CI
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CX Institutional’s HF Sinclair DINO Stock Holding History

CX Institutional’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 		$23K Buy
337
+18
+6% +$1.2K ﹤0.01% 1142
2026
Q1 		$20K Sell
319
-6,575
-95% -$356K ﹤0.01% 1125
2025
Q4 		$318K Buy
6,894
+170
+3% +$8.76K 0.01% 556
2025
Q3 		$352K Sell
6,724
-1,270
-16% -$60.2K 0.01% 522
2025
Q2 		$328K Buy
7,994
+1,020
+15% +$35.1K 0.01% 481
2025
Q1 		$229K Buy
+6,974
New +$244K 0.01% 554
2024
Q4 		– Sell
-92,858
Closed -$4.14M – 547
2024
Q3 		$4.14M Buy
+92,858
New +$4.43M 0.18% 151
2022
Q3 		– Sell
-172
Closed -$8K – 622
2022
Q2 		$8K Buy
+172
New +$7.7K ﹤0.01% 975
2021
Q4 		– Sell
-384
Closed -$13K – 465
2021
Q3 		$13K Buy
384
+3
+0.8% +$91 ﹤0.01% 796
2021
Q2 		$13K Buy
381
+14
+4% +$487 ﹤0.01% 797
2021
Q1 		$13K Sell
367
-120
-25% -$4.01K ﹤0.01% 733
2020
Q4 		$12K Sell
487
-741
-60% -$16.8K ﹤0.01% 697
2020
Q3 		$24K Sell
1,228
-67,129
-98% -$1.67M ﹤0.01% 505
2020
Q2 		$2M Buy
68,357
+10,321
+18% +$307K 0.26% 100
2020
Q1 		$1.42M Buy
58,036
+17,468
+43% +$652K 0.23% 101
2019
Q4 		$2.06M Sell
40,568
-590
-1% -$31.3K 0.36% 71
2019
Q3 		$2.21M Buy
41,158
+41,122
+114,228% +$1.99M 0.36% 70
2019
Q2 		$2K Buy
36
+24
+200% +$1.07K ﹤0.01% 746
2019
Q1 		$1K Buy
+12
New +$639 ﹤0.01% 735

Other funds holding DINO

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

CX Institutional's DINO Position: Q2 2026 in Review

CX Institutional increased its HF Sinclair (DINO) stake by 5.6% in Q2 2026, buying an estimated $1.2K and bringing the position to 337 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

CX Institutional first reported a position in DINO in Q1 2019 and has held it in 19 quarters since. The position peaked at $4.14M in Q3 2024. 112 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • CX Institutional held 337 shares of HF Sinclair worth $23K as of Q2 2026.
  • CX Institutional bought 18 HF Sinclair shares in Q2 2026, an estimated $1.2K.
  • HF Sinclair made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1142 holding.
  • CX Institutional first reported a position in HF Sinclair in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's HF Sinclair position peaked at $4.14M in Q3 2024.
  • 112 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.