Ferguson Wellman Capital Management’s HF Sinclair DINO Stock Holding History

Ferguson Wellman Capital Management’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	$202K	Buy	+2,900	New	+$193K	﹤0.01%	431
2025 Q1	–	Sell	-29,988	Closed	-$1.05M	–	360
2024 Q4	$1.05M	Sell	29,988 -316,236	-91%	-$12.9M	0.02%	181
2024 Q3	$15.4M	Sell	346,224 -275,766	-44%	-$13.2M	0.3%	68
2024 Q2	$33.2M	Buy	+621,990	New	+$35M	0.67%	43

Other funds holding DINO

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ferguson Wellman Capital Management's DINO Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in HF Sinclair (DINO) in Q2 2026: 2,900 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: Ferguson Wellman Capital Management previously reported a position in DINO as recently as Q4 2024.

Ferguson Wellman Capital Management first reported a position in DINO in Q2 2024 and has held it in 4 quarters since. The position peaked at $33.2M in Q2 2024. 133 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Ferguson Wellman Capital Management held 2,900 shares of HF Sinclair worth $202K as of Q2 2026.
HF Sinclair was a new Ferguson Wellman Capital Management position in Q2 2026.
HF Sinclair made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #431 holding.
Ferguson Wellman Capital Management first reported a position in HF Sinclair in Q2 2024 and has held it in 4 quarters since.
Ferguson Wellman Capital Management's HF Sinclair position peaked at $33.2M in Q2 2024.
133 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.