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Capital Performance Advisors’s HF Sinclair DINO Stock Holding History

Capital Performance Advisors’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
Q1 		$310K Sell
4,975
-171
-3% -$9.27K 0.02% 321
2025
Q4 		$237K Buy
5,146
+43
+0.8% +$2.22K 0.02% 371
2025
Q3 		$267K Buy
5,103
+80
+2% +$3.79K 0.04% 241
2025
Q2 		$206K Buy
+5,023
New +$173K 0.04% 244
2024
Q4 		– Sell
-604
Closed -$26.9K – 842
2024
Q3 		$26.9K Buy
+604
New +$28.8K 0.01% 515

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital Performance Advisors's DINO Position: Q1 2026 in Review

Capital Performance Advisors reduced its HF Sinclair (DINO) stake by 3.3% in Q1 2026, selling an estimated $9.27K and leaving 4,975 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #321.

Capital Performance Advisors first reported a position in DINO in Q3 2024 and has held it in 5 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Capital Performance Advisors held 4,975 shares of HF Sinclair worth $310K as of Q1 2026.
  • Capital Performance Advisors sold 171 HF Sinclair shares in Q1 2026, an estimated $9.27K.
  • HF Sinclair made up 0.02% of Capital Performance Advisors's portfolio in Q1 2026, its #321 holding.
  • Capital Performance Advisors first reported a position in HF Sinclair in Q3 2024 and has held it in 5 quarters since.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.