Concurrent Investment Advisors’s Calumet Specialty Products CLMT Stock Holding History

Concurrent Investment Advisors’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
2026 Q2	$2.07M	Buy	+57,380	New	+$1.93M	0.02%	711

Other funds holding CLMT

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

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Concurrent Investment Advisors's CLMT Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Calumet Specialty Products (CLMT) in Q2 2026: 57,380 shares worth $2.07M. The stake represents 0.02% of the portfolio and ranks #711 among its holdings.

23 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

Concurrent Investment Advisors held 57,380 shares of Calumet Specialty Products worth $2.07M as of Q2 2026.
Calumet Specialty Products was a new Concurrent Investment Advisors position in Q2 2026.
Calumet Specialty Products made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #711 holding.
23 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.