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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
2025
Q2 		– Sell
-14,820
Closed -$487K – 1115
2025
Q1 		$487K Buy
14,820
+4,122
+39% +$144K 0.01% 772
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 		$186K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

B. Riley Wealth Advisors's DINO Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of HF Sinclair (DINO) in Q2 2025, closing a stake of 14,820 shares — an estimated $487K sold.

B. Riley Wealth Advisors first reported a position in DINO in Q2 2013 and held it in 24 quarters. The position peaked at $1.34M in Q1 2024. 543 funds tracked by Wall St. Rank hold DINO as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining HF Sinclair position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,820 HF Sinclair shares in Q2 2025, an estimated $487K.
  • B. Riley Wealth Advisors first reported a position in HF Sinclair in Q2 2013 and held it in 24 quarters.
  • B. Riley Wealth Advisors's HF Sinclair position peaked at $1.34M in Q1 2024.
  • 543 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.