Capital Advisors 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
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

Capital Advisors Wealth Management's DINO Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its HF Sinclair (DINO) stake by 0.28% in Q2 2026, buying an estimated $798 and bringing the position to 4,315 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #188.

Capital Advisors Wealth Management first reported a position in DINO in Q3 2023 and has held it in 11 quarters since. The position peaked at $491K in Q1 2024. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Capital Advisors Wealth Management held 4,315 shares of HF Sinclair worth $301K as of Q2 2026.
  • Capital Advisors Wealth Management bought 12 HF Sinclair shares in Q2 2026, an estimated $798.
  • HF Sinclair made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Capital Advisors Wealth Management first reported a position in HF Sinclair in Q3 2023 and has held it in 11 quarters since.
  • Capital Advisors Wealth Management's HF Sinclair position peaked at $491K in Q1 2024.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.