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Bellwether Advisors’s Delek US DK Stock Holding History

Bellwether Advisors’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
2025
Q3 		– Sell
-1
Closed -$21 – 251
2025
Q2 		$21 Hold
1
– – ﹤0.01% 597
2025
Q1 		$15 Hold
1
– – ﹤0.01% 512
2024
Q4 		$18 Buy
+1
New +$18 ﹤0.01% 512
2023
Q2 		– Sell
-1
Closed -$22 – 184
2023
Q1 		$22 Hold
1
– – ﹤0.01% 475
2022
Q4 		$27 Hold
1
– – ﹤0.01% 435
2022
Q3 		$0 Hold
1
– – ﹤0.01% 478
2022
Q2 		$0 Hold
1
– – ﹤0.01% 445
2022
Q1 		$0 Hold
1
– – ﹤0.01% 561
2021
Q4 		$0 Hold
1
– – ﹤0.01% 574
2021
Q3 		$0 Hold
1
– – ﹤0.01% 559
2021
Q2 		$0 Hold
1
– – ﹤0.01% 438
2021
Q1 		$0 Buy
+1
New +$22 ﹤0.01% 395

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bellwether Advisors's DK Position: Q3 2025 in Review

Bellwether Advisors sold out of Delek US (DK) in Q3 2025, closing a stake of 1 share — an estimated $21 sold.

Bellwether Advisors first reported a position in DK in Q1 2021 and held it in 12 quarters. The position peaked at $27 in Q4 2022. 260 funds tracked by Wall St. Rank hold DK as of Q3 2025.

  • Bellwether Advisors reported no remaining Delek US position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1 Delek US share in Q3 2025, an estimated $21.
  • Bellwether Advisors first reported a position in Delek US in Q1 2021 and held it in 12 quarters.
  • Bellwether Advisors's Delek US position peaked at $27 in Q4 2022.
  • 260 funds tracked by Wall St. Rank held Delek US as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.