Position in DINO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,188
+$2,730 QoQ
Shares Held
376
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#565
of 682 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $180,965 across 7 Oil & Gas Refining & Marketing names. DINO ranks #4 (14.5% of the industry book) .
All Filings in DINO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,188 | 376 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $23,458 | 376 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $17,326 | 376 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $19,679 | 376 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,446 | 376 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $756 | 23 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,059 | 287 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,259 | 118 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,560 | 48 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,779 | 162 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,002 | 162 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||