Position in DINO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,379,995
+$4,514,165 QoQ
Shares Held
262,542
+2.0% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 33.58462004238571.ToString("F0")%
Shared 0.ToString("F0")%
None 66.41537995761429.ToString("F0")%
Common Shares in DINO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Focus Partners Wealth holds $194,988,790 across 8 Oil & Gas Refining & Marketing names. DINO ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
538,005 | $98,013,750 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
222,521 | $54,980,488 | |
| 3 | MPC |
Marathon Petroleum Corp
|
95,785 | $23,388,781 | |
| 4 | DINO |
HF Sinclair Corp
This page
|
262,542 | $16,379,995 | |
| 5 | SUN |
Sunoco LP
|
16,813 | $1,092,340 | |
| 6 | PBF |
PBF Energy Inc.
|
12,244 | $583,059 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
41,893 | $316,292 | |
| 8 | PARR |
Par Pacific Holdings, Inc.
|
3,737 | $234,085 |
All Filings in DINO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-05-29 | |
| 2024-09-30 | $235,017 | 5,273 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||