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Clearstead Advisors’s HF Sinclair DINO Stock Holding History

Clearstead 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 		$18.9K Sell
271
-4,341
-94% -$289K ﹤0.01% 1810
2026
Q1 		$288K Buy
4,612
+3,945
+591% +$214K ﹤0.01% 879
2025
Q4 		$30.7K Sell
667
-854
-56% -$44K ﹤0.01% 1574
2025
Q3 		$79.6K Buy
1,521
+86
+6% +$4.08K ﹤0.01% 1121
2025
Q2 		$59K Sell
1,435
-322
-18% -$11.1K ﹤0.01% 1239
2025
Q1 		$57.8K Buy
1,757
+1,669
+1,897% +$58.5K ﹤0.01% 1140
2024
Q4 		$3.07K Buy
88
+3
+4% +$123 ﹤0.01% 1791
2024
Q3 		$3.79K Hold
85
– – ﹤0.01% 1755
2024
Q2 		$4.53K Hold
85
– – ﹤0.01% 1699
2024
Q1 		$4.78K Hold
85
– – ﹤0.01% 1182
2023
Q4 		$4.72K Buy
85
+39
+85% +$2.13K ﹤0.01% 1171
2023
Q3 		$2.62K Buy
+46
New +$2.5K ﹤0.01% 1195
2021
Q3 		– Sell
-70
Closed -$2K – 1309
2021
Q2 		$2K Buy
+70
New +$2.43K ﹤0.01% 1034

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

Clearstead Advisors's DINO Position: Q2 2026 in Review

Clearstead Advisors reduced its HF Sinclair (DINO) stake by 94% in Q2 2026, selling an estimated $289K and leaving 271 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Clearstead Advisors first reported a position in DINO in Q2 2021 and has held it in 13 quarters since. The position peaked at $288K in Q1 2026. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Clearstead Advisors held 271 shares of HF Sinclair worth $18.9K as of Q2 2026.
  • Clearstead Advisors sold 4,341 HF Sinclair shares in Q2 2026, an estimated $289K.
  • HF Sinclair made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1810 holding.
  • Clearstead Advisors first reported a position in HF Sinclair in Q2 2021 and has held it in 13 quarters since.
  • Clearstead Advisors's HF Sinclair position peaked at $288K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.