Pinnacle Wealth Planning Services
CLMT icon

Pinnacle Wealth Planning Services’s Calumet Specialty Products CLMT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.2K Sell
252
-3,748
-94% -$177K ﹤0.01% 1974
2026
Q2 		$144K Sell
4,000
-51
-1% -$1.71K 0.01% 685
2026
Q1 		$145K Sell
4,051
-51
-1% -$1.32K 0.02% 604
2025
Q4 		$81.5K Buy
+4,102
New +$78.9K 0.01% 900

Other funds holding CLMT

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Pinnacle Wealth Planning Services's CLMT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Calumet Specialty Products (CLMT) stake by 94% in Q3 2026, selling an estimated $177K and leaving 252 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Pinnacle Wealth Planning Services first reported a position in CLMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $145K in Q1 2026. 35 funds tracked by Wall St. Rank hold CLMT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 252 shares of Calumet Specialty Products worth $13.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 3,748 Calumet Specialty Products shares in Q3 2026, an estimated $177K.
  • Calumet Specialty Products made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1974 holding.
  • Pinnacle Wealth Planning Services first reported a position in Calumet Specialty Products in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Calumet Specialty Products position peaked at $145K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.