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B. Riley Wealth Advisors’s HF Sinclair DINO Stock Holding History

B. Riley Wealth Advisors’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
Q4 		$375K Sell
10,698
-1,091
-9% -$44.6K 0.01% 786
2024
Q3 		$530K Sell
11,789
-5,085
-30% -$243K 0.01% 721
2024
Q2 		$900K Sell
16,874
-6,655
-28% -$374K 0.02% 575
2024
Q1 		$1.34M Buy
23,529
+4,815
+26% +$274K 0.04% 444
2023
Q4 		$1.04M Sell
18,714
-4,815
-20% -$263K 0.03% 512
2023
Q3 		$1.34M Sell
23,529
-1,280
-5% -$69.6K 0.04% 444
2023
Q2 		$1.11M Buy
24,809
+11,115
+81% +$484K 0.02% 533
2023
Q1 		$663K Buy
13,694
+907
+7% +$47.1K 0.02% 699
2022
Q4 		$664K Buy
+12,787
New +$736K 0.02% 683
2018
Q2 		– Sell
-6,107
Closed -$299K – 684
2018
Q1 		$299K Sell
6,107
-7,900
-56% -$376K 0.04% 453
2017
Q4 		$718K Buy
14,007
+6,297
+82% +$266K 0.1% 234
2017
Q3 		$278K Buy
+7,710
New +$232K 0.05% 397
2016
Q2 		– Sell
-7,668
Closed -$271K – 622
2016
Q1 		$271K Buy
7,668
+1,259
+20% +$43.4K 0.06% 375
2015
Q4 		$256K Buy
6,409
+4
+0.1% +$189 0.05% 416
2015
Q3 		$313K Buy
+6,405
New +$305K 0.08% 342
2015
Q2 		– Sell
-6,703
Closed -$269K – 552
2015
Q1 		$269K Buy
6,703
+1,741
+35% +$66.7K 0.07% 392
2014
Q4 		$186 Buy
4,962
+38
+0.8% +$1.58K ﹤0.01% 1414
2014
Q3 		$215K Sell
4,924
-5,299
-52% -$247K 0.06% 485
2014
Q2 		$232K Buy
10,223
+5,299
+108% +$260K 0.05% 400
2014
Q1 		$234K Sell
4,924
-778
-14% -$36.8K 0.07% 331
2013
Q4 		$283K Sell
5,702
-86
-1% -$3.92K 0.09% 249
2013
Q3 		$244K Buy
5,788
+864
+18% +$37.5K 0.08% 272
2013
Q2 		$211K Buy
+4,924
New +$235K 0.07% 304

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's DINO Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its HF Sinclair (DINO) stake by 9.3% in Q4 2024, selling an estimated $44.6K and leaving 10,698 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #786.

B. Riley Wealth Advisors first reported a position in DINO in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.34M in Q1 2024. 544 funds tracked by Wall St. Rank hold DINO as of Q4 2024.

  • B. Riley Wealth Advisors held 10,698 shares of HF Sinclair worth $375K as of Q4 2024.
  • B. Riley Wealth Advisors sold 1,091 HF Sinclair shares in Q4 2024, an estimated $44.6K.
  • HF Sinclair made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #786 holding.
  • B. Riley Wealth Advisors first reported a position in HF Sinclair in Q2 2013 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's HF Sinclair position peaked at $1.34M in Q1 2024.
  • 544 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.