Position in DK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,101,118
+$894,401 QoQ
Shares Held
46,619
+14.6% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DK Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Creative Planning holds $153,589,330 across 12 Oil & Gas Refining & Marketing names. DK ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
307,033 | $55,935,271 | |
| 2 | MPC |
Marathon Petroleum Corp
|
179,910 | $43,930,423 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
119,745 | $29,586,594 | |
| 4 | DINO |
HF Sinclair Corp
|
112,504 | $7,019,124 | |
| 5 | PBF |
PBF Energy Inc.
|
118,718 | $5,653,351 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
68,960 | $4,319,654 | |
| 7 | SUN |
Sunoco LP
|
36,334 | $2,360,619 | |
| 8 | DK |
Delek US Holdings, Inc.
This page
|
46,619 | $2,101,118 |
All Filings in DK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,101,118 | 46,619 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,206,717 | 40,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,268,178 | 39,299 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $663,907 | 31,346 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $287,761 | 19,095 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $358,067 | 19,355 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $775,462 | 41,358 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $473,781 | 19,135 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $259,383 | 8,438 | Shares | Sole | 2024-05-13 | |
| 2020-03-31 | $179,033 | 11,360 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||