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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
Q2 		$404K Buy
5,794
+295
+5% +$19.6K ﹤0.01% 1527
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 $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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

Concurrent Investment Advisors's DINO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its HF Sinclair (DINO) stake by 5.4% in Q2 2026, buying an estimated $19.6K and bringing the position to 5,794 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Concurrent Investment Advisors first reported a position in DINO in Q4 2023 and has held it in 5 quarters since. 687 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Concurrent Investment Advisors held 5,794 shares of HF Sinclair worth $404K as of Q2 2026.
  • Concurrent Investment Advisors bought 295 HF Sinclair shares in Q2 2026, an estimated $19.6K.
  • HF Sinclair made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1527 holding.
  • Concurrent Investment Advisors first reported a position in HF Sinclair in Q4 2023 and has held it in 5 quarters since.
  • 687 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.