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HHM Wealth Advisors’s HF Sinclair DINO Stock Holding History

HHM 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
Q4 		– Sell
-175
Closed -$9.16K – 863
2025
Q3 		$9.16K Hold
175
– – ﹤0.01% 653
2025
Q2 		$7.19K Hold
175
– – ﹤0.01% 651
2025
Q1 		$5.75K Hold
175
– – ﹤0.01% 660
2024
Q4 		$6.13K Buy
+175
New +$7.16K ﹤0.01% 658

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's DINO Position: Q4 2025 in Review

HHM Wealth Advisors sold out of HF Sinclair (DINO) in Q4 2025, closing a stake of 175 shares — an estimated $9.16K sold.

HHM Wealth Advisors first reported a position in DINO in Q4 2024 and held it in 4 quarters. The position peaked at $9.16K in Q3 2025. 616 funds tracked by Wall St. Rank hold DINO as of Q4 2025.

  • HHM Wealth Advisors reported no remaining HF Sinclair position as of Q4 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 175 HF Sinclair shares in Q4 2025, an estimated $9.16K.
  • HHM Wealth Advisors first reported a position in HF Sinclair in Q4 2024 and held it in 4 quarters.
  • HHM Wealth Advisors's HF Sinclair position peaked at $9.16K in Q3 2025.
  • 616 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.