Position in DINO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,019,124
+$2,779,764 QoQ
Shares Held
112,504
+22.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.6301998151176846.ToString("F0")%
Shared 0.ToString("F0")%
None 99.36980018488232.ToString("F0")%
Common Shares in DINO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Creative Planning holds $153,589,330 across 12 Oil & Gas Refining & Marketing names. DINO ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
307,033 | $55,935,271 | |
| 2 | MPC |
Marathon Petroleum Corp
|
179,910 | $43,930,423 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
119,745 | $29,586,594 | |
| 4 | DINO |
HF Sinclair Corp
This page
|
112,504 | $7,019,124 | |
| 5 | PBF |
PBF Energy Inc.
|
118,718 | $5,653,351 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
68,960 | $4,319,654 | |
| 7 | SUN |
Sunoco LP
|
36,334 | $2,360,619 | |
| 8 | DK |
Delek US Holdings, Inc.
|
46,619 | $2,101,118 |
All Filings in DINO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,019,124 | 112,504 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,239,360 | 92,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,760,165 | 90,947 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,788,263 | 67,874 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $983,309 | 29,906 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,090,404 | 31,110 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,537,726 | 56,938 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,529,328 | 47,419 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,027,345 | 33,582 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,835,921 | 33,038 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,793,294 | 31,500 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,269,511 | 28,458 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $580,705 | 12,003 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $767,972 | 14,800 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $417,798 | 7,760 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $246,392 | 5,456 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||