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Physician Wealth Advisors’s Delek US DK Stock Holding History

Physician Wealth Advisors’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 		$3.56K Buy
70
+18
+35% +$799 ﹤0.01% 1253
2026
Q1 		$2.34K Hold
52
– – ﹤0.01% 1282
2025
Q4 		$1.54K Hold
52
– – ﹤0.01% 1405
2025
Q3 		$1.68K Hold
52
– – ﹤0.01% 1307
2025
Q2 		$1.1K Sell
52
-45
-46% -$756 ﹤0.01% 1348
2025
Q1 		$1.46K Buy
+97
New +$1.68K ﹤0.01% 939

Other funds holding DK

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
CWGL
Cedrus Wealth Group LLC Andover, Minnesota $115M AUM
PCOTEOTHU
Provident Company of the Employees of the Hebrew University Jerusalem, Israel $131M AUM 66.95% 1-Year Est. Return
YAVAPFMC
Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel $144M AUM 82.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Physician Wealth Advisors's DK Position: Q2 2026 in Review

Physician Wealth Advisors increased its Delek US (DK) stake by 35% in Q2 2026, buying an estimated $799 and bringing the position to 70 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Physician Wealth Advisors first reported a position in DK in Q1 2025 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • Physician Wealth Advisors held 70 shares of Delek US worth $3.56K as of Q2 2026.
  • Physician Wealth Advisors bought 18 Delek US shares in Q2 2026, an estimated $799.
  • Delek US made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1253 holding.
  • Physician Wealth Advisors first reported a position in Delek US in Q1 2025 and has held it in 6 quarters since.
  • 66 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.