Position in DINO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$403,552
+$60,470 QoQ
Shares Held
5,794
+5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#407
of 686 holders
Holding Since
Dec 2023
5 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, 2026Concurrent Investment Advisors, LLC holds $38,391,299 across 5 Oil & Gas Refining & Marketing names. DINO ranks #5 (1.1% of the industry book) .
All Filings in DINO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,552 | 5,794 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $343,082 | 5,499 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $219,985 | 4,774 | Shares | Sole | 2026-01-29 | |
| 2024-03-31 | $218,479 | 3,619 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $201,107 | 3,619 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||