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J.W. COLE ADVISORS, INC.

Position in CLMT — Calumet, Inc. /DE

CIK 1404763 TAMPA, FL

Position in CLMT

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$522,794
+$95,808 QoQ
Shares Held
14,514
-32.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#112
of 187 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CLMT Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $22,020,884 across 14 Specialty Chemicals names. CLMT ranks #9 (2.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CLMT

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $522,794 14,514
2025-12-31 $426,986 21,489
2025-09-30 $413,161 22,639
2025-06-30 $367,034 23,289
2025-03-31 $223,662 17,639
2024-12-31 $553,032 25,115
2024-09-30 $467,151 26,215