Carson Wealth (CWM LLC)
DKL icon

Carson Wealth (CWM LLC)’s Delek Logistics DKL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25K Buy
503
+201
+67% +$10.3K ﹤0.01% 4286
2025
Q4 		$13K Buy
302
+7
+2% +$314 ﹤0.01% 4410
2025
Q3 		$13K Buy
+295
New +$13K ﹤0.01% 4339
2022
Q4 		– Sell
-2,500
Closed -$127K – 4021
2022
Q3 		$127K Hold
2,500
– – ﹤0.01% 1239
2022
Q2 		$122K Hold
2,500
– – ﹤0.01% 1232
2022
Q1 		$110K Hold
2,500
– – ﹤0.01% 1288
2021
Q4 		$107K Buy
+2,500
New +$115K ﹤0.01% 1267

Other funds holding DKL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DKL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Delek Logistics (DKL) stake by 67% in Q1 2026, buying an estimated $10.3K and bringing the position to 503 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #4286.

Carson Wealth (CWM LLC) first reported a position in DKL in Q4 2021 and has held it in 7 quarters since. The position peaked at $127K in Q3 2022. 82 funds tracked by Wall St. Rank hold DKL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 503 shares of Delek Logistics worth $25K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 201 Delek Logistics shares in Q1 2026, an estimated $10.3K.
  • Delek Logistics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4286 holding.
  • Carson Wealth (CWM LLC) first reported a position in Delek Logistics in Q4 2021 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Delek Logistics position peaked at $127K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.