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Coppell Advisory Solutions’s HF Sinclair DINO Stock Holding History

Coppell Advisory Solutions’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
-1,861
Closed -$63.7K – 711
2024
Q4 		$63.7K Buy
1,861
+451
+32% +$18.4K 0.01% 520
2024
Q3 		$63.9K Buy
1,410
+1,295
+1,126% +$61.8K 0.01% 492
2024
Q2 		$6.13K Buy
+115
New +$6.47K ﹤0.01% 1150
2023
Q4 		$6.39K Buy
+115
New +$6.27K ﹤0.01% 1054
2023
Q3 		– Sell
-115
Closed -$5.11K – 1282
2023
Q2 		$5.11K Buy
+115
New +$5.01K ﹤0.01% 851

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

Coppell Advisory Solutions's DINO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of HF Sinclair (DINO) in Q1 2025, closing a stake of 1,861 shares — an estimated $63.7K sold.

Coppell Advisory Solutions first reported a position in DINO in Q2 2023 and held it in 5 quarters. The position peaked at $63.9K in Q3 2024. 506 funds tracked by Wall St. Rank hold DINO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining HF Sinclair position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,861 HF Sinclair shares in Q1 2025, an estimated $63.7K.
  • Coppell Advisory Solutions first reported a position in HF Sinclair in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's HF Sinclair position peaked at $63.9K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.