Mercer Global Advisors
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Mercer Global Advisors’s Delek Logistics DKL Stock Holding History

Mercer Global Advisors’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
2025
Q2 		– Sell
-5,695
Closed -$246K – 2287
2025
Q1 		$246K Buy
+5,695
New +$242K ﹤0.01% 1855

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Invesco
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Goldman Sachs
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Mercer Global Advisors's DKL Position: Q2 2025 in Review

Mercer Global Advisors sold out of Delek Logistics (DKL) in Q2 2025, closing a stake of 5,695 shares — an estimated $246K sold.

Mercer Global Advisors first reported a position in DKL in Q1 2025 and held it in 1 quarter. The position peaked at $246K in Q1 2025. 90 funds tracked by Wall St. Rank hold DKL as of Q2 2025.

  • Mercer Global Advisors reported no remaining Delek Logistics position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 5,695 Delek Logistics shares in Q2 2025, an estimated $246K.
  • Mercer Global Advisors first reported a position in Delek Logistics in Q1 2025 and held it in 1 quarter.
  • Mercer Global Advisors's Delek Logistics position peaked at $246K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held Delek Logistics as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.