CIBC Private Wealth Group’s Calumet Specialty Products CLMT Stock Holding History

CIBC Private Wealth Group’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$238K	Hold	12,000	–	–	﹤0.01%	1118
2025 Q3	$219K	Hold	12,000	–	–	﹤0.01%	1142
2025 Q2	$189K	Hold	12,000	–	–	﹤0.01%	1152
2025 Q1	$108K	Hold	12,000	–	–	﹤0.01%	1326
2024 Q4	$257K	Hold	12,000	–	–	﹤0.01%	1066
2024 Q3	$214K	Hold	12,000	–	–	﹤0.01%	1152
2024 Q2	$194K	Hold	12,000	–	–	﹤0.01%	1118
2024 Q1	$178K	Hold	12,000	–	–	﹤0.01%	1172
2023 Q4	$214K	Hold	12,000	–	–	﹤0.01%	1045
2023 Q3	$229K	Buy	+12,000	New	+$208K	﹤0.01%	965
2023 Q2	–	Sell	-12,000	Closed	-$209K	–	884
2023 Q1	$209K	Hold	12,000	–	–	﹤0.01%	838
2022 Q4	$203K	Buy	+12,000	New	+$194K	﹤0.01%	731

Other funds holding CLMT

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

WDOM

Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

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

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

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

CIBC Private Wealth Group's CLMT Position: Q4 2025 in Review

CIBC Private Wealth Group held its Calumet Specialty Products (CLMT) position steady in Q4 2025 at 12,000 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

CIBC Private Wealth Group first reported a position in CLMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $257K in Q4 2024. 140 funds tracked by Wall St. Rank hold CLMT as of Q4 2025.

CIBC Private Wealth Group held 12,000 shares of Calumet Specialty Products worth $238K as of Q4 2025.
CIBC Private Wealth Group left its Calumet Specialty Products share count unchanged in Q4 2025.
Calumet Specialty Products made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1118 holding.
CIBC Private Wealth Group first reported a position in Calumet Specialty Products in Q4 2022 and has held it in 12 quarters since.
CIBC Private Wealth Group's Calumet Specialty Products position peaked at $257K in Q4 2024.
140 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.