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Allegiance Financial Group Advisory Services’s HF Sinclair DINO Stock Holding History

Allegiance Financial Group Advisory Services’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
2026
Q1 		$320K Buy
5,129
+175
+4% +$9.48K 0.06% 130
2025
Q4 		$228K Buy
4,954
+12
+0.2% +$619 0.05% 164
2025
Q3 		$259K Hold
4,942
– – 0.06% 136
2025
Q2 		$203K Buy
+4,942
New +$170K 0.05% 143

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Allegiance Financial Group Advisory Services's DINO Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services increased its HF Sinclair (DINO) stake by 3.5% in Q1 2026, buying an estimated $9.48K and bringing the position to 5,129 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #130.

Allegiance Financial Group Advisory Services first reported a position in DINO in Q2 2025 and has held it in 4 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Allegiance Financial Group Advisory Services held 5,129 shares of HF Sinclair worth $320K as of Q1 2026.
  • Allegiance Financial Group Advisory Services bought 175 HF Sinclair shares in Q1 2026, an estimated $9.48K.
  • HF Sinclair made up 0.06% of Allegiance Financial Group Advisory Services's portfolio in Q1 2026, its #130 holding.
  • Allegiance Financial Group Advisory Services first reported a position in HF Sinclair in Q2 2025 and has held it in 4 quarters since.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.