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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Jones Financial Companies's DKL Position: Q1 2026 in Review

Jones Financial Companies increased its Delek Logistics (DKL) stake by 191% in Q1 2026, buying an estimated $60.2K and bringing the position to 1,783 shares worth $92.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Jones Financial Companies first reported a position in DKL in Q3 2024 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold DKL as of Q1 2026.

  • Jones Financial Companies held 1,783 shares of Delek Logistics worth $92.3K as of Q1 2026.
  • Jones Financial Companies bought 1,170 Delek Logistics shares in Q1 2026, an estimated $60.2K.
  • Delek Logistics made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2703 holding.
  • Jones Financial Companies first reported a position in Delek Logistics in Q3 2024 and has held it in 7 quarters since.
  • 82 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.