IFG Advisory’s Delek Logistics DKL Stock Holding History

IFG Advisory’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	$1.87M	Buy	36,364 +1,883	+5%	+$95.8K	0.07%	303
2026 Q1	$1.72M	Buy	+34,481	New	+$1.77M	4.92%	2
2025 Q3	–	Sell	-36,364	Closed	-$1.56M	–	775
2025 Q2	$1.56M	Buy	36,364 +1,883	+5%	+$76.4K	0.08%	266
2025 Q1	$1.49M	Hold	34,481	–	–	0.08%	255
2024 Q4	$1.46M	Buy	34,481 +9,341	+37%	+$373K	0.08%	248
2024 Q3	$1.1M	Buy	25,140 +9,340	+59%	+$382K	0.07%	265
2024 Q2	$640K	Buy	+15,800	New	+$621K	0.04%	356

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

NIM

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

IFG Advisory's DKL Position: Q2 2026 in Review

IFG Advisory increased its Delek Logistics (DKL) stake by 5.5% in Q2 2026, buying an estimated $95.8K and bringing the position to 36,364 shares worth $1.87M. The position accounts for 0.07% of the portfolio, ranked #303.

IFG Advisory first reported a position in DKL in Q2 2024 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold DKL as of Q2 2026.

IFG Advisory held 36,364 shares of Delek Logistics worth $1.87M as of Q2 2026.
IFG Advisory bought 1,883 Delek Logistics shares in Q2 2026, an estimated $95.8K.
Delek Logistics made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #303 holding.
IFG Advisory first reported a position in Delek Logistics in Q2 2024 and has held it in 7 quarters since.
82 funds tracked by Wall St. Rank held Delek Logistics as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.