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FAS Wealth Partners’s Calumet Specialty Products CLMT Stock Holding History

FAS Wealth Partners’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
2025
Q1 		– Hold
0
– -$220K – 432
2024
Q4 		– Hold
0
– – – 288
2024
Q3 		– Hold
0
– – – 305

Other funds holding CLMT

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Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FAS Wealth Partners's CLMT Position: Q2 2026 in Review

FAS Wealth Partners increased its Calumet Specialty Products (CLMT) stake by 14% in Q2 2026, buying an estimated $439K and bringing the position to 109,371 shares worth $3.94M. The position accounts for 0.21% of the portfolio, ranked #101.

FAS Wealth Partners first reported a position in CLMT in Q3 2023 and has held it in 12 quarters since. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • FAS Wealth Partners held 109,371 shares of Calumet Specialty Products worth $3.94M as of Q2 2026.
  • FAS Wealth Partners bought 13,050 Calumet Specialty Products shares in Q2 2026, an estimated $439K.
  • Calumet Specialty Products made up 0.21% of FAS Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • FAS Wealth Partners first reported a position in Calumet Specialty Products in Q3 2023 and has held it in 12 quarters since.
  • 188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.