Net Worth Advisory Group
DK icon

Net Worth Advisory Group’s Delek US DK Stock Holding History

Net Worth Advisory Group’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$991K Buy
13,327
+277
+2% +$18.5K 0.25% 81
2026
Q2 		$663K Sell
13,050
-627
-5% -$27.8K 0.17% 141
2026
Q1 		$616K Buy
13,677
+38
+0.3% +$1.36K 0.13% 171
2025
Q4 		$405K Buy
13,639
+2,240
+20% +$80K 0.08% 244
2025
Q3 		$368K Sell
11,399
-1,290
-10% -$33.7K 0.11% 214
2025
Q2 		$269K Buy
12,689
+2,165
+21% +$36.4K 0.06% 338
2025
Q1 		$159K Buy
+10,524
New +$182K 0.05% 354

Other funds holding DK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Net Worth Advisory Group's DK Position: Q3 2026 in Review

Net Worth Advisory Group increased its Delek US (DK) stake by 2.1% in Q3 2026, buying an estimated $18.5K and bringing the position to 13,327 shares worth $991K. The position accounts for 0.25% of the portfolio, ranked #81.

Net Worth Advisory Group first reported a position in DK in Q1 2025 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold DK as of Q3 2026.

  • Net Worth Advisory Group held 13,327 shares of Delek US worth $991K as of Q3 2026.
  • Net Worth Advisory Group bought 277 Delek US shares in Q3 2026, an estimated $18.5K.
  • Delek US made up 0.25% of Net Worth Advisory Group's portfolio in Q3 2026, its #81 holding.
  • Net Worth Advisory Group first reported a position in Delek US in Q1 2025 and has held it in 7 quarters since.
  • 159 funds tracked by Wall St. Rank held Delek US as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.