Cetera Investment Advisers
DKL icon

Cetera Investment Advisers’s Delek Logistics DKL Stock Holding History

Cetera Investment Advisers’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 		$801K Sell
16,104
-4,945
-23% -$254K ﹤0.01% 3099
2025
Q4 		$939K Sell
21,049
-2,332
-10% -$105K ﹤0.01% 2878
2025
Q3 		$1.06M Sell
23,381
-369
-2% -$16.3K ﹤0.01% 2716
2025
Q2 		$1.02M Sell
23,750
-530
-2% -$21.5K ﹤0.01% 2355
2025
Q1 		$1.05M Sell
24,280
-1,121
-4% -$47.7K ﹤0.01% 2224
2024
Q4 		$1.07M Buy
25,401
+6,125
+32% +$244K ﹤0.01% 2119
2024
Q3 		$843K Buy
19,276
+11,110
+136% +$454K ﹤0.01% 2243
2024
Q2 		$331K Buy
8,166
+215
+3% +$8.45K ﹤0.01% 2937
2024
Q1 		$326K Buy
7,951
+1,651
+26% +$72.2K ﹤0.01% 2957
2023
Q4 		$272K Buy
+6,300
New +$290K ﹤0.01% 1839
2022
Q3 		– Sell
-4,866
Closed -$237K – 1772
2022
Q2 		$237K Buy
+4,866
New +$246K ﹤0.01% 1571

Other funds holding DKL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.07B AUM 7.19% 1-Year Est. Return