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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Juncture Wealth Strategies's DINO Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its HF Sinclair (DINO) stake by 5.1% in Q2 2026, selling an estimated $16.8K and leaving 4,707 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #144.

Juncture Wealth Strategies first reported a position in DINO in Q2 2024 and has held it in 8 quarters since. The position peaked at $398K in Q3 2024. 334 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Juncture Wealth Strategies held 4,707 shares of HF Sinclair worth $328K as of Q2 2026.
  • Juncture Wealth Strategies sold 252 HF Sinclair shares in Q2 2026, an estimated $16.8K.
  • HF Sinclair made up 0.09% of Juncture Wealth Strategies's portfolio in Q2 2026, its #144 holding.
  • Juncture Wealth Strategies first reported a position in HF Sinclair in Q2 2024 and has held it in 8 quarters since.
  • Juncture Wealth Strategies's HF Sinclair position peaked at $398K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.