Position in DKL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,715,774
+$153,941 QoQ
Shares Held
34,481
-5.2% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
7.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DKL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026IFG Advisory, LLC holds $2,647,504 across 4 Oil & Gas Refining & Marketing names. DKL ranks #1 (64.8% of the industry book) .
All Filings in DKL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,715,774 | 34,481 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $1,561,833 | 36,364 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,491,648 | 34,481 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,457,167 | 34,481 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,099,120 | 25,140 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $639,584 | 15,800 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||