Bruce G. Allen Investments’s Delek US DK Stock Holding History

Bruce G. Allen Investments’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 Q2	–	Sell	-8	Closed	-$121	–	1098
2025 Q1	$121	Buy	+8	New	+$139	﹤0.01%	1079
2024 Q4	–	Sell	-7	Closed	-$131	–	1108
2024 Q3	$131	Sell	7 -20	-74%	-$423	﹤0.01%	1105
2024 Q2	$669	Buy	+27	New	+$747	﹤0.01%	827

Other funds holding DK

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

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

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bruce G. Allen Investments's DK Position: Q2 2025 in Review

Bruce G. Allen Investments sold out of Delek US (DK) in Q2 2025, closing a stake of 8 shares — an estimated $121 sold.

Bruce G. Allen Investments first reported a position in DK in Q2 2024 and held it in 3 quarters. The position peaked at $669 in Q2 2024. 217 funds tracked by Wall St. Rank hold DK as of Q2 2025.

Bruce G. Allen Investments reported no remaining Delek US position as of Q2 2025 after selling out during the quarter.
Bruce G. Allen Investments sold 8 Delek US shares in Q2 2025, an estimated $121.
Bruce G. Allen Investments first reported a position in Delek US in Q2 2024 and held it in 3 quarters.
Bruce G. Allen Investments's Delek US position peaked at $669 in Q2 2024.
217 funds tracked by Wall St. Rank held Delek US as of Q2 2025.

Based on Bruce G. Allen Investments's 13F filing for Q2 2025, filed 9 Jul 2025.