CIBC Private Wealth Group’s Delek Logistics DKL Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	–	Sell	-425	Closed	-$19.4K	–	3431
2025 Q3	$19.4K	Hold	425	–	–	﹤0.01%	2167
2025 Q2	$18.3K	Hold	425	–	–	﹤0.01%	2049
2025 Q1	$15.8K	Hold	425	–	–	﹤0.01%	2082
2024 Q4	$18K	Hold	425	–	–	﹤0.01%	2103
2024 Q3	$18.6K	Sell	425 -80,740	-99%	-$3.3M	﹤0.01%	2190
2024 Q2	$3.27M	Sell	81,165 -20,840	-20%	-$819K	0.01%	465
2024 Q1	$4.15M	Buy	+102,005	New	+$4.46M	0.01%	431
2018 Q1	–	Sell	-3,252	Closed	-$103K	–	1971
2017 Q4	$103K	Buy	+3,252	New	+$97.7K	﹤0.01%	1033
2014 Q3	–	Sell	-40,186	Closed	-$1.38M	–	607
2014 Q2	$1.38M	Sell	40,186 -93,373	-70%	-$3.16M	0.01%	402
2014 Q1	$4.39M	Buy	+133,559	New	+$4.45M	0.04%	288

Other funds holding DKL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Delek Logistics (DKL) in Q4 2025, closing a stake of 425 shares — an estimated $19.4K sold.

CIBC Private Wealth Group first reported a position in DKL in Q1 2014 and held it in 10 quarters. The position peaked at $4.39M in Q1 2014. 77 funds tracked by Wall St. Rank hold DKL as of Q4 2025.

CIBC Private Wealth Group reported no remaining Delek Logistics position as of Q4 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 425 Delek Logistics shares in Q4 2025, an estimated $19.4K.
CIBC Private Wealth Group first reported a position in Delek Logistics in Q1 2014 and held it in 10 quarters.
CIBC Private Wealth Group's Delek Logistics position peaked at $4.39M in Q1 2014.
77 funds tracked by Wall St. Rank held Delek Logistics as of Q4 2025.

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