Smallwood Wealth Investment Management, LLC
Position in DINO — HF Sinclair Corp
CIK 1921304
RED BANK, NJ
Position in DINO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,183
+$1,582 QoQ
Shares Held
218
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#585
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, 2026Smallwood Wealth Investment Management, LLC holds $78,327 across 3 Oil & Gas Refining & Marketing names. DINO ranks #3 (19.4% of the industry book) .
All Filings in DINO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,183 | 218 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,601 | 218 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,045 | 218 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,410 | 218 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,955 | 218 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $7,167 | 218 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||