Compass Financial Management
DINO icon

Compass Financial Management’s HF Sinclair DINO Stock Holding History

Compass Financial 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
2026
Q3 		$460K Sell
4,282
-132
-3% -$12.5K 0.05% 304
2026
Q2 		$325K Buy
+4,414
New +$294K 0.04% 341

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State Street
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LSV Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Compass Financial Management's DINO Position: Q3 2026 in Review

Compass Financial Management reduced its HF Sinclair (DINO) stake by 3% in Q3 2026, selling an estimated $12.5K and leaving 4,282 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #304.

Compass Financial Management first reported a position in DINO in Q2 2026 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

  • Compass Financial Management held 4,282 shares of HF Sinclair worth $460K as of Q3 2026.
  • Compass Financial Management sold 132 HF Sinclair shares in Q3 2026, an estimated $12.5K.
  • HF Sinclair made up 0.05% of Compass Financial Management's portfolio in Q3 2026, its #304 holding.
  • Compass Financial Management first reported a position in HF Sinclair in Q2 2026 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.