Position in DINO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,816,235
+$683,819 QoQ
Shares Held
29,111
+18.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in DINO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Corient Private Wealth LLC holds $222,985,239 across 9 Oil & Gas Refining & Marketing names. DINO ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
706,748 | $128,755,350 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
240,620 | $59,452,389 | |
| 3 | MPC |
Marathon Petroleum Corp
|
124,118 | $30,307,132 | |
| 4 | DINO |
HF Sinclair Corp
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|
29,111 | $1,816,235 | |
| 5 | WKC |
World Kinect Corp
|
36,031 | $831,235 | |
| 6 | PBF |
PBF Energy Inc.
|
13,539 | $644,727 | |
| 7 | CAPL |
CrossAmerica Partners LP
|
25,000 | $519,500 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
60,846 | $335,261 |
All Filings in DINO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,816,235 | 29,111 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,132,416 | 24,575 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,579,358 | 30,175 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,271,137 | 30,943 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $986,432 | 30,001 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,168,531 | 33,339 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,401,414 | 31,443 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,628,861 | 49,285 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,204,349 | 36,514 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,799,078 | 32,375 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,348,216 | 23,682 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,039,279 | 23,297 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $368,316 | 7,613 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $274,549 | 5,291 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||