EverSource Wealth Advisors’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$410K Sell
5,885
-2,450
-29% -$163K 0.01% 640
2026
Q1
$520K Buy
8,335
+1,381
+20% +$74.8K 0.02% 596
2025
Q4
$320K Buy
6,954
+302
+5% +$15.6K 0.01% 727
2025
Q3
$348K Sell
6,652
-152
-2% -$7.21K 0.01% 653
2025
Q2
$280K Buy
6,804
+5,226
+331% +$180K 0.01% 702
2025
Q1
$51.9K Buy
1,578
+644
+69% +$22.6K ﹤0.01% 1226
2024
Q4
$32.7K Buy
934
+327
+54% +$13.4K ﹤0.01% 1376
2024
Q3
$27.1K Sell
607
-546
-47% -$26.1K ﹤0.01% 1338
2024
Q2
$59.3K Sell
1,153
-70
-6% -$3.94K ﹤0.01% 1010
2024
Q1
$66.3K Buy
1,223
+134
+12% +$7.62K 0.01% 868
2023
Q4
$60.5K Sell
1,089
-41
-4% -$2.24K 0.01% 825
2023
Q3
$64.3K Buy
1,130
+37
+3% +$2.01K 0.01% 725
2023
Q2
$48.8K Buy
1,093
+513
+88% +$22.3K 0.01% 847
2023
Q1
$28.1K Buy
580
+148
+34% +$7.69K ﹤0.01% 968
2022
Q4
$22.4K Buy
432
+17
+4% +$978 ﹤0.01% 1029
2022
Q3
$22K Sell
415
-15
-3% -$742 0.01% 867
2022
Q2
$19K Hold
430
﹤0.01% 840
2022
Q1
$17K Hold
430
﹤0.01% 760
2021
Q4
$14K Buy
+430
New +$14.5K ﹤0.01% 821

Other funds holding DINO

EverSource Wealth Advisors's DINO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its HF Sinclair (DINO) stake by 29% in Q2 2026, selling an estimated $163K and leaving 5,885 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #640.

EverSource Wealth Advisors first reported a position in DINO in Q4 2021 and has held it in 19 quarters since. The position peaked at $520K in Q1 2026. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • EverSource Wealth Advisors held 5,885 shares of HF Sinclair worth $410K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,450 HF Sinclair shares in Q2 2026, an estimated $163K.
  • HF Sinclair made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #640 holding.
  • EverSource Wealth Advisors first reported a position in HF Sinclair in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's HF Sinclair position peaked at $520K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.