SFC
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Strategic Financial Concepts’s Delek Logistics DKL Stock Holding History

Strategic Financial Concepts’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,103
Closed -$460K – 155
2025
Q3 		$460K Sell
10,103
-640
-6% -$28.3K 0.07% 146
2025
Q2 		$461K Hold
10,743
– – 0.06% 153
2025
Q1 		$465K Sell
10,743
-531
-5% -$22.6K 0.09% 190
2024
Q4 		$476K Sell
11,274
-822
-7% -$32.8K 0.09% 184
2024
Q3 		$529K Sell
12,096
-484,060
-98% -$19.8M 0.17% 112
2024
Q2 		$12.1K Buy
496,156
+484,571
+4,183% +$19.1M 0.01% 390
2024
Q1 		$475K Buy
+11,585
New +$507K 0.11% 165
2023
Q4 		– Sell
-11,730
Closed -$492K – 169
2023
Q3 		$492K Buy
+11,730
New +$519K 0.17% 139

Other funds holding DKL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.07B AUM 7.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return