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Clearstead Trust’s HF Sinclair DINO Stock Holding History

Clearstead Trust’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 		$33.1K Hold
475
– – ﹤0.01% 376
2026
Q1 		$29.6K Hold
475
– – ﹤0.01% 379
2025
Q4 		$21.9K Hold
475
– – ﹤0.01% 428
2025
Q3 		$24.9K Hold
475
– – ﹤0.01% 407
2025
Q2 		$19.5K Buy
475
+130
+38% +$4.48K ﹤0.01% 433
2025
Q1 		$11.3K Buy
+345
New +$12.1K ﹤0.01% 443

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 Trust's DINO Position: Q2 2026 in Review

Clearstead Trust held its HF Sinclair (DINO) position steady in Q2 2026 at 475 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Clearstead Trust first reported a position in DINO in Q1 2025 and has held it in 6 quarters since. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Clearstead Trust held 475 shares of HF Sinclair worth $33.1K as of Q2 2026.
  • Clearstead Trust left its HF Sinclair share count unchanged in Q2 2026.
  • HF Sinclair made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #376 holding.
  • Clearstead Trust first reported a position in HF Sinclair in Q1 2025 and has held it in 6 quarters since.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

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