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

Capital Advisors 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 Q3	$464K	Buy	4,324 +9	+0.2%	+$852	0.05%	149
2026 Q2	$301K	Buy	4,315 +12	+0.3%	+$798	0.04%	188
2026 Q1	$268K	Buy	+4,303	New	+$233K	0.04%	183
2025 Q4	–	Sell	-4,271	Closed	-$224K	–	220
2025 Q3	$224K	Sell	4,271 -1,020	-19%	-$48.4K	0.03%	201
2025 Q2	$217K	Sell	5,291 -1,235	-19%	-$42.5K	0.03%	181
2025 Q1	$215K	Sell	6,526 -2,034	-24%	-$71.3K	0.04%	171
2024 Q4	$300K	Buy	8,560 +1,381	+19%	+$56.5K	0.05%	134
2024 Q3	$320K	Sell	7,179 -825	-10%	-$39.4K	0.06%	127
2024 Q2	$427K	Sell	8,004 -131	-2%	-$7.37K	0.08%	95
2024 Q1	$491K	Buy	8,135 +190	+2%	+$10.8K	0.1%	87
2023 Q4	$442K	Buy	7,945 +1,488	+23%	+$81.2K	0.1%	89
2023 Q3	$368K	Buy	+6,457	New	+$351K	0.1%	91

Other funds holding DINO

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Advisors Wealth Management's DINO Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its HF Sinclair (DINO) stake by 0.21% in Q3 2026, buying an estimated $852 and bringing the position to 4,324 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #149.

Capital Advisors Wealth Management first reported a position in DINO in Q3 2023 and has held it in 12 quarters since. The position peaked at $491K in Q1 2024. 35 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

Capital Advisors Wealth Management held 4,324 shares of HF Sinclair worth $464K as of Q3 2026.
Capital Advisors Wealth Management bought 9 HF Sinclair shares in Q3 2026, an estimated $852.
HF Sinclair made up 0.05% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #149 holding.
Capital Advisors Wealth Management first reported a position in HF Sinclair in Q3 2023 and has held it in 12 quarters since.
Capital Advisors Wealth Management's HF Sinclair position peaked at $491K in Q1 2024.
35 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.