ForthRight Wealth Management’s HF Sinclair DINO Stock Holding History

ForthRight Wealth 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 Q1	$1.33M	Hold	21,331	–	–	0.38%	25
2025 Q4	$983K	Sell	21,331 -315	-1%	-$16.2K	0.28%	34
2025 Q3	$1.13M	Hold	21,646	–	–	0.33%	30
2025 Q2	$889K	Hold	21,646	–	–	0.28%	35
2025 Q1	$712K	Hold	21,646	–	–	0.24%	37
2024 Q4	$759K	Hold	21,646	–	–	0.25%	36
2024 Q3	$965K	Hold	21,646	–	–	0.32%	30
2024 Q2	$1.15M	Hold	21,646	–	–	0.42%	29
2024 Q1	$1.31M	Hold	21,646	–	–	0.47%	29
2023 Q4	$1.2M	Hold	21,646	–	–	0.47%	29
2023 Q3	$1.23M	Hold	21,646	–	–	0.53%	28
2023 Q2	$966K	Hold	21,646	–	–	0.4%	28
2023 Q1	$1.05M	Hold	21,646	–	–	0.48%	26
2022 Q4	$1.12M	Hold	21,646	–	–	0.57%	25
2022 Q3	$1.17M	Hold	21,646	–	–	0.68%	23
2022 Q2	$978K	Hold	21,646	–	–	0.54%	23
2022 Q1	$863K	Hold	21,646	–	–	0.45%	24
2021 Q4	$710K	Sell	21,646 -1,540	-7%	-$51.9K	0.39%	24
2021 Q3	$768K	Hold	23,186	–	–	0.47%	22
2021 Q2	$763K	Hold	23,186	–	–	0.48%	21
2021 Q1	$830K	Sell	23,186 -975	-4%	-$32.6K	0.56%	20
2020 Q4	$625K	Buy	+24,161	New	+$547K	0.49%	18

Other funds holding DINO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

ForthRight Wealth Management's DINO Position: Q1 2026 in Review

ForthRight Wealth Management held its HF Sinclair (DINO) position steady in Q1 2026 at 21,331 shares worth $1.33M. The position accounts for 0.38% of the portfolio, ranked #25.

ForthRight Wealth Management first reported a position in DINO in Q4 2020 and has held it in 22 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

ForthRight Wealth Management held 21,331 shares of HF Sinclair worth $1.33M as of Q1 2026.
ForthRight Wealth Management left its HF Sinclair share count unchanged in Q1 2026.
HF Sinclair made up 0.38% of ForthRight Wealth Management's portfolio in Q1 2026, its #25 holding.
ForthRight Wealth Management first reported a position in HF Sinclair in Q4 2020 and has held it in 22 quarters since.
644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.