LF
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Lee Financial’s HF Sinclair DINO Stock Holding History

Lee Financial’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
Q2 		– Sell
-11,253
Closed -$370K – 149
2025
Q1 		$370K Hold
11,253
– – 0.06% 113
2024
Q4 		$394K Sell
11,253
-30
-0.3% -$1.23K 0.06% 127
2024
Q3 		$503K Buy
11,283
+30
+0.3% +$1.43K 0.07% 111
2024
Q2 		$600K Sell
11,253
-5,540
-33% -$312K 0.1% 91
2024
Q1 		$1.01M Buy
+16,793
New +$955K 0.17% 74
2018
Q4 		– Sell
-3,270
Closed -$229K – 448
2018
Q3 		$229K Hold
3,270
– – 0.06% 121
2018
Q2 		$224K Hold
3,270
– – 0.05% 148
2018
Q1 		$160K Hold
3,270
– – 0.04% 170
2017
Q4 		$167K Hold
3,270
– – 0.05% 124
2017
Q3 		$118K Hold
3,270
– – 0.04% 135
2017
Q2 		$90K Hold
3,270
– – 0.03% 153
2017
Q1 		$93K Hold
3,270
– – 0.04% 140
2016
Q4 		$107K Buy
+3,270
New +$90.6K 0.06% 134

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lee Financial's DINO Position: Q2 2025 in Review

Lee Financial sold out of HF Sinclair (DINO) in Q2 2025, closing a stake of 11,253 shares — an estimated $370K sold.

Lee Financial first reported a position in DINO in Q4 2016 and held it in 13 quarters. The position peaked at $1.01M in Q1 2024. 542 funds tracked by Wall St. Rank hold DINO as of Q2 2025.

  • Lee Financial reported no remaining HF Sinclair position as of Q2 2025 after selling out during the quarter.
  • Lee Financial sold 11,253 HF Sinclair shares in Q2 2025, an estimated $370K.
  • Lee Financial first reported a position in HF Sinclair in Q4 2016 and held it in 13 quarters.
  • Lee Financial's HF Sinclair position peaked at $1.01M in Q1 2024.
  • 542 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2025.

Based on Lee Financial's 13F filing for Q2 2025, filed 24 Jul 2025.