EWA
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EverSource Wealth Advisors’s Calumet Specialty Products CLMT Stock Holding History

EverSource Wealth 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 		$3.71K Buy
103
+10
+11% +$336 ﹤0.01% 3435
2026
Q1 		$3.34K Buy
93
+11
+13% +$285 ﹤0.01% 3450
2025
Q4 		$1.63K Buy
+82
New +$1.58K ﹤0.01% 3567

Other funds holding CLMT

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EverSource Wealth Advisors's CLMT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Calumet Specialty Products (CLMT) stake by 11% in Q2 2026, buying an estimated $336 and bringing the position to 103 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3435.

EverSource Wealth Advisors first reported a position in CLMT in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • EverSource Wealth Advisors held 103 shares of Calumet Specialty Products worth $3.71K as of Q2 2026.
  • EverSource Wealth Advisors bought 10 Calumet Specialty Products shares in Q2 2026, an estimated $336.
  • Calumet Specialty Products made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3435 holding.
  • EverSource Wealth Advisors first reported a position in Calumet Specialty Products in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.