HWM
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HB Wealth Management’s HF Sinclair DINO Stock Holding History

HB 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
Q2 		$1.32M Buy
18,918
+434
+2% +$28.9K 0.01% 626
2026
Q1 		$1.15M Buy
18,484
+2,680
+17% +$145K 0.01% 611
2025
Q4 		$728K Buy
15,804
+4,019
+34% +$207K ﹤0.01% 738
2025
Q3 		$617K Buy
11,785
+1,198
+11% +$56.8K ﹤0.01% 774
2025
Q2 		$435K Sell
10,587
-871
-8% -$30K ﹤0.01% 794
2025
Q1 		$377K Sell
11,458
-1,142
-9% -$40K ﹤0.01% 874
2024
Q4 		$442K Buy
12,600
+923
+8% +$37.8K ﹤0.01% 662
2024
Q3 		$520K Buy
11,677
+679
+6% +$32.4K 0.01% 573
2024
Q2 		$587K Sell
10,998
-2,072
-16% -$117K 0.01% 497
2024
Q1 		$789K Sell
13,070
-14
-0.1% -$796 0.01% 391
2023
Q4 		$727K Sell
13,084
-391
-3% -$21.3K 0.01% 373
2023
Q3 		$767K Buy
13,475
+3,861
+40% +$210K 0.01% 340
2023
Q2 		$429K Buy
9,614
+302
+3% +$13.2K 0.01% 458
2023
Q1 		$451K Buy
9,312
+545
+6% +$28.3K 0.01% 434
2022
Q4 		$455K Buy
8,767
+598
+7% +$34.4K 0.01% 419
2022
Q3 		$440K Sell
8,169
-182
-2% -$9K 0.01% 360
2022
Q2 		$377K Buy
8,351
+122
+1% +$5.46K 0.01% 398
2022
Q1 		$328K Buy
8,229
+148
+2% +$5.21K 0.01% 433
2021
Q4 		$265K Buy
+8,081
New +$272K 0.01% 417

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HB Wealth Management's DINO Position: Q2 2026 in Review

HB Wealth Management increased its HF Sinclair (DINO) stake by 2.3% in Q2 2026, buying an estimated $28.9K and bringing the position to 18,918 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #626.

HB Wealth Management first reported a position in DINO in Q4 2021 and has held it in 19 quarters since. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • HB Wealth Management held 18,918 shares of HF Sinclair worth $1.32M as of Q2 2026.
  • HB Wealth Management bought 434 HF Sinclair shares in Q2 2026, an estimated $28.9K.
  • HF Sinclair made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #626 holding.
  • HB Wealth Management first reported a position in HF Sinclair in Q4 2021 and has held it in 19 quarters since.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.