Corient Private Wealth
DINO icon

Corient Private Wealth’s HF Sinclair DINO Stock Holding History

Corient Private Wealth’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 		$1.81M Sell
29,111
-17,816
-38% -$965K ﹤0.01% 1324
2025
Q4 		$2.12M Buy
46,927
+16,752
+56% +$864K ﹤0.01% 1504
2025
Q3 		$1.58M Sell
30,175
-768
-2% -$36.4K ﹤0.01% 1181
2025
Q2 		$1.27M Buy
30,943
+942
+3% +$32.4K ﹤0.01% 1251
2025
Q1 		$986K Sell
30,001
-3,338
-10% -$117K ﹤0.01% 1289
2024
Q4 		$1.17M Buy
33,339
+1,896
+6% +$77.6K ﹤0.01% 1250
2024
Q3 		$1.4M Sell
31,443
-17,842
-36% -$851K ﹤0.01% 1253
2024
Q2 		$2.63M Buy
49,285
+12,771
+35% +$718K ﹤0.01% 915
2024
Q1 		$2.2M Buy
36,514
+4,139
+13% +$235K ﹤0.01% 981
2023
Q4 		$1.8M Buy
32,375
+8,693
+37% +$474K ﹤0.01% 1052
2023
Q3 		$1.35M Buy
23,682
+385
+2% +$20.9K ﹤0.01% 1079
2023
Q2 		$1.04M Buy
23,297
+15,684
+206% +$683K ﹤0.01% 1138
2023
Q1 		$368K Buy
7,613
+2,322
+44% +$121K ﹤0.01% 1507
2022
Q4 		$276K Buy
+5,291
New +$305K ﹤0.01% 1367

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

Corient Private Wealth's DINO Position: Q1 2026 in Review

Corient Private Wealth reduced its HF Sinclair (DINO) stake by 38% in Q1 2026, selling an estimated $965K and leaving 29,111 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Corient Private Wealth first reported a position in DINO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.63M in Q2 2024. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Corient Private Wealth held 29,111 shares of HF Sinclair worth $1.81M as of Q1 2026.
  • Corient Private Wealth sold 17,816 HF Sinclair shares in Q1 2026, an estimated $965K.
  • HF Sinclair made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1324 holding.
  • Corient Private Wealth first reported a position in HF Sinclair in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's HF Sinclair position peaked at $2.63M in Q2 2024.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.