Position in DKL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$303,536
+$31,354 QoQ
Shares Held
6,100
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DKL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026DAVIDSON TRUST CO holds $1,254,629 across 3 Oil & Gas Refining & Marketing names. DKL ranks #3 (24.2% of the industry book) .
All Filings in DKL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,536 | 6,100 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $272,182 | 6,100 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $277,794 | 6,100 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $261,995 | 6,100 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $263,886 | 6,100 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $257,786 | 6,100 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $266,692 | 6,100 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $246,928 | 6,100 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $250,039 | 6,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $263,337 | 6,100 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $256,017 | 6,100 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $333,060 | 6,100 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $289,262 | 6,100 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $276,025 | 6,100 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $310,734 | 6,100 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $340,900 | 7,000 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $307,930 | 7,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $299,110 | 7,000 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $316,610 | 7,000 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||