Essential Partners’s HF Sinclair DINO Stock Holding History

Essential 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	$267K	Buy	2,487 +79	+3%	+$7.48K	0.12%	185
2026 Q2	$168K	Sell	2,408 -28,810	-92%	-$1.92M	0.08%	280
2026 Q1	$1.95M	Sell	31,218 -126	-0.4%	-$6.83K	0.66%	25
2025 Q4	$1.44M	Buy	31,344 +17	+0.1%	+$876	0.44%	50
2025 Q3	$1.64M	Buy	31,327 +171	+0.5%	+$8.11K	0.54%	29
2025 Q2	$1.28M	Buy	+31,156	New	+$1.07M	0.51%	36

Other funds holding DINO

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Essential Partners's DINO Position: Q3 2026 in Review

Essential Partners increased its HF Sinclair (DINO) stake by 3.3% in Q3 2026, buying an estimated $7.48K and bringing the position to 2,487 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #185.

Essential Partners first reported a position in DINO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.95M in Q1 2026. 96 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

Essential Partners held 2,487 shares of HF Sinclair worth $267K as of Q3 2026.
Essential Partners bought 79 HF Sinclair shares in Q3 2026, an estimated $7.48K.
HF Sinclair made up 0.12% of Essential Partners's portfolio in Q3 2026, its #185 holding.
Essential Partners first reported a position in HF Sinclair in Q2 2025 and has held it in 6 quarters since.
Essential Partners's HF Sinclair position peaked at $1.95M in Q1 2026.
96 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.