Position in DINO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,703,290
-$12,676,705 QoQ
Shares Held
53,170
-79.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#184
of 686 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in DINO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Focus Partners Wealth holds $183,742,155 across 8 Oil & Gas Refining & Marketing names. DINO ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
566,960 | $95,844,588 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
226,463 | $58,980,023 | |
| 3 | MPC |
Marathon Petroleum Corp
|
83,837 | $21,434,605 | |
| 4 | DINO |
HF Sinclair Corp
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|
53,170 | $3,703,290 | |
| 5 | SUN |
Sunoco LP
|
22,024 | $1,486,620 | |
| 6 | PBF |
PBF Energy Inc.
|
31,831 | $1,448,947 | |
| 7 | WKC |
World Kinect Corp
|
15,681 | $516,532 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
45,430 | $327,550 |
All Filings in DINO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,703,290 | 53,170 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,379,995 | 262,542 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,865,830 | 257,505 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $847,750 | 16,197 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $679,298 | 16,536 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $637,872 | 19,400 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $395,994 | 11,298 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $235,017 | 5,273 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||