NWAG
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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Net Worth Advisory Group's DK Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Delek US (DK) stake by 4.6% in Q2 2026, selling an estimated $27.8K and leaving 13,050 shares worth $663K. The position accounts for 0.17% of the portfolio, ranked #141.

Net Worth Advisory Group first reported a position in DK in Q1 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • Net Worth Advisory Group held 13,050 shares of Delek US worth $663K as of Q2 2026.
  • Net Worth Advisory Group sold 627 Delek US shares in Q2 2026, an estimated $27.8K.
  • Delek US made up 0.17% of Net Worth Advisory Group's portfolio in Q2 2026, its #141 holding.
  • Net Worth Advisory Group first reported a position in Delek US in Q1 2025 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.