Rothwell Investment Advisors, LLC’s Delek US DK Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio DK Stock Details DK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$43.4K	Buy	+608	New	+$40.6K	0.02%	457

Other funds holding DK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's DK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Delek US (DK) in Q3 2026: 608 shares worth $43.4K. The stake represents 0.02% of the portfolio and ranks #457 among its holdings.

152 funds tracked by Wall St. Rank hold DK as of Q3 2026.

Rothwell Investment Advisors, LLC held 608 shares of Delek US worth $43.4K as of Q3 2026.
Delek US was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Delek US made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #457 holding.
152 funds tracked by Wall St. Rank held Delek US as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.