Stephens Consulting’s Delek US DK Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-25	Closed	-$377	–	1416
2025 Q1	$377	Buy	+25	New	+$433	﹤0.01%	1153

Other funds holding DK

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

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's DK Position: Q2 2025 in Review

Stephens Consulting sold out of Delek US (DK) in Q2 2025, closing a stake of 25 shares — an estimated $377 sold.

Stephens Consulting first reported a position in DK in Q1 2025 and held it in 1 quarter. The position peaked at $377 in Q1 2025. 217 funds tracked by Wall St. Rank hold DK as of Q2 2025.

Stephens Consulting reported no remaining Delek US position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 25 Delek US shares in Q2 2025, an estimated $377.
Stephens Consulting first reported a position in Delek US in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Delek US position peaked at $377 in Q1 2025.
217 funds tracked by Wall St. Rank held Delek US as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.