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Carolina Wealth Advisors’s HF Sinclair DINO Stock Holding History

Carolina Wealth 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
Q2 		$387K Buy
5,550
+56
+1% +$3.72K 0.15% 74
2026
Q1 		$343K Buy
+5,494
New +$298K 0.14% 74

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Carolina Wealth Advisors's DINO Position: Q2 2026 in Review

Carolina Wealth Advisors increased its HF Sinclair (DINO) stake by 1% in Q2 2026, buying an estimated $3.72K and bringing the position to 5,550 shares worth $387K. The position accounts for 0.15% of the portfolio, ranked #74.

Carolina Wealth Advisors first reported a position in DINO in Q1 2026 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Carolina Wealth Advisors held 5,550 shares of HF Sinclair worth $387K as of Q2 2026.
  • Carolina Wealth Advisors bought 56 HF Sinclair shares in Q2 2026, an estimated $3.72K.
  • HF Sinclair made up 0.15% of Carolina Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Carolina Wealth Advisors first reported a position in HF Sinclair in Q1 2026 and has held it in 2 quarters since.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.