IAA
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Independent Advisor Alliance’s Delek Logistics DKL Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-12,453
Closed -$556K – 1612
2025
Q4 		$556K Buy
12,453
+6,774
+119% +$304K 0.01% 618
2025
Q3 		$259K Sell
5,679
-1,817
-24% -$80.3K 0.01% 812
2025
Q2 		$322K Buy
7,496
+666
+10% +$27K 0.01% 703
2025
Q1 		$295K Buy
+6,830
New +$290K 0.01% 661

Other funds holding DKL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Independent Advisor Alliance's DKL Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Delek Logistics (DKL) in Q1 2026, closing a stake of 12,453 shares — an estimated $556K sold.

Independent Advisor Alliance first reported a position in DKL in Q1 2025 and held it in 4 quarters. The position peaked at $556K in Q4 2025. 82 funds tracked by Wall St. Rank hold DKL as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Delek Logistics position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,453 Delek Logistics shares in Q1 2026, an estimated $556K.
  • Independent Advisor Alliance first reported a position in Delek Logistics in Q1 2025 and held it in 4 quarters.
  • Independent Advisor Alliance's Delek Logistics position peaked at $556K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.