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Gilliland Jeter Wealth Management’s HF Sinclair DINO Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-58
Closed -$2.58K – 286
2024
Q3 		$2.58K Hold
58
– – ﹤0.01% 596
2024
Q2 		$3.09K Hold
58
– – ﹤0.01% 562
2024
Q1 		$3.5K Buy
+58
New +$3.3K ﹤0.01% 522

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gilliland Jeter Wealth Management's DINO Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of HF Sinclair (DINO) in Q4 2024, closing a stake of 58 shares — an estimated $2.58K sold.

Gilliland Jeter Wealth Management first reported a position in DINO in Q1 2024 and held it in 3 quarters. The position peaked at $3.5K in Q1 2024. 544 funds tracked by Wall St. Rank hold DINO as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining HF Sinclair position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 58 HF Sinclair shares in Q4 2024, an estimated $2.58K.
  • Gilliland Jeter Wealth Management first reported a position in HF Sinclair in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's HF Sinclair position peaked at $3.5K in Q1 2024.
  • 544 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.