CA
DK icon

Clearstead Advisors’s Delek US DK Stock Holding History

Clearstead Advisors’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-161
Closed -$5.2K – 2887
2025
Q3 		$5.2K Buy
+161
New +$4.21K ﹤0.01% 2145

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFM
ION Fund Management Herzliya $707M AUM
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors's DK Position: Q4 2025 in Review

Clearstead Advisors sold out of Delek US (DK) in Q4 2025, closing a stake of 161 shares — an estimated $5.2K sold.

Clearstead Advisors first reported a position in DK in Q3 2025 and held it in 1 quarter. The position peaked at $5.2K in Q3 2025. 254 funds tracked by Wall St. Rank hold DK as of Q4 2025.

  • Clearstead Advisors reported no remaining Delek US position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 161 Delek US shares in Q4 2025, an estimated $5.2K.
  • Clearstead Advisors first reported a position in Delek US in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Delek US position peaked at $5.2K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Delek US as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.