Future Financial Wealth Management’s Delek Logistics DKL Stock Holding History

Future Financial Wealth Management’s Portfolio DKL Stock Details DKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,600	Closed	-$72.9K	–	197
2025 Q3	$72.9K	Hold	1,600	–	–	0.05%	214
2025 Q2	$68.7K	Hold	1,600	–	–	0.05%	210
2025 Q1	$69.2K	Hold	1,600	–	–	0.05%	200
2024 Q4	$67.6K	Hold	1,600	–	–	0.05%	208
2024 Q3	$70K	Buy	+1,600	New	+$65.4K	0.05%	215
2024 Q2	–	Sell	-1,600	Closed	-$65.6K	–	194
2024 Q1	$65.6K	Buy	+1,600	New	+$70K	0.05%	227
2022 Q2	–	Sell	-1,600	Closed	-$70K	–	205
2022 Q1	$70K	Hold	1,600	–	–	0.06%	227
2021 Q4	$70K	Buy	+1,600	New	+$73.9K	0.06%	231

Other funds holding DKL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Future Financial Wealth Management's DKL Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Delek Logistics (DKL) in Q4 2025, closing a stake of 1,600 shares — an estimated $72.9K sold.

Future Financial Wealth Management first reported a position in DKL in Q4 2021 and held it in 8 quarters. The position peaked at $72.9K in Q3 2025. 77 funds tracked by Wall St. Rank hold DKL as of Q4 2025.

Future Financial Wealth Management reported no remaining Delek Logistics position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,600 Delek Logistics shares in Q4 2025, an estimated $72.9K.
Future Financial Wealth Management first reported a position in Delek Logistics in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Delek Logistics position peaked at $72.9K in Q3 2025.
77 funds tracked by Wall St. Rank held Delek Logistics as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.