Position in DINO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,875
-$268,867 QoQ
Shares Held
271
-94.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#575
of 682 holders
Holding Since
Sep 2023
12 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, 2026Clearstead Advisors, LLC holds $7,752,725 across 12 Oil & Gas Refining & Marketing names. DINO ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
12,438 | $3,239,352 | |
| 2 | MPC |
Marathon Petroleum Corp
|
9,942 | $2,541,871 | |
| 3 | PSX |
Phillips 66
|
9,870 | $1,668,523 | |
| 4 | SUN |
Sunoco LP
|
3,736 | $252,180 | |
| 5 | PBF |
PBF Energy Inc.
|
586 | $26,674 | |
| 6 | DINO |
HF Sinclair Corp
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|
271 | $18,875 | |
| 7 | WKC |
World Kinect Corp
|
94 | $3,096 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
50 | $1,121 |
All Filings in DINO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,875 | 271 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $287,742 | 4,612 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30,735 | 667 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $79,609 | 1,521 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $58,949 | 1,435 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $57,770 | 1,757 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,084 | 88 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,788 | 85 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,533 | 85 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,131 | 85 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,723 | 85 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,618 | 46 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||