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 Q2	$747K	Hold	10,727	–	–	0.01%	676
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 $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Evergreen Capital Management's DINO Position: Q2 2026 in Review

Evergreen Capital Management held its HF Sinclair (DINO) position steady in Q2 2026 at 10,727 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #676.

Evergreen Capital Management first reported a position in DINO in Q2 2017 and has held it in 10 quarters since. The position peaked at $3.36M in Q2 2020. 686 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Evergreen Capital Management held 10,727 shares of HF Sinclair worth $747K as of Q2 2026.
Evergreen Capital Management left its HF Sinclair share count unchanged in Q2 2026.
HF Sinclair made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #676 holding.
Evergreen Capital Management first reported a position in HF Sinclair in Q2 2017 and has held it in 10 quarters since.
Evergreen Capital Management's HF Sinclair position peaked at $3.36M in Q2 2020.
686 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.