Position in DINO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$706,738
+$307,318 QoQ
Shares Held
10,147
+58.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 686 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in DINO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026NewEdge Advisors, LLC holds $182,328,908 across 13 Oil & Gas Refining & Marketing names. DINO ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
823,275 | $139,174,638 | |
| 2 | MPC |
Marathon Petroleum Corp
|
85,748 | $21,923,191 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
67,092 | $17,473,440 | |
| 4 | SUN |
Sunoco LP
|
31,305 | $2,113,087 | |
| 5 | DINO |
HF Sinclair Corp
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|
10,147 | $706,738 | |
| 6 | CVI |
Cvr Energy Inc
|
13,890 | $382,530 | |
| 7 | DK |
Delek US Holdings, Inc.
|
6,463 | $328,385 | |
| 8 | SGU |
Star Group, L.P.
|
11,436 | $146,838 |
All Filings in DINO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,738 | 10,147 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $399,420 | 6,402 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $332,052 | 7,206 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $283,892 | 5,424 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $233,087 | 5,674 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,576 | 200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,010 | 200 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $2,052 | 34 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,058 | 181 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $381,431 | 6,700 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,520 | 191 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,415 | 546 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $60,451 | 1,165 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||