Position in DINO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$409,886
-$110,129 QoQ
Shares Held
5,885
-29.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#89
of 211 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DINO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,295,069 across 15 Oil & Gas Refining & Marketing names. DINO ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
7,819 | $2,036,374 | |
| 2 | MPC |
Marathon Petroleum Corp
|
7,539 | $1,927,492 | |
| 3 | PSX |
Phillips 66
|
8,851 | $1,496,256 | |
| 4 | DINO |
HF Sinclair Corp
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|
5,885 | $409,886 | |
| 5 | PBF |
PBF Energy Inc.
|
2,783 | $126,679 | |
| 6 | CAPL |
CrossAmerica Partners LP
|
3,200 | $71,744 | |
| 7 | SUN |
Sunoco LP
|
1,027 | $69,322 | |
| 8 | WKC |
World Kinect Corp
|
1,788 | $58,893 |
All Filings in DINO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,886 | 5,885 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $520,015 | 8,335 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $320,436 | 6,954 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $348,163 | 6,652 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $279,507 | 6,804 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $51,882 | 1,578 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $32,734 | 934 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,051 | 607 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $61,499 | 1,153 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $73,830 | 1,223 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $60,515 | 1,089 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $64,330 | 1,130 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $48,757 | 1,093 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $28,059 | 580 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $22,416 | 432 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $22,343 | 415 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $19,418 | 430 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $17,134 | 430 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||