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Foundations Investment Advisors’s HF Sinclair DINO Stock Holding History

Foundations Investment 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
2025
Q3 		– Sell
-5,867
Closed -$241K – 1050
2025
Q2 		$241K Buy
+5,867
New +$202K ﹤0.01% 818
2024
Q4 		– Sell
-5,600
Closed -$250K – 852
2024
Q3 		$250K Hold
5,600
– – 0.01% 692
2024
Q2 		$299K Buy
+5,600
New +$315K 0.01% 608
2023
Q2 		– Sell
-5,814
Closed -$281K – 580
2023
Q1 		$281K Sell
5,814
-10,234
-64% -$532K 0.01% 410
2022
Q4 		$833K Buy
16,048
+1,412
+10% +$81.3K 0.03% 220
2022
Q3 		$788K Buy
+14,636
New +$724K 0.03% 194

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foundations Investment Advisors's DINO Position: Q3 2025 in Review

Foundations Investment Advisors sold out of HF Sinclair (DINO) in Q3 2025, closing a stake of 5,867 shares — an estimated $241K sold.

Foundations Investment Advisors first reported a position in DINO in Q3 2022 and held it in 6 quarters. The position peaked at $833K in Q4 2022. 596 funds tracked by Wall St. Rank hold DINO as of Q3 2025.

  • Foundations Investment Advisors reported no remaining HF Sinclair position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 5,867 HF Sinclair shares in Q3 2025, an estimated $241K.
  • Foundations Investment Advisors first reported a position in HF Sinclair in Q3 2022 and held it in 6 quarters.
  • Foundations Investment Advisors's HF Sinclair position peaked at $833K in Q4 2022.
  • 596 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.