SG
DTM icon

Sourcerock Group’s DT Midstream DTM Stock Holding History

Sourcerock 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
Q3 		– Sell
-160,591
Closed -$17.7M – 39
2025
Q2 		$17.7M Sell
160,591
-48,426
-23% -$4.9M 0.92% 24
2025
Q1 		$20.2M Buy
209,017
+109,017
+109% +$10.9M 1.14% 16
2024
Q4 		$9.94M Buy
+100,000
New +$9.52M 0.71% 30

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sourcerock Group's DTM Position: Q3 2025 in Review

Sourcerock Group sold out of DT Midstream (DTM) in Q3 2025, closing a stake of 160,591 shares — an estimated $17.7M sold.

Sourcerock Group first reported a position in DTM in Q4 2024 and held it in 3 quarters. The position peaked at $20.2M in Q1 2025. 605 funds tracked by Wall St. Rank hold DTM as of Q3 2025.

  • Sourcerock Group reported no remaining DT Midstream position as of Q3 2025 after selling out during the quarter.
  • Sourcerock Group sold 160,591 DT Midstream shares in Q3 2025, an estimated $17.7M.
  • Sourcerock Group first reported a position in DT Midstream in Q4 2024 and held it in 3 quarters.
  • Sourcerock Group's DT Midstream position peaked at $20.2M in Q1 2025.
  • 605 funds tracked by Wall St. Rank held DT Midstream as of Q3 2025.

Based on Sourcerock Group's 13F filing for Q3 2025, filed 14 Nov 2025.