U.S. Capital Wealth Advisors’s DT Midstream DTM Stock Holding History

U.S. Capital Wealth Advisors’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
2026 Q1	–	Sell	-5,477	Closed	-$655K	–	1029
2025 Q4	$655K	Sell	5,477 -2,503	-31%	-$288K	0.02%	591
2025 Q3	$902K	Buy	7,980 +3	+0%	+$314	0.02%	493
2025 Q2	$877K	Sell	7,977 -505	-6%	-$51.1K	0.03%	455
2025 Q1	$818K	Sell	8,482 -1,061	-11%	-$106K	0.03%	466
2024 Q4	$949K	Hold	9,543	–	–	0.03%	434
2024 Q3	$751K	Hold	9,543	–	–	0.03%	392
2024 Q2	$678K	Hold	9,543	–	–	0.03%	399
2024 Q1	$583K	Hold	9,543	–	–	0.02%	431
2023 Q4	$523K	Hold	9,543	–	–	0.02%	445
2023 Q3	$505K	Buy	+9,543	New	+$498K	0.02%	431
2023 Q1	–	Sell	-116	Closed	-$6.4K	–	875
2022 Q4	$6.4K	Buy	+116	New	+$6.63K	﹤0.01%	1342

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's DTM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of DT Midstream (DTM) in Q1 2026, closing a stake of 5,477 shares — an estimated $655K sold.

U.S. Capital Wealth Advisors first reported a position in DTM in Q4 2022 and held it in 11 quarters. The position peaked at $949K in Q4 2024. 683 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining DT Midstream position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 5,477 DT Midstream shares in Q1 2026, an estimated $655K.
U.S. Capital Wealth Advisors first reported a position in DT Midstream in Q4 2022 and held it in 11 quarters.
U.S. Capital Wealth Advisors's DT Midstream position peaked at $949K in Q4 2024.
683 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.