EWP
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Elevation Wealth Partners’s HF Sinclair DINO Stock Holding History

Elevation Wealth Partners’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
Q3 		$6.22K Hold
58
– – ﹤0.01% 1048
2026
Q2 		$4.04K Buy
+58
New +$3.86K ﹤0.01% 1070

Other funds holding DINO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's DINO Position: Q3 2026 in Review

Elevation Wealth Partners held its HF Sinclair (DINO) position steady in Q3 2026 at 58 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Elevation Wealth Partners first reported a position in DINO in Q2 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

  • Elevation Wealth Partners held 58 shares of HF Sinclair worth $6.22K as of Q3 2026.
  • Elevation Wealth Partners left its HF Sinclair share count unchanged in Q3 2026.
  • HF Sinclair made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1048 holding.
  • Elevation Wealth Partners first reported a position in HF Sinclair in Q2 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.