JFS Wealth Advisors’s HF Sinclair DINO Stock Holding History

JFS 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
2026 Q2	$11.6K	Buy	166 +1	+0.6%	+$66	﹤0.01%	957
2026 Q1	$10.3K	Sell	165 -4	-2%	-$217	﹤0.01%	940
2025 Q4	$7.79K	Buy	169 +113	+202%	+$5.83K	﹤0.01%	1068
2025 Q3	$2.93K	Buy	56 +55	+5,500%	+$2.61K	﹤0.01%	1322
2025 Q2	$42	Sell	1 -45	-98%	-$1.55K	﹤0.01%	1836
2025 Q1	$1.51K	Sell	46 -40	-47%	-$1.4K	﹤0.01%	1559
2024 Q4	$3.02K	Sell	86 -72	-46%	-$2.94K	﹤0.01%	1317
2024 Q3	$7.04K	Sell	158 -27	-15%	-$1.29K	﹤0.01%	986
2024 Q2	$9.87K	Buy	185 +31	+20%	+$1.74K	﹤0.01%	802
2024 Q1	$9.3K	Buy	154 +1	+0.7%	+$57	﹤0.01%	837
2023 Q4	$8.5K	Sell	153 -2	-1%	-$109	﹤0.01%	833
2023 Q3	$8.82K	Buy	155 +41	+36%	+$2.23K	﹤0.01%	772
2023 Q2	$5.09K	Sell	114 -2	-2%	-$87	﹤0.01%	990
2023 Q1	$5.61K	Sell	116 -31	-21%	-$1.61K	﹤0.01%	944
2022 Q4	$7.63K	Buy	147 +26	+21%	+$1.5K	﹤0.01%	816
2022 Q3	$7K	Buy	121 +21	+21%	+$1.04K	﹤0.01%	855
2022 Q2	$5K	Buy	100 +6	+6%	+$269	﹤0.01%	977
2022 Q1	$4K	Buy	94 +51	+119%	+$1.79K	﹤0.01%	1125
2021 Q4	$1K	Buy	+43	New	+$1.45K	﹤0.01%	1324
2019 Q4	–	Sell	-55	Closed	-$3K	–	523
2019 Q3	$3K	Buy	+55	New	+$2.67K	﹤0.01%	428
2013 Q4	–	Sell	-9,293	Closed	-$391K	–	132
2013 Q3	$391K	Buy	+9,293	New	+$404K	0.18%	82

Other funds holding DINO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JFS Wealth Advisors's DINO Position: Q2 2026 in Review

JFS Wealth Advisors increased its HF Sinclair (DINO) stake by 0.61% in Q2 2026, buying an estimated $66 and bringing the position to 166 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

JFS Wealth Advisors first reported a position in DINO in Q3 2013 and has held it in 21 quarters since. The position peaked at $391K in Q3 2013. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

JFS Wealth Advisors held 166 shares of HF Sinclair worth $11.6K as of Q2 2026.
JFS Wealth Advisors bought 1 HF Sinclair share in Q2 2026, an estimated $66.
HF Sinclair made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #957 holding.
JFS Wealth Advisors first reported a position in HF Sinclair in Q3 2013 and has held it in 21 quarters since.
JFS Wealth Advisors's HF Sinclair position peaked at $391K in Q3 2013.
682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.