Position in DINO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$323,315
+$77,499 QoQ
Shares Held
4,642
+17.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#444
of 686 holders
Holding Since
Mar 2022
18 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $4,671,056 across 6 Oil & Gas Refining & Marketing names. DINO ranks #4 (6.9% of the industry book) .
All Filings in DINO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,315 | 4,642 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $245,816 | 3,940 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $203,673 | 4,420 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $231,081 | 4,415 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $159,431 | 3,881 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $150,886 | 4,589 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $132,559 | 3,782 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $175,516 | 3,938 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $139,057 | 2,607 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $140,541 | 2,328 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $72,629 | 1,307 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $34,214 | 601 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $53,130 | 1,191 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $58,443 | 1,208 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $62,683 | 1,208 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $92,874 | 1,725 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $90,365 | 2,001 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $50,131 | 1,258 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||