Carolinas Wealth Consulting’s HF Sinclair DINO Stock Holding History

Carolinas Wealth Consulting’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 Q1	–	Sell	-13	Closed	-$456	–	1035
2024 Q4	$456	Hold	13	–	–	﹤0.01%	1014
2024 Q3	$580	Hold	13	–	–	﹤0.01%	993
2024 Q2	$694	Hold	13	–	–	﹤0.01%	963
2024 Q1	$785	Hold	13	–	–	﹤0.01%	931
2023 Q4	$722	Hold	13	–	–	﹤0.01%	868
2023 Q3	$720	Hold	13	–	–	﹤0.01%	884
2023 Q2	$580	Hold	13	–	–	﹤0.01%	979
2023 Q1	$629	Hold	13	–	–	﹤0.01%	962
2022 Q4	$675	Hold	13	–	–	﹤0.01%	958
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	804
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	806
2022 Q1	$1K	Sell	13 -44	-77%	-$1.55K	﹤0.01%	834
2021 Q4	$2K	Hold	57	–	–	﹤0.01%	816
2021 Q3	$2K	Hold	57	–	–	﹤0.01%	782
2021 Q2	$2K	Sell	57 -500	-90%	-$17.4K	﹤0.01%	797
2021 Q1	$20K	Buy	557 +44	+9%	+$1.47K	﹤0.01%	513
2020 Q4	$13K	Buy	513 +500	+3,846%	+$11.3K	﹤0.01%	541
2020 Q3	$0	Buy	+13	New	+$324	﹤0.01%	945

Other funds holding DINO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's DINO Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of HF Sinclair (DINO) in Q1 2025, closing a stake of 13 shares — an estimated $456 sold.

Carolinas Wealth Consulting first reported a position in DINO in Q3 2020 and held it in 18 quarters. The position peaked at $20K in Q1 2021. 507 funds tracked by Wall St. Rank hold DINO as of Q1 2025.

Carolinas Wealth Consulting reported no remaining HF Sinclair position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 13 HF Sinclair shares in Q1 2025, an estimated $456.
Carolinas Wealth Consulting first reported a position in HF Sinclair in Q3 2020 and held it in 18 quarters.
Carolinas Wealth Consulting's HF Sinclair position peaked at $20K in Q1 2021.
507 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.