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Juncture Wealth Strategies’s HF Sinclair DINO Stock Holding History

Juncture Wealth Strategies’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
Q3 		$505K Buy
4,708
+1
+0% +$95 0.13% 110
2026
Q2 		$328K Sell
4,707
-252
-5% -$16.8K 0.09% 144
2026
Q1 		$309K Sell
4,959
-283
-5% -$15.3K 0.1% 107
2025
Q4 		$242K Buy
5,242
+477
+10% +$24.6K 0.08% 119
2025
Q3 		$249K Sell
4,765
-3,717
-44% -$176K 0.08% 117
2025
Q2 		$348K Buy
8,482
+395
+5% +$13.6K 0.12% 91
2025
Q1 		$266K Buy
+8,087
New +$283K 0.1% 109
2024
Q4 		– Sell
-8,939
Closed -$398K – 133
2024
Q3 		$398K Buy
8,939
+4,812
+117% +$230K 0.15% 83
2024
Q2 		$220K Buy
+4,127
New +$232K 0.09% 107

Other funds holding DINO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Juncture Wealth Strategies's DINO Position: Q3 2026 in Review

Juncture Wealth Strategies increased its HF Sinclair (DINO) stake by 0.02% in Q3 2026, buying an estimated $95 and bringing the position to 4,708 shares worth $505K. The position accounts for 0.13% of the portfolio, ranked #110.

Juncture Wealth Strategies first reported a position in DINO in Q2 2024 and has held it in 9 quarters since. 34 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

  • Juncture Wealth Strategies held 4,708 shares of HF Sinclair worth $505K as of Q3 2026.
  • Juncture Wealth Strategies bought 1 HF Sinclair share in Q3 2026, an estimated $95.
  • HF Sinclair made up 0.13% of Juncture Wealth Strategies's portfolio in Q3 2026, its #110 holding.
  • Juncture Wealth Strategies first reported a position in HF Sinclair in Q2 2024 and has held it in 9 quarters since.
  • 34 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.