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Evolve Private Wealth’s HF Sinclair DINO Stock Holding History

Evolve 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
Q2 		$1.15M Sell
16,533
-2,555
-13% -$170K 0.07% 247
2026
Q1 		$1.19M Sell
19,088
-282
-1% -$15.3K 0.06% 285
2025
Q4 		$893K Buy
+19,370
New +$998K 0.05% 332

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Evolve Private Wealth's DINO Position: Q2 2026 in Review

Evolve Private Wealth reduced its HF Sinclair (DINO) stake by 13% in Q2 2026, selling an estimated $170K and leaving 16,533 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #247.

Evolve Private Wealth first reported a position in DINO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q1 2026. 687 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Evolve Private Wealth held 16,533 shares of HF Sinclair worth $1.15M as of Q2 2026.
  • Evolve Private Wealth sold 2,555 HF Sinclair shares in Q2 2026, an estimated $170K.
  • HF Sinclair made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #247 holding.
  • Evolve Private Wealth first reported a position in HF Sinclair in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's HF Sinclair position peaked at $1.19M in Q1 2026.
  • 687 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.