Carson Wealth (CWM LLC)’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
Q1 | $8.8M | Buy |
141,105
+21,418
| +18% | +$1.16M | 0.02% | 595 |
|
|
2025
Q4 | $5.51M | Buy |
119,687
+5,943
| +5% | +$306K | 0.01% | 739 |
|
|
2025
Q3 | $5.95M | Buy |
113,744
+1,171
| +1% | +$55.5K | 0.02% | 640 |
|
|
2025
Q2 | $4.63M | Buy |
112,573
+49,361
| +78% | +$1.7M | 0.02% | 613 |
|
|
2025
Q1 | $2.08M | Buy |
63,212
+35,286
| +126% | +$1.24M | 0.01% | 820 |
|
|
2024
Q4 | $979K | Buy |
27,926
+13,301
| +91% | +$544K | ﹤0.01% | 1097 |
|
|
2024
Q3 | $652K | Buy |
14,625
+4,434
| +44% | +$212K | ﹤0.01% | 1211 |
|
|
2024
Q2 | $544K | Buy |
10,191
+6,796
| +200% | +$382K | ﹤0.01% | 1159 |
|
|
2024
Q1 | $205K | Buy |
3,395
+739
| +28% | +$42K | ﹤0.01% | 1510 |
|
|
2023
Q4 | $148K | Sell |
2,656
-286
| -10% | -$15.6K | ﹤0.01% | 1558 |
|
|
2023
Q3 | $168K | Buy |
2,942
+458
| +18% | +$24.9K | ﹤0.01% | 1375 |
|
|
2023
Q2 | $111K | Buy |
2,484
+206
| +9% | +$8.97K | ﹤0.01% | 1519 |
|
|
2023
Q1 | $110K | Sell |
2,278
-188
| -8% | -$9.77K | ﹤0.01% | 1443 |
|
|
2022
Q4 | $128K | Buy |
2,466
+176
| +8% | +$10.1K | ﹤0.01% | 1268 |
|
|
2022
Q3 | $123K | Buy |
2,290
+476
| +26% | +$23.5K | ﹤0.01% | 1251 |
|
|
2022
Q2 | $82K | Buy |
1,814
+205
| +13% | +$9.18K | ﹤0.01% | 1391 |
|
|
2022
Q1 | $64K | Buy |
1,609
+485
| +43% | +$17.1K | ﹤0.01% | 1496 |
|
|
2021
Q4 | $37K | Buy |
+1,124
| New | +$37.9K | ﹤0.01% | 1696 |
|
|
2021
Q2 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1553 |
|
|
2021
Q1 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q4 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q3 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q2 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q1 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q4 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q3 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q2 | $35K | Hold |
1,073
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q1 | $35K | Buy |
1,073
+977
| +1,018% | +$52K | ﹤0.01% | 1553 |
|
|
2018
Q4 | $5K | Sell |
96
-27
| -22% | -$1.65K | ﹤0.01% | 1517 |
|
|
2018
Q3 | $9K | Buy |
123
+52
| +73% | +$3.67K | ﹤0.01% | 1182 |
|
|
2018
Q2 | $5K | Sell |
71
-22
| -24% | -$1.47K | ﹤0.01% | 1187 |
|
|
2018
Q1 | $5K | Hold |
93
| – | – | ﹤0.01% | 1008 |
|
|
2017
Q4 | $5K | Hold |
93
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q3 | $3K | Buy |
+93
| New | +$2.8K | ﹤0.01% | 1196 |
|
|
2016
Q4 | – | Sell |
-180
| Closed | -$4K | – | 1116 |
|
|
2016
Q3 | $4K | Buy |
+180
| New | +$4.53K | ﹤0.01% | 840 |
|
Other funds holding DINO
TH
VPM
VCM
Carson Wealth (CWM LLC)'s DINO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its HF Sinclair (DINO) stake by 18% in Q1 2026, buying an estimated $1.16M and bringing the position to 141,105 shares worth $8.8M. The position accounts for 0.02% of the portfolio, ranked #595.
Carson Wealth (CWM LLC) first reported a position in DINO in Q3 2016 and has held it in 35 quarters since. 647 funds tracked by Wall St. Rank hold DINO as of Q1 2026.
- Carson Wealth (CWM LLC) held 141,105 shares of HF Sinclair worth $8.8M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 21,418 HF Sinclair shares in Q1 2026, an estimated $1.16M.
- HF Sinclair made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #595 holding.
- Carson Wealth (CWM LLC) first reported a position in HF Sinclair in Q3 2016 and has held it in 35 quarters since.
- 647 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.