Jones Financial Companies
DKL icon

Jones Financial Companies’s Delek Logistics DKL Stock Holding History

Jones Financial Companies’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 		$68K Sell
1,340
-443
-25% -$22.5K ﹤0.01% 2992
2026
Q1 		$92.3K Buy
1,783
+1,170
+191% +$60.2K ﹤0.01% 2703
2025
Q4 		$27.4K Sell
613
-1
-0.2% -$45 ﹤0.01% 2805
2025
Q3 		$27.9K Hold
614
– – ﹤0.01% 2629
2025
Q2 		$26.4K Buy
614
+16
+3% +$649 ﹤0.01% 2485
2025
Q1 		$26.1K Buy
598
+298
+99% +$12.7K ﹤0.01% 2330
2024
Q4 		$12.7K Hold
300
– – ﹤0.01% 2429
2024
Q3 		$12.9K Buy
+300
New +$12.3K ﹤0.01% 2125

Other funds holding DKL

ALPS Advisors
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Jones Financial Companies's DKL Position: Q2 2026 in Review

Jones Financial Companies reduced its Delek Logistics (DKL) stake by 25% in Q2 2026, selling an estimated $22.5K and leaving 1,340 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Jones Financial Companies first reported a position in DKL in Q3 2024 and has held it in 8 quarters since. The position peaked at $92.3K in Q1 2026. 82 funds tracked by Wall St. Rank hold DKL as of Q2 2026.

  • Jones Financial Companies held 1,340 shares of Delek Logistics worth $68K as of Q2 2026.
  • Jones Financial Companies sold 443 Delek Logistics shares in Q2 2026, an estimated $22.5K.
  • Delek Logistics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2992 holding.
  • Jones Financial Companies first reported a position in Delek Logistics in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Delek Logistics position peaked at $92.3K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Delek Logistics as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.