Advisory Resource Group’s HF Sinclair DINO Stock Holding History

Advisory Resource Group’s Portfolio DINO Stock Details DINO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,646	Closed	-$220K	–	157
2024 Q1	$220K	Buy	3,646 +1	+0%	+$57	0.05%	152
2023 Q4	$203K	Buy	+3,645	New	+$199K	0.05%	148
2023 Q3	–	Sell	-8,174	Closed	-$365K	–	155
2023 Q2	$365K	Hold	8,174	–	–	0.1%	120
2023 Q1	$395K	Hold	8,174	–	–	0.11%	120
2022 Q4	$424K	Buy	8,174 +2,863	+54%	+$165K	0.13%	118
2022 Q3	$286K	Hold	5,311	–	–	0.09%	106
2022 Q2	$240K	Sell	5,311 -1,276	-19%	-$57.1K	0.08%	116
2022 Q1	$262K	Hold	6,587	–	–	0.08%	120
2021 Q4	$232K	Buy	+6,587	New	+$222K	0.08%	131

Other funds holding DINO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Resource Group's DINO Position: Q2 2024 in Review

Advisory Resource Group sold out of HF Sinclair (DINO) in Q2 2024, closing a stake of 3,646 shares — an estimated $220K sold.

Advisory Resource Group first reported a position in DINO in Q4 2021 and held it in 9 quarters. The position peaked at $424K in Q4 2022. 573 funds tracked by Wall St. Rank hold DINO as of Q2 2024.

Advisory Resource Group reported no remaining HF Sinclair position as of Q2 2024 after selling out during the quarter.
Advisory Resource Group sold 3,646 HF Sinclair shares in Q2 2024, an estimated $220K.
Advisory Resource Group first reported a position in HF Sinclair in Q4 2021 and held it in 9 quarters.
Advisory Resource Group's HF Sinclair position peaked at $424K in Q4 2022.
573 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2024.

Based on Advisory Resource Group's 13F filing for Q2 2024, filed 24 Jul 2024.