Pacific Capital Wealth Advisors »

Calumet shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Calumet (CLMT) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Calumet

Tip: Access up to 7 years of quarterly data

All positions including Calumet held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Calumet by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $106 6 17.83

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Calumet

Wasserstein Debt Opportunities Management
Adams Asset Advisors
Knott David M Jr
Susquehanna International
Citadel Advisors
BlackRock
Garnet Equity Capital Holdings
Geode Capital Management
Group One Trading
Wolverine Trading
Jane Street
Caption Management
Charles Schwab Investment Management
Toroso Investments
Grizzlyrock Capital

View all funds holding Calumet