CWM
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Compass Wealth Management’s HF Sinclair DINO Stock Holding History

Compass 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
Q1 		– Sell
-96
Closed -$3.37K – 439
2024
Q4 		$3.37K Hold
96
– – ﹤0.01% 371
2024
Q3 		$4.28K Hold
96
– – ﹤0.01% 375
2024
Q2 		$5.12K Hold
96
– – ﹤0.01% 374
2024
Q1 		$5.8K Hold
96
– – ﹤0.01% 364
2023
Q4 		$5.33K Hold
96
– – ﹤0.01% 359
2023
Q3 		$5.47K Hold
96
– – ﹤0.01% 365
2023
Q2 		$4.28K Hold
96
– – ﹤0.01% 380
2023
Q1 		$4.64K Hold
96
– – ﹤0.01% 386
2022
Q4 		$4.98K Buy
+96
New +$5.53K ﹤0.01% 383

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compass Wealth Management's DINO Position: Q1 2025 in Review

Compass Wealth Management sold out of HF Sinclair (DINO) in Q1 2025, closing a stake of 96 shares — an estimated $3.37K sold.

Compass Wealth Management first reported a position in DINO in Q4 2022 and held it in 9 quarters. The position peaked at $5.8K in Q1 2024. 506 funds tracked by Wall St. Rank hold DINO as of Q1 2025.

  • Compass Wealth Management reported no remaining HF Sinclair position as of Q1 2025 after selling out during the quarter.
  • Compass Wealth Management sold 96 HF Sinclair shares in Q1 2025, an estimated $3.37K.
  • Compass Wealth Management first reported a position in HF Sinclair in Q4 2022 and held it in 9 quarters.
  • Compass Wealth Management's HF Sinclair position peaked at $5.8K in Q1 2024.
  • 506 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2025.

Based on Compass Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.