Wood Tarver Financial Group’s Delek US DK Stock Holding History

Wood Tarver Financial Group’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 Q3	–	Sell	-17	Closed	–	–	279
2025 Q2	$0	Hold	17	–	–	﹤0.01%	616
2025 Q1	$257	Hold	17	–	–	﹤0.01%	677
2024 Q4	$0	Buy	+17	New	+$305	﹤0.01%	634

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IAM

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

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

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

Wood Tarver Financial Group's DK Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Delek US (DK) in Q3 2025, closing a stake of 17 shares.

Wood Tarver Financial Group first reported a position in DK in Q4 2024 and held it in 3 quarters. The position peaked at $257 in Q1 2025. 260 funds tracked by Wall St. Rank hold DK as of Q3 2025.

Wood Tarver Financial Group reported no remaining Delek US position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 17 Delek US shares in Q3 2025.
Wood Tarver Financial Group first reported a position in Delek US in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's Delek US position peaked at $257 in Q1 2025.
260 funds tracked by Wall St. Rank held Delek US as of Q3 2025.

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