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Premier Path Wealth Partners’s Calumet Specialty Products CLMT Stock Holding History

Premier Path Wealth Partners’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
Q2 		$439K Sell
12,199
-54
-0.4% -$1.81K 0.05% 290
2026
Q1 		$440K Sell
12,253
-600
-5% -$15.5K 0.06% 293
2025
Q4 		$255K Hold
12,853
– – 0.03% 352
2025
Q3 		$235K Hold
12,853
– – 0.03% 367
2025
Q2 		$202K Buy
12,853
+1,320
+11% +$16.8K 0.03% 376
2025
Q1 		$146K Buy
+11,533
New +$181K 0.02% 368

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Premier Path Wealth Partners's CLMT Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Calumet Specialty Products (CLMT) stake by 0.44% in Q2 2026, selling an estimated $1.81K and leaving 12,199 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #290.

Premier Path Wealth Partners first reported a position in CLMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $440K in Q1 2026. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • Premier Path Wealth Partners held 12,199 shares of Calumet Specialty Products worth $439K as of Q2 2026.
  • Premier Path Wealth Partners sold 54 Calumet Specialty Products shares in Q2 2026, an estimated $1.81K.
  • Calumet Specialty Products made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #290 holding.
  • Premier Path Wealth Partners first reported a position in Calumet Specialty Products in Q1 2025 and has held it in 6 quarters since.
  • Premier Path Wealth Partners's Calumet Specialty Products position peaked at $440K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.