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Exencial Wealth Advisors’s HF Sinclair DINO Stock Holding History

Exencial Wealth Advisors’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 		$609K Sell
9,762
-362
-4% -$19.6K 0.02% 367
2025
Q4 		$467K Buy
10,124
+663
+7% +$34.2K 0.01% 405
2025
Q3 		$495K Buy
9,461
+135
+1% +$6.4K 0.02% 372
2025
Q2 		$383K Buy
9,326
+108
+1% +$3.72K 0.01% 410
2025
Q1 		$303K Sell
9,218
-17
-0.2% -$596 0.01% 426
2024
Q4 		$324K Sell
9,235
-10
-0.1% -$409 0.01% 421
2024
Q3 		$412K Sell
9,245
-61
-0.7% -$2.91K 0.01% 389
2024
Q2 		$496K Buy
+9,306
New +$523K 0.02% 355

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

Exencial Wealth Advisors's DINO Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its HF Sinclair (DINO) stake by 3.6% in Q1 2026, selling an estimated $19.6K and leaving 9,762 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #367.

Exencial Wealth Advisors first reported a position in DINO in Q2 2024 and has held it in 8 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Exencial Wealth Advisors held 9,762 shares of HF Sinclair worth $609K as of Q1 2026.
  • Exencial Wealth Advisors sold 362 HF Sinclair shares in Q1 2026, an estimated $19.6K.
  • HF Sinclair made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #367 holding.
  • Exencial Wealth Advisors first reported a position in HF Sinclair in Q2 2024 and has held it in 8 quarters since.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.