Position in DKL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$215,759
-$46,961 QoQ
Shares Held
4,336
-24.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 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 Jun 30, 2026HB Wealth Management, LLC holds $21,581,618 across 6 Oil & Gas Refining & Marketing names.
All Filings in DKL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,759 | 4,336 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $262,720 | 5,769 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $247,778 | 5,769 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $249,566 | 5,769 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $205,003 | 4,689 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $202,561 | 5,004 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $249,047 | 5,769 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $242,124 | 5,769 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $314,987 | 5,769 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $411,795 | 8,684 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $392,951 | 8,684 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $442,362 | 8,684 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $422,910 | 8,684 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $382,009 | 8,684 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $371,067 | 8,684 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||