HWA
DINO icon

Heritage Wealth Advisors’s HF Sinclair DINO Stock Holding History

Heritage Wealth 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
Q1 		– Sell
-12
Closed -$421 – 596
2024
Q4 		$421 Buy
12
+2
+20% +$82 ﹤0.01% 602
2024
Q3 		$446 Buy
+10
New +$477 ﹤0.01% 596

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
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
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

Heritage Wealth Advisors's DINO Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of HF Sinclair (DINO) in Q1 2025, closing a stake of 12 shares — an estimated $421 sold.

Heritage Wealth Advisors first reported a position in DINO in Q3 2024 and held it in 2 quarters. The position peaked at $446 in Q3 2024. 506 funds tracked by Wall St. Rank hold DINO as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining HF Sinclair position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 12 HF Sinclair shares in Q1 2025, an estimated $421.
  • Heritage Wealth Advisors first reported a position in HF Sinclair in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Advisors's HF Sinclair position peaked at $446 in Q3 2024.
  • 506 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.