Creative Planning

Position in DK — Delek US Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in DK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,413,719

+$1,312,601 QoQ

Shares Held

67,186

+44.1% QoQ

Ownership

0.110%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#92

of 300 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Creative Planning holds $166,619,118 across 13 Oil & Gas Refining & Marketing names. DK ranks #7 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	334,458	$56,540,124
2	MPC	Marathon Petroleum Corp	172,830	$44,187,445
3	VLO	Valero Energy Corp/Tx	139,348	$36,291,792
4	DINO	HF Sinclair Corp	135,664	$9,448,997
5	PBF	PBF Energy Inc.	188,414	$8,576,605
6	PARR	Par Pacific Holdings, Inc.	69,839	$3,916,570
7	DK	Delek US Holdings, Inc. This page	67,186	$3,413,719
8	UGP	Ultrapar Holdings Inc	364,504	$1,829,809

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,413,719	67,186	+44.1%	Shares	Defined	2026-08-13
2026-03-31	$2,101,118	46,619	+14.6%	Shares	Sole	2026-05-12
2025-12-31	$1,206,717	40,685	+3.5%	Shares	Sole	2026-02-17
2025-09-30	$1,268,178	39,299	+25.4%	Shares	Defined	2025-11-14
2025-06-30	$663,907	31,346	+64.2%	Shares	Sole	2025-08-08
2025-03-31	$287,761	19,095	-1.3%	Shares	Sole	2025-05-15
2024-12-31	$358,067	19,355	-53.2%	Shares	Defined	2025-02-14
2024-09-30	$775,462	41,358	+116.1%	Shares	Defined	2024-10-11
2024-06-30	$473,781	19,135	+126.8%	Shares	Defined	2024-08-15
2024-03-31	$259,383	8,438	-25.7%	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.