CX Institutional’s DT Midstream DTM Stock Holding History

CX Institutional’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$407K	Buy	3,403 +15	+0.4%	+$2.01K	0.01%	527
2026 Q2	$497K	Buy	3,388 +16	+0.5%	+$2.26K	0.01%	476
2026 Q1	$454K	Sell	3,372 -212	-6%	-$27.7K	0.01%	482
2025 Q4	$429K	Sell	3,584 -121	-3%	-$13.9K	0.01%	466
2025 Q3	$419K	Buy	+3,705	New	+$387K	0.01%	479
2022 Q3	–	Sell	-432	Closed	-$21K	–	638
2022 Q2	$21K	Buy	+432	New	+$23.6K	﹤0.01%	834
2021 Q4	–	Sell	-281	Closed	-$13K	–	479
2021 Q3	$13K	Buy	+281	New	+$12.3K	﹤0.01%	797

Other funds holding DTM

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $103M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CX Institutional's DTM Position: Q3 2026 in Review

CX Institutional increased its DT Midstream (DTM) stake by 0.44% in Q3 2026, buying an estimated $2.01K and bringing the position to 3,403 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #527.

CX Institutional first reported a position in DTM in Q3 2021 and has held it in 7 quarters since. The position peaked at $497K in Q2 2026. 22 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

CX Institutional held 3,403 shares of DT Midstream worth $407K as of Q3 2026.
CX Institutional bought 15 DT Midstream shares in Q3 2026, an estimated $2.01K.
DT Midstream made up 0.01% of CX Institutional's portfolio in Q3 2026, its #527 holding.
CX Institutional first reported a position in DT Midstream in Q3 2021 and has held it in 7 quarters since.
CX Institutional's DT Midstream position peaked at $497K in Q2 2026.
22 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.