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Forum Financial Management’s HF Sinclair DINO Stock Holding History

Forum Financial 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 		– Sell
-9,470
Closed -$436K – 514
2025
Q4 		$436K Buy
9,470
+2
+0% +$103 0.01% 546
2025
Q3 		$496K Buy
9,468
+3,814
+67% +$181K 0.01% 458
2025
Q2 		$232K Sell
5,654
-683
-11% -$23.5K ﹤0.01% 815
2025
Q1 		$208K Sell
6,337
-8
-0.1% -$280 ﹤0.01% 796
2024
Q4 		$222K Buy
6,345
+424
+7% +$17.3K ﹤0.01% 792
2024
Q3 		$264K Sell
5,921
-105
-2% -$5.01K ﹤0.01% 579
2024
Q2 		$321K Sell
6,026
-36
-0.6% -$2.02K 0.01% 452
2024
Q1 		$366K Hold
6,062
– – 0.01% 425
2023
Q4 		$337K Hold
6,062
– – 0.01% 408
2023
Q3 		$345K Hold
6,062
– – 0.01% 377
2023
Q2 		$270K Buy
6,062
+1,200
+25% +$52.3K 0.01% 472
2023
Q1 		$235K Hold
4,862
– – 0.01% 487
2022
Q4 		$252K Hold
4,862
– – 0.01% 447
2022
Q3 		$262K Hold
4,862
– – 0.01% 388
2022
Q2 		$220K Buy
+4,862
New +$218K 0.01% 475

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

Forum Financial Management's DINO Position: Q1 2026 in Review

Forum Financial Management sold out of HF Sinclair (DINO) in Q1 2026, closing a stake of 9,470 shares — an estimated $436K sold.

Forum Financial Management first reported a position in DINO in Q2 2022 and held it in 15 quarters. The position peaked at $496K in Q3 2025. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Forum Financial Management reported no remaining HF Sinclair position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 9,470 HF Sinclair shares in Q1 2026, an estimated $436K.
  • Forum Financial Management first reported a position in HF Sinclair in Q2 2022 and held it in 15 quarters.
  • Forum Financial Management's HF Sinclair position peaked at $496K in Q3 2025.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.