Capital Asset Advisory Services’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$295K Buy
2,011
+264
+15% +$37.3K 0.01% 280
2026
Q1
$231K Buy
+1,747
New +$228K 0.01% 272
2025
Q1
Sell
-2,341
Closed -$242K 288
2024
Q4
$242K Buy
+2,341
New +$223K 0.01% 282

Other funds holding DTM

Capital Asset Advisory Services's DTM Position: Q2 2026 in Review

Capital Asset Advisory Services increased its DT Midstream (DTM) stake by 15% in Q2 2026, buying an estimated $37.3K and bringing the position to 2,011 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #280.

Capital Asset Advisory Services first reported a position in DTM in Q4 2024 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Capital Asset Advisory Services held 2,011 shares of DT Midstream worth $295K as of Q2 2026.
  • Capital Asset Advisory Services bought 264 DT Midstream shares in Q2 2026, an estimated $37.3K.
  • DT Midstream made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #280 holding.
  • Capital Asset Advisory Services first reported a position in DT Midstream in Q4 2024 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.