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Capital A Wealth Management’s HF Sinclair DINO Stock Holding History

Capital A 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
2025
Q2 		$2.89K Buy
+52
New +$1.79K 0.03% 286
2025
Q1 		– Sell
-2
Closed -$70 – 762
2024
Q4 		$70 Buy
+2
New +$82 ﹤0.01% 797

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital A Wealth Management's DINO Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in HF Sinclair (DINO) in Q2 2025: 52 shares worth $2.89K. The stake represents 0.03% of the portfolio and ranks #286 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in DINO as recently as Q4 2024.

Capital A Wealth Management first reported a position in DINO in Q4 2024 and has held it in 2 quarters since. 542 funds tracked by Wall St. Rank hold DINO as of Q2 2025.

  • Capital A Wealth Management held 52 shares of HF Sinclair worth $2.89K as of Q2 2025.
  • HF Sinclair was a new Capital A Wealth Management position in Q2 2025.
  • HF Sinclair made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #286 holding.
  • Capital A Wealth Management first reported a position in HF Sinclair in Q4 2024 and has held it in 2 quarters since.
  • 542 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.