EPW
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Evergreen Private Wealth’s HF Sinclair DINO Stock Holding History

Evergreen Private Wealth’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 		$2.15M Sell
34,439
-546
-2% -$29.6K 0.87% 41
2025
Q4 		$1.61M Sell
34,985
-878
-2% -$45.3K 0.64% 44
2025
Q3 		$1.88M Sell
35,863
-829
-2% -$39.3K 0.76% 41
2025
Q2 		$1.51M Buy
36,692
+7,014
+24% +$241K 0.63% 45
2025
Q1 		$976K Buy
29,678
+2,924
+11% +$102K 0.46% 49
2024
Q4 		$938K Buy
26,754
+392
+1% +$16K 0.44% 51
2024
Q3 		$1.17M Buy
26,362
+615
+2% +$29.3K 0.54% 47
2024
Q2 		$1.37M Sell
25,747
-336
-1% -$18.9K 0.68% 44
2024
Q1 		$1.57M Sell
26,083
-18,897
-42% -$1.07M 0.79% 40
2023
Q4 		$2.5M Buy
+44,980
New +$2.45M 1.35% 33

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return