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Creative Planning DK Position History
Delek US Holdings, Inc. • Energy
Quarters held
8
Latest value
$6.1M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $71K |
| Q3 2025 | $1.2M |
| Q4 2025 | $1.2M |
| Q1 2026 | $2.1M |
| Q2 2026 | $138K |
| Q2 2026 | $3.3M |
| Q3 2026 | $209K |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 85.6K | — | — |
| Q3 2026 | $209K | 2.9K | — | — |
| Q2 2026 | $3.3M | 64.5K | — | — |
| Q2 2026 | $138K | 2.7K | — | — |
| Q1 2026 | $2.1M | 46.6K | — | — |
| Q4 2025 | $1.2M | 40.7K | — | — |
| Q3 2025 | $1.2M | 37.1K | — | — |
| Q3 2025 | $71K | 2.2K | — | — |
Other funds holding DK
$163.8M
$163.8M
$137.4M
$110.9M
$95.7M