IFP Advisors’s Calumet Specialty Products CLMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $72K | Hold |
2,000
| – | – | ﹤0.01% | 2184 |
|
|
2026
Q1 | $71.8K | Hold |
2,000
| – | – | ﹤0.01% | 2047 |
|
|
2025
Q4 | $39.7K | Hold |
2,000
| – | – | ﹤0.01% | 2318 |
|
|
2025
Q3 | $36.5K | Hold |
2,000
| – | – | ﹤0.01% | 2244 |
|
|
2025
Q2 | $31.5K | Hold |
2,000
| – | – | ﹤0.01% | 2292 |
|
|
2025
Q1 | $25.4K | Hold |
2,000
| – | – | ﹤0.01% | 2201 |
|
|
2024
Q4 | $44K | Sell |
2,000
-2,000
| -50% | -$42K | ﹤0.01% | 1883 |
|
|
2024
Q3 | $62.4K | Buy |
4,000
+2,000
| +100% | +$32K | ﹤0.01% | 1626 |
|
|
2024
Q2 | $32.1K | Hold |
2,000
| – | – | ﹤0.01% | 1865 |
|
|
2024
Q1 | $29.7K | Hold |
2,000
| – | – | ﹤0.01% | 1796 |
|
|
2023
Q4 | $35.7K | Hold |
2,000
| – | – | ﹤0.01% | 1680 |
|
|
2023
Q3 | $38.2K | Hold |
2,000
| – | – | ﹤0.01% | 1669 |
|
|
2023
Q2 | $31.7K | Buy |
+2,000
| New | +$32.9K | ﹤0.01% | 1806 |
|
|
2021
Q4 | – | Sell |
-780
| Closed | -$6K | – | 3397 |
|
|
2021
Q3 | $6K | Hold |
780
| – | – | ﹤0.01% | 2470 |
|
|
2021
Q2 | $5K | Hold |
780
| – | – | ﹤0.01% | 2454 |
|
|
2021
Q1 | $5K | Hold |
780
| – | – | ﹤0.01% | 2402 |
|
|
2020
Q4 | $2K | Hold |
780
| – | – | ﹤0.01% | 2588 |
|
|
2020
Q3 | $2K | Hold |
780
| – | – | ﹤0.01% | 2455 |
|
|
2020
Q2 | $2K | Hold |
780
| – | – | ﹤0.01% | 2363 |
|
|
2020
Q1 | $1K | Buy |
+780
| New | +$2.63K | ﹤0.01% | 2501 |
|
|
2019
Q1 | $1K | Sell |
175
-1,804
| -91% | -$6K | ﹤0.01% | 2187 |
|
|
2018
Q4 | $4K | Sell |
1,979
-3,652
| -65% | -$15.1K | ﹤0.01% | 2915 |
|
|
2018
Q3 | $36K | Sell |
5,631
-250
| -4% | -$1.77K | ﹤0.01% | 2078 |
|
|
2018
Q2 | $44K | Sell |
5,881
-3,863
| -40% | -$29K | ﹤0.01% | 1996 |
|
|
2018
Q1 | $75K | Hold |
9,744
| – | – | ﹤0.01% | 1554 |
|
|
2017
Q4 | $75K | Sell |
9,744
-8,992
| -48% | -$75K | ﹤0.01% | 1566 |
|
|
2017
Q3 | $156K | Sell |
18,736
-2,300
| -11% | -$14.3K | 0.01% | 1295 |
|
|
2017
Q2 | $89K | Sell |
21,036
-1,650
| -7% | -$6.62K | ﹤0.01% | 1588 |
|
|
2017
Q1 | $86K | Sell |
22,686
-1,145
| -5% | -$4.53K | ﹤0.01% | 1579 |
|
|
2016
Q4 | $95K | Sell |
23,831
-5,224
| -18% | -$21.3K | ﹤0.01% | 1488 |
|
|
2016
Q3 | $131K | Sell |
29,055
-100
| -0.3% | -$515 | 0.01% | 1215 |
|
|
2016
Q2 | $143K | Buy |
29,155
+28,980
| +16,560% | +$164K | 0.01% | 1148 |
|
|
2016
Q1 | $1K | Sell |
175
-9,266
| -98% | -$129K | ﹤0.01% | 2183 |
|
|
2015
Q4 | $188K | Buy |
+9,441
| New | +$233K | 0.01% | 854 |
|
Other funds holding CLMT
TSC
WDOM
AAA
IFP Advisors's CLMT Position: Q2 2026 in Review
IFP Advisors held its Calumet Specialty Products (CLMT) position steady in Q2 2026 at 2,000 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.
IFP Advisors first reported a position in CLMT in Q4 2015 and has held it in 34 quarters since. The position peaked at $188K in Q4 2015. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.
- IFP Advisors held 2,000 shares of Calumet Specialty Products worth $72K as of Q2 2026.
- IFP Advisors left its Calumet Specialty Products share count unchanged in Q2 2026.
- Calumet Specialty Products made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2184 holding.
- IFP Advisors first reported a position in Calumet Specialty Products in Q4 2015 and has held it in 34 quarters since.
- IFP Advisors's Calumet Specialty Products position peaked at $188K in Q4 2015.
- 188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.