1,397,215 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
10,633 | $596,298 | |
| 8 | SUN |
Sunoco LP
|
6,015 | $406,012 |
All Filings in WKC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,397,215 | 42,417 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $331,031 | 14,349 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $367,429 | 15,682 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $493,413 | 19,014 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $463,324 | 16,343 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $431,554 | 15,217 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $371,137 | 13,491 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $430,267 | 13,920 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||