Position in DINO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$300,539
+$32,075 QoQ
Shares Held
4,315
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#459
of 686 holders
Holding Since
Sep 2023
11 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, 2026Capital Advisors Wealth Management, LLC holds $2,745,758 across 3 Oil & Gas Refining & Marketing names. DINO ranks #3 (10.9% of the industry book) .
All Filings in DINO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,539 | 4,315 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $268,464 | 4,303 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $223,544 | 4,271 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $217,354 | 5,291 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $214,574 | 6,526 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $300,028 | 8,560 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $319,968 | 7,179 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $426,933 | 8,004 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $491,109 | 8,135 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $441,503 | 7,945 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $367,597 | 6,457 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||