Cadence Wealth Management’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.64M Buy
26,274
+7,246
+38% +$393K 0.68% 13
2025
Q4
$877K Buy
19,028
+75
+0.4% +$3.87K 0.42% 27
2025
Q3
$992K Buy
18,953
+283
+2% +$13.4K 0.52% 24
2025
Q2
$767K Buy
18,670
+1,698
+10% +$58.5K 0.51% 25
2025
Q1
$558K Buy
16,972
+5,418
+47% +$190K 0.41% 27
2024
Q4
$405K Buy
11,554
+2,246
+24% +$91.9K 0.27% 34
2024
Q3
$415K Buy
9,308
+195
+2% +$9.3K 0.34% 28
2024
Q2
$486K Buy
9,113
+797
+10% +$44.8K 0.34% 29
2024
Q1
$502K Sell
8,316
-114
-1% -$6.48K 0.52% 17
2023
Q4
$468K Buy
8,430
+885
+12% +$48.3K 0.37% 22
2023
Q3
$430K Buy
7,545
+1,350
+22% +$73.4K 0.36% 22
2023
Q2
$276K Buy
+6,195
New +$270K 0.27% 27

Other funds holding DINO

Cadence Wealth Management's DINO Position: Q1 2026 in Review

Cadence Wealth Management increased its HF Sinclair (DINO) stake by 38% in Q1 2026, buying an estimated $393K and bringing the position to 26,274 shares worth $1.64M. The position accounts for 0.68% of the portfolio, ranked #13.

Cadence Wealth Management first reported a position in DINO in Q2 2023 and has held it in 12 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Cadence Wealth Management held 26,274 shares of HF Sinclair worth $1.64M as of Q1 2026.
  • Cadence Wealth Management bought 7,246 HF Sinclair shares in Q1 2026, an estimated $393K.
  • HF Sinclair made up 0.68% of Cadence Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Cadence Wealth Management first reported a position in HF Sinclair in Q2 2023 and has held it in 12 quarters since.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.