Position in DINO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,761
+$2,015 QoQ
Shares Held
54
+92.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#631
of 686 holders
Holding Since
Mar 2025
6 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, 2026Physician Wealth Advisors, Inc. holds $218,140 across 8 Oil & Gas Refining & Marketing names. DINO ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
494 | $83,510 | |
| 2 | MPC |
Marathon Petroleum Corp
|
293 | $74,911 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
143 | $37,242 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
233 | $13,066 | |
| 5 | DINO |
HF Sinclair Corp
This page
|
54 | $3,761 | |
| 6 | DK |
Delek US Holdings, Inc.
|
70 | $3,556 | |
| 7 | UGP |
Ultrapar Holdings Inc
|
236 | $1,184 | |
| 8 | PBF |
PBF Energy Inc.
|
20 | $910 |
All Filings in DINO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,761 | 54 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,746 | 28 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,290 | 28 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,465 | 28 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,150 | 28 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $986 | 30 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||