GoalVest Advisory’s HF Sinclair DINO Stock Holding History

GoalVest Advisory’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	–	Sell	-11,200	Closed	-$699K	–	520
2026 Q1	$699K	Hold	11,200	–	–	0.14%	91
2025 Q4	$516K	Hold	11,200	–	–	0.1%	100
2025 Q3	$586K	Hold	11,200	–	–	0.12%	87
2025 Q2	$460K	Hold	11,200	–	–	0.11%	86
2025 Q1	$368K	Buy	+11,200	New	+$393K	0.1%	91
2022 Q2	–	Sell	-15	Closed	-$1K	–	359
2022 Q1	$1K	Buy	+15	New	+$527	﹤0.01%	326

Other funds holding DINO

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

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

HAI

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

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GoalVest Advisory's DINO Position: Q2 2026 in Review

GoalVest Advisory sold out of HF Sinclair (DINO) in Q2 2026, closing a stake of 11,200 shares — an estimated $699K sold.

GoalVest Advisory first reported a position in DINO in Q1 2022 and held it in 6 quarters. The position peaked at $699K in Q1 2026. 79 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

GoalVest Advisory reported no remaining HF Sinclair position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 11,200 HF Sinclair shares in Q2 2026, an estimated $699K.
GoalVest Advisory first reported a position in HF Sinclair in Q1 2022 and held it in 6 quarters.
GoalVest Advisory's HF Sinclair position peaked at $699K in Q1 2026.
79 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.