Advisor Resource Council’s Calumet Specialty Products CLMT Stock Holding History

Advisor Resource Council’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,060	Closed	-$153K	–	254
2025 Q1	$153K	Buy	+12,060	New	+$189K	0.01%	560
2024 Q1	–	Sell	-12,060	Closed	-$216K	–	283
2023 Q4	$216K	Buy	+12,060	New	+$196K	0.03%	435
2022 Q3	–	Sell	-12,060	Closed	-$125K	–	211
2022 Q2	$125K	Buy	+12,060	New	+$160K	0.01%	504
2022 Q1	–	Sell	-12,060	Closed	-$159K	–	271
2021 Q4	$159K	Buy	+12,060	New	+$152K	0.01%	558
2021 Q3	–	Sell	-12,060	Closed	-$83K	–	260
2021 Q2	$83K	Buy	+12,060	New	+$74.4K	0.01%	488

Other funds holding CLMT

WDOM

Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GECH

Garnet Equity Capital Holdings New York $642M AUM 58.94% 1-Year Est. Return

Advisor Resource Council's CLMT Position: Q2 2025 in Review

Advisor Resource Council sold out of Calumet Specialty Products (CLMT) in Q2 2025, closing a stake of 12,060 shares — an estimated $153K sold.

Advisor Resource Council first reported a position in CLMT in Q2 2021 and held it in 5 quarters. The position peaked at $216K in Q4 2023. 134 funds tracked by Wall St. Rank hold CLMT as of Q2 2025.

Advisor Resource Council reported no remaining Calumet Specialty Products position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 12,060 Calumet Specialty Products shares in Q2 2025, an estimated $153K.
Advisor Resource Council first reported a position in Calumet Specialty Products in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Calumet Specialty Products position peaked at $216K in Q4 2023.
134 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.