Position in DINO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,153,216
+$424,968 QoQ
Shares Held
18,484
+17.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DINO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026HB Wealth Management, LLC holds $20,233,020 across 6 Oil & Gas Refining & Marketing names. DINO ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
38,070 | $6,935,592 | |
| 2 | MPC |
Marathon Petroleum Corp
|
26,525 | $6,476,874 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
21,234 | $5,246,496 | |
| 4 | DINO |
HF Sinclair Corp
This page
|
18,484 | $1,153,216 | |
| 5 | DKL |
Delek Logistics Partners, LP
|
4,336 | $215,759 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
3,274 | $205,083 |
All Filings in DINO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,153,216 | 18,484 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $728,248 | 15,804 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $616,826 | 11,785 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $434,913 | 10,587 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $376,739 | 11,458 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $441,630 | 12,600 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $520,443 | 11,677 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $586,633 | 10,998 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $789,035 | 13,070 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $727,077 | 13,084 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $767,131 | 13,475 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $428,880 | 9,614 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $450,514 | 9,312 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $454,919 | 8,767 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $439,818 | 8,169 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $377,131 | 8,351 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $327,925 | 8,229 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||