Evergreen Capital Management’s HF Sinclair DINO Stock Holding History

Evergreen Capital Management’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	$669K	Sell	10,727 -26	-0.2%	-$1.41K	0.01%	630
2025 Q4	$495K	Sell	10,753 -1,496	-12%	-$77.1K	0.01%	748
2025 Q3	$641K	Buy	12,249 +1,544	+14%	+$73.2K	0.02%	552
2025 Q2	$440K	Buy	+10,705	New	+$369K	0.01%	618
2025 Q1	–	Sell	-6,068	Closed	-$213K	–	1118
2024 Q4	$213K	Buy	6,068 +1,231	+25%	+$50.4K	0.01%	953
2024 Q3	$216K	Buy	+4,837	New	+$231K	0.01%	895
2020 Q4	–	Sell	-165,243	Closed	-$3.26M	–	455
2020 Q3	$3.26M	Buy	165,243 +50,202	+44%	+$1.25M	0.23%	107
2020 Q2	$3.36M	Buy	+115,041	New	+$3.42M	0.25%	89
2017 Q3	–	Sell	-98,905	Closed	-$2.72M	–	185
2017 Q2	$2.72M	Buy	+98,905	New	+$2.64M	0.44%	66

Other funds holding DINO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Evergreen Capital Management's DINO Position: Q1 2026 in Review

Evergreen Capital Management reduced its HF Sinclair (DINO) stake by 0.24% in Q1 2026, selling an estimated $1.41K and leaving 10,727 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #630.

Evergreen Capital Management first reported a position in DINO in Q2 2017 and has held it in 9 quarters since. The position peaked at $3.36M in Q2 2020. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

Evergreen Capital Management held 10,727 shares of HF Sinclair worth $669K as of Q1 2026.
Evergreen Capital Management sold 26 HF Sinclair shares in Q1 2026, an estimated $1.41K.
HF Sinclair made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #630 holding.
Evergreen Capital Management first reported a position in HF Sinclair in Q2 2017 and has held it in 9 quarters since.
Evergreen Capital Management's HF Sinclair position peaked at $3.36M in Q2 2020.
644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.