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Concurrent Investment Advisors’s HF Sinclair DINO Stock Holding History

Concurrent Investment 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
Q1 		$343K Buy
5,499
+725
+15% +$39.3K ﹤0.01% 1403
2025
Q4 		$220K Buy
+4,774
New +$246K ﹤0.01% 1586
2024
Q2 		– Sell
-3,619
Closed -$218K – 1011
2024
Q1 		$218K Hold
3,619
– – 0.01% 771
2023
Q4 		$201K Buy
+3,619
New +$197K 0.01% 773

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Concurrent Investment Advisors's DINO Position: Q1 2026 in Review

Concurrent Investment Advisors increased its HF Sinclair (DINO) stake by 15% in Q1 2026, buying an estimated $39.3K and bringing the position to 5,499 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Concurrent Investment Advisors first reported a position in DINO in Q4 2023 and has held it in 4 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Concurrent Investment Advisors held 5,499 shares of HF Sinclair worth $343K as of Q1 2026.
  • Concurrent Investment Advisors bought 725 HF Sinclair shares in Q1 2026, an estimated $39.3K.
  • HF Sinclair made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1403 holding.
  • Concurrent Investment Advisors first reported a position in HF Sinclair in Q4 2023 and has held it in 4 quarters since.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.