Evergreen Private Wealth’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
Other funds holding DINO
Evergreen Private Wealth's DINO Position: Q2 2026 in Review
Evergreen Private Wealth reduced its HF Sinclair (DINO) stake by 2.2% in Q2 2026, selling an estimated $50.3K and leaving 33,682 shares worth $2.35M. The position accounts for 0.87% of the portfolio, ranked #41.
Evergreen Private Wealth first reported a position in DINO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.5M in Q4 2023. 687 funds tracked by Wall St. Rank hold DINO as of Q2 2026.
- Evergreen Private Wealth held 33,682 shares of HF Sinclair worth $2.35M as of Q2 2026.
- Evergreen Private Wealth sold 757 HF Sinclair shares in Q2 2026, an estimated $50.3K.
- HF Sinclair made up 0.87% of Evergreen Private Wealth's portfolio in Q2 2026, its #41 holding.
- Evergreen Private Wealth first reported a position in HF Sinclair in Q4 2023 and has held it in 11 quarters since.
- Evergreen Private Wealth's HF Sinclair position peaked at $2.5M in Q4 2023.
- 687 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.
Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.