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Legacy Capital Group California’s HF Sinclair DINO Stock Holding History

Legacy Capital Group California’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 		$1.43M Sell
20,597
-470
-2% -$31.3K 0.43% 55
2026
Q1 		$1.31M Sell
21,067
-6,572
-24% -$356K 0.5% 36
2025
Q4 		$1.27M Sell
27,639
-113
-0.4% -$5.83K 0.31% 77
2025
Q3 		$1.45M Buy
27,752
+141
+0.5% +$6.68K 0.37% 61
2025
Q2 		$1.13M Sell
27,611
-404
-1% -$13.9K 0.31% 80
2025
Q1 		$921K Buy
28,015
+4,604
+20% +$161K 0.32% 69
2024
Q4 		$821K Buy
23,411
+5,690
+32% +$233K 0.25% 102
2024
Q3 		$790K Buy
17,721
+3,357
+23% +$160K 0.26% 108
2024
Q2 		$766K Buy
14,364
+141
+1% +$7.93K 0.28% 107
2024
Q1 		$859K Sell
14,223
-389
-3% -$22.1K 0.32% 91
2023
Q4 		$812K Sell
14,612
-27
-0.2% -$1.47K 0.31% 91
2023
Q3 		$833K Buy
14,639
+4
+0% +$217 0.36% 79
2023
Q2 		$653K Buy
14,635
+416
+3% +$18.1K 0.27% 112
2023
Q1 		$688K Buy
+14,219
New +$739K 0.34% 93

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Legacy Capital Group California's DINO Position: Q2 2026 in Review

Legacy Capital Group California reduced its HF Sinclair (DINO) stake by 2.2% in Q2 2026, selling an estimated $31.3K and leaving 20,597 shares worth $1.43M. The position accounts for 0.43% of the portfolio, ranked #55.

Legacy Capital Group California first reported a position in DINO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.45M in Q3 2025. 687 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Legacy Capital Group California held 20,597 shares of HF Sinclair worth $1.43M as of Q2 2026.
  • Legacy Capital Group California sold 470 HF Sinclair shares in Q2 2026, an estimated $31.3K.
  • HF Sinclair made up 0.43% of Legacy Capital Group California's portfolio in Q2 2026, its #55 holding.
  • Legacy Capital Group California first reported a position in HF Sinclair in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's HF Sinclair position peaked at $1.45M in Q3 2025.
  • 687 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.