Bartlett & Co Wealth Management’s HF Sinclair DINO Stock Holding History

Bartlett & Co Wealth Management’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 Q2	$209	Buy	3 +1	+50%	+$66	﹤0.01%	1260
2026 Q1	$144	Buy	+2	New	+$108	﹤0.01%	1239
2025 Q1	–	Sell	-1,039	Closed	-$36.4K	–	1239
2024 Q4	$36.4K	Hold	1,039	–	–	﹤0.01%	708
2024 Q3	$46.3K	Hold	1,039	–	–	﹤0.01%	669
2024 Q2	$55.4K	Hold	1,039	–	–	﹤0.01%	642
2024 Q1	$62.7K	Hold	1,039	–	–	﹤0.01%	626
2023 Q4	$57.8K	Hold	1,039	–	–	﹤0.01%	676
2023 Q3	$59.1K	Hold	1,039	–	–	﹤0.01%	632
2023 Q2	$46.4K	Hold	1,039	–	–	﹤0.01%	684
2023 Q1	$50.3K	Hold	1,039	–	–	﹤0.01%	567
2022 Q4	$53.9K	Hold	1,039	–	–	﹤0.01%	566
2022 Q3	$55.9K	Hold	1,039	–	–	﹤0.01%	551
2022 Q2	$46.9K	Hold	1,039	–	–	﹤0.01%	580
2022 Q1	$41.4K	Buy	+1,039	New	+$36.5K	﹤0.01%	618
2021 Q4	–	Sell	-1,074	Closed	-$35.6K	–	513
2021 Q3	$35.6K	Buy	1,074 +35	+3%	+$1.06K	﹤0.01%	554
2021 Q2	$34.2K	Hold	1,039	–	–	﹤0.01%	561
2021 Q1	$37.2K	Hold	1,039	–	–	﹤0.01%	587
2020 Q4	$26.9K	Buy	1,039 +99	+11%	+$2.24K	﹤0.01%	628
2020 Q3	$18.5K	Hold	940	–	–	﹤0.01%	622
2020 Q2	$27.4K	Hold	940	–	–	﹤0.01%	573
2020 Q1	$23K	Hold	940	–	–	﹤0.01%	566
2019 Q4	$47.7K	Sell	940 -40	-4%	-$2.12K	﹤0.01%	543
2019 Q3	$52.6K	Buy	980 +973	+13,900%	+$47.2K	﹤0.01%	522
2019 Q2	$324	Buy	+7	New	+$313	﹤0.01%	737

Other funds holding DINO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bartlett & Co Wealth Management's DINO Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its HF Sinclair (DINO) stake by 50% in Q2 2026, buying an estimated $66 and bringing the position to 3 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Bartlett & Co Wealth Management first reported a position in DINO in Q2 2019 and has held it in 24 quarters since. The position peaked at $62.7K in Q1 2024. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Bartlett & Co Wealth Management held 3 shares of HF Sinclair worth $209 as of Q2 2026.
Bartlett & Co Wealth Management bought 1 HF Sinclair share in Q2 2026, an estimated $66.
HF Sinclair made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1260 holding.
Bartlett & Co Wealth Management first reported a position in HF Sinclair in Q2 2019 and has held it in 24 quarters since.
Bartlett & Co Wealth Management's HF Sinclair position peaked at $62.7K in Q1 2024.
682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.