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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
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 $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

Evolve Private Wealth's DINO Position: Q1 2026 in Review

Evolve Private Wealth reduced its HF Sinclair (DINO) stake by 1.5% in Q1 2026, selling an estimated $15.3K and leaving 19,088 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #285.

Evolve Private Wealth first reported a position in DINO in Q4 2025 and has held it in 2 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Evolve Private Wealth held 19,088 shares of HF Sinclair worth $1.19M as of Q1 2026.
  • Evolve Private Wealth sold 282 HF Sinclair shares in Q1 2026, an estimated $15.3K.
  • HF Sinclair made up 0.06% of Evolve Private Wealth's portfolio in Q1 2026, its #285 holding.
  • Evolve Private Wealth first reported a position in HF Sinclair in Q4 2025 and has held it in 2 quarters since.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.