CTWM
DINO icon

Cherry Tree Wealth Management’s HF Sinclair DINO Stock Holding History

Cherry Tree Wealth Management’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
Q2 		– Sell
-7
Closed -$231 – 639
2025
Q1 		$231 Hold
7
– – ﹤0.01% 748
2024
Q4 		$246 Buy
+7
New +$286 ﹤0.01% 634

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cherry Tree Wealth Management's DINO Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of HF Sinclair (DINO) in Q2 2025, closing a stake of 7 shares — an estimated $231 sold.

Cherry Tree Wealth Management first reported a position in DINO in Q4 2024 and held it in 2 quarters. The position peaked at $246 in Q4 2024. 542 funds tracked by Wall St. Rank hold DINO as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining HF Sinclair position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 7 HF Sinclair shares in Q2 2025, an estimated $231.
  • Cherry Tree Wealth Management first reported a position in HF Sinclair in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's HF Sinclair position peaked at $246 in Q4 2024.
  • 542 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.