HB Wealth Management’s Delek Logistics DKL Stock Holding History

HB 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
2026 Q2	–	Sell	-4,336	Closed	-$216K	–	1740
2026 Q1	$216K	Buy	+4,336	New	+$223K	﹤0.01%	1397
2025 Q4	–	Sell	-5,769	Closed	-$263K	–	1417
2025 Q3	$263K	Hold	5,769	–	–	﹤0.01%	1135
2025 Q2	$248K	Hold	5,769	–	–	﹤0.01%	1019
2025 Q1	$250K	Buy	+5,769	New	+$245K	﹤0.01%	1042
2024 Q4	–	Sell	-4,689	Closed	-$205K	–	1090
2024 Q3	$205K	Sell	4,689 -315	-6%	-$12.9K	﹤0.01%	885
2024 Q2	$203K	Buy	+5,004	New	+$197K	﹤0.01%	848
2024 Q1	–	Sell	-5,769	Closed	-$249K	–	857
2023 Q4	$249K	Hold	5,769	–	–	﹤0.01%	674
2023 Q3	$242K	Hold	5,769	–	–	﹤0.01%	638
2023 Q2	$315K	Sell	5,769 -2,915	-34%	-$146K	0.01%	532
2023 Q1	$412K	Hold	8,684	–	–	0.01%	458
2022 Q4	$393K	Hold	8,684	–	–	0.01%	452
2022 Q3	$442K	Hold	8,684	–	–	0.01%	359
2022 Q2	$423K	Hold	8,684	–	–	0.01%	373
2022 Q1	$382K	Hold	8,684	–	–	0.01%	394
2021 Q4	$371K	Buy	+8,684	New	+$401K	0.01%	350

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

HB Wealth Management's DKL Position: Q2 2026 in Review

HB Wealth Management sold out of Delek Logistics (DKL) in Q2 2026, closing a stake of 4,336 shares — an estimated $216K sold.

HB Wealth Management first reported a position in DKL in Q4 2021 and held it in 15 quarters. The position peaked at $442K in Q3 2022. 82 funds tracked by Wall St. Rank hold DKL as of Q2 2026.

HB Wealth Management reported no remaining Delek Logistics position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 4,336 Delek Logistics shares in Q2 2026, an estimated $216K.
HB Wealth Management first reported a position in Delek Logistics in Q4 2021 and held it in 15 quarters.
HB Wealth Management's Delek Logistics position peaked at $442K in Q3 2022.
82 funds tracked by Wall St. Rank held Delek Logistics as of Q2 2026.

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