Oliver Lagore Vanvalin Investment Group’s DT Midstream DTM Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$346K	Buy	+3,588	New	+$363K	0.14%	108
2024 Q4	$337K	Buy	3,394 +1,440	+74%	+$137K	0.09%	101
2024 Q3	$154K	Buy	1,954 +17	+0.9%	+$1.27K	0.04%	138
2024 Q2	$138K	Buy	1,937 +35	+2%	+$2.3K	0.04%	143
2024 Q1	$116K	Sell	1,902 -4	-0.2%	-$223	0.03%	167
2023 Q4	$104K	Sell	1,906 -420	-18%	-$23.1K	0.04%	146
2023 Q3	$123K	Sell	2,326 -15	-0.6%	-$782	0.05%	149
2023 Q2	$116K	Sell	2,341 -7,455	-76%	-$357K	0.04%	162
2023 Q1	$484K	Buy	9,796 +4,155	+74%	+$215K	0.21%	53
2022 Q4	$312K	Sell	5,641 -3,431	-38%	-$196K	0.18%	66
2022 Q3	$471K	Sell	9,072 -757	-8%	-$40.9K	0.3%	51
2022 Q2	$482K	Buy	9,829 +34	+0.3%	+$1.86K	0.28%	52
2022 Q1	$524K	Buy	+9,795	New	+$510K	0.35%	54

Other funds holding DTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DTM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in DT Midstream (DTM) in Q2 2025: 3,588 shares worth $346K. The stake represents 0.14% of the portfolio and ranks #108 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DTM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DTM in Q1 2022 and has held it in 13 quarters since. The position peaked at $524K in Q1 2022. 608 funds tracked by Wall St. Rank hold DTM as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,588 shares of DT Midstream worth $346K as of Q2 2025.
DT Midstream was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
DT Midstream made up 0.14% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #108 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in DT Midstream in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's DT Midstream position peaked at $524K in Q1 2022.
608 funds tracked by Wall St. Rank held DT Midstream as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.