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CBIZ Investment Advisory Services’s HF Sinclair DINO Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-85
Closed -$3.92K – 501
2025
Q4 		$3.92K Buy
+85
New +$4.38K ﹤0.01% 554

Other funds holding DINO

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

CBIZ Investment Advisory Services's DINO Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of HF Sinclair (DINO) in Q1 2026, closing a stake of 85 shares — an estimated $3.92K sold.

CBIZ Investment Advisory Services first reported a position in DINO in Q4 2025 and held it in 1 quarter. The position peaked at $3.92K in Q4 2025. 648 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining HF Sinclair position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 85 HF Sinclair shares in Q1 2026, an estimated $3.92K.
  • CBIZ Investment Advisory Services first reported a position in HF Sinclair in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's HF Sinclair position peaked at $3.92K in Q4 2025.
  • 648 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.