Summit Securities Group’s Calumet Specialty Products CLMT Stock Holding History

Summit Securities Group’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	–	Sell	-321	Closed	-$11.5K	–	1186
2026 Q1	$11.5K	Buy	+321	New	+$8.31K	﹤0.01%	640
2016 Q4	–	Sell	-12,780	Closed	-$58K	–	274
2016 Q3	$58K	Buy	+12,780	New	+$65.8K	0.02%	147
2014 Q4	–	Sell	-700	Closed	-$19K	–	624
2014 Q3	$19K	Sell	700 -8,700	-93%	-$263K	0.01%	484
2014 Q2	$299K	Buy	9,400 +8,400	+840%	+$250K	0.1%	128
2014 Q1	$26K	Buy	+1,000	New	+$27.3K	0.02%	220
2013 Q3	–	Sell	-300	Closed	-$11K	–	440
2013 Q2	$11K	Buy	+300	New	+$10.8K	0.01%	304

Other funds holding CLMT

TSC

Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Securities Group's CLMT Position: Q2 2026 in Review

Summit Securities Group sold out of Calumet Specialty Products (CLMT) in Q2 2026, closing a stake of 321 shares — an estimated $11.5K sold.

Summit Securities Group first reported a position in CLMT in Q2 2013 and held it in 6 quarters. The position peaked at $299K in Q2 2014. 188 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

Summit Securities Group reported no remaining Calumet Specialty Products position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 321 Calumet Specialty Products shares in Q2 2026, an estimated $11.5K.
Summit Securities Group first reported a position in Calumet Specialty Products in Q2 2013 and held it in 6 quarters.
Summit Securities Group's Calumet Specialty Products position peaked at $299K in Q2 2014.
188 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.