Position in DINO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$372,975
+$58,530 QoQ
Shares Held
5,355
+6.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#420
of 686 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DINO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $14,207,025 across 5 Oil & Gas Refining & Marketing names. DINO ranks #4 (2.6% of the industry book) .
All Filings in DINO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,975 | 5,355 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $314,445 | 5,040 | Shares | Defined | 2026-05-15 | |
| 2023-12-31 | $201,719 | 3,630 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||